CRM Module
- Category: Customer Relation
- Module Name: CRM
- Platform: ERP36T
- Features: Click Here For Features
About the CRM Module
The CRM module in ERP36T empowers businesses to manage leads, opportunities, and customer interactions efficiently. It offers tools for sales pipeline tracking, automated follow-ups, and customer segmentation. Integration with email and marketing campaigns ensures streamlined communication. ERP36T’s CRM enhances customer relationships, driving sales growth and providing actionable insights for strategic decisions.
Features
Key functionalities of the CRM module.
Lead Management
Efficiently capture, track, and nurture leads with automated workflows to convert them into opportunities.
Sales Pipeline Management
Visualize and manage sales pipelines to track progress and improve deal closures effectively.
Activity Tracking
Monitor and log customer interactions, meetings, calls, and emails for enhanced relationship management.
Email Campaigns
Send personalized email campaigns, track performance, and engage with customers effectively.
Customer Segmentation
Categorize customers based on demographics, purchase history, or preferences for targeted marketing.
Contact Management
Maintain a centralized database of customer and vendor contacts with detailed interaction history.
Quotation and Pricing
Generate detailed quotations, manage pricing strategies, and send proposals directly from the system.
Feedback Management
Collect, organize, and analyze customer feedback to improve services and product offerings.
Reports and Analytics
Generate detailed CRM reports and analytics for actionable insights and strategic planning.
Integration with Marketing Tools
Seamlessly integrate with third-party tools for advanced marketing and lead generation campaigns.
Loyalty Programs
Implement and manage customer loyalty programs to increase engagement and retention.
Payment Tracking
Track customer payments and invoices for efficient financial management within the CRM system.
Events Reminders
Set and manage reminders for customer events, appointments, and deadlines to ensure timely follow-ups.
Follow-ups on Tasks
Track and monitor follow-ups on assigned tasks to ensure consistent communication and task completion.
Feedback and Evaluation
Collect and analyze customer feedback to evaluate satisfaction and identify areas for improvement.
Top Customers
Identify and prioritize top-performing customers to enhance relationships and maximize opportunities.
Customer Analytics
Gain insights into customer behavior, preferences, and trends to drive data-informed business decisions.
Newsletter Management
Create, schedule, and send engaging newsletters to keep your customers informed and connected.
Campaign Management
Design and manage marketing campaigns to target specific audiences and measure their success effectively.
Workflow
Streamline processes with configurable workflows tailored to business needs.
Chatbot
Enhance customer interaction with AI-driven chatbot capabilities.
Notification & Event Scheduler
Automate reminders and schedule events for efficient task management.
Data Upload & Download
Easily import and export bulk data for seamless operations.
Bulk Records Update
Update multiple records simultaneously with user-friendly tools.
OAuth Security including 2FA
Ensure secure access with OAuth protocols and two-factor authentication.
Google Plugins
Integrate seamlessly with Google Workspace tools for enhanced productivity.
To Do Task Management
Keep track of tasks and prioritize with a built-in to-do list feature.
Document Management & Sharing
Organize and share documents securely across teams and departments.
Full Data & Feature Security User Controls
Control access to data and features with robust user permission settings.
Self Services and Web Portal
Empower users with self-service options and an intuitive web portal.
Payment Gateway
Facilitate online payments with secure and integrated payment gateways.
Record History
Track changes to records with a detailed audit trail for accountability.
Integration with Legacy Systems
Seamlessly connect with existing legacy systems for smooth transitions.
B2B Integration
Facilitate business-to-business connections and workflows effectively.
B2C Integration
Connect directly with consumers for streamlined operations and services.
WhatsApp Integration
Engage with users through WhatsApp for efficient communication.
Social Media Integration
Expand your reach by connecting with social media platforms.