CRM Suite
Detailed capabilities of the ERP36T CRM solution.
CRM plays a vital role in helping businesses manage customer relationships, sales opportunities, communications, and service activities in one connected system. ERP36T CRM module is designed to centralize customer data, streamline lead-to-deal processes, and improve coordination across sales, support, marketing, and operations. By organizing leads, follow-ups, tasks, quotations, communications, and customer interactions in a single platform, businesses can improve response times, strengthen customer engagement, and increase conversion rates. Because it works seamlessly with multiple business functions, CRM also helps organizations connect customer activity with sales, projects, support, accounting, inventory, and other operational modules.
The ERP36T CRM module includes the following components:
- Lead Management
- Opportunity Management
- Customer Management
- Contact Management
- Sales Pipeline Management
- Quotation Management
- Communication History
- Email Integration
- Call Logging
- Meeting Scheduling
- Task Management
- Activity Tracking
- Follow-Up Management
- Prospect Management
- Customer Segmentation
- Campaign Tracking
- Sales Person and Territory Management
- Deal and Conversion Tracking
- Address Management
- Document and Attachment Management
- Project and Task Linking
- Issue and Support Linking
- Quotation to Sales Order Flow
- Customer Portal Integration
- Lead Assignment Rules
- Workflow and Approval Management
- Notes and Internal Comments
- Dashboard and CRM Analytics
- Mobile Access and User Activity Tracking
ERP36T CRM offers powerful features and advantages that help organizations improve customer engagement, sales efficiency, and cross-functional visibility. It provides a unified view of leads, customers, communications, tasks, quotations, and follow-ups, allowing teams to manage the full customer journey more effectively. The system can work with nearly any business module, enabling strong integration with sales, retail, projects, support, accounting, inventory, procurement, and HR-related workflows where customer or contact data is relevant. With automated reminders, task tracking, pipeline monitoring, communication history, and customizable dashboards, teams can stay organized, collaborate better, and make faster decisions. Its flexible structure also supports business growth by improving conversion tracking, reducing missed follow-ups, and ensuring that every customer interaction is recorded and actionable.
Screen Shots
Key interface previews from the ERP36T CRM solution.
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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.