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Online CRM Software for Small Business

Your business success depends on how easily you capture, create and convert your leads

  • Capture. Create. Convert.
  • Automate your processes with The Digital India CRM for maximum conversion rates and perfectly manage your sales cycle.

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    How CRM software helps you manage customer relations

    Anyone who’s been in sales knows getting a qualified lead is hard work. Nurturing them is harder. Making them your customer is the ultimate challenge.
    Customer relationship management is not just about managing people after they become your customers. It’s about how you manage people before and after they become your customers.
    CRM offers you the complete solution to effectively manage everything right from the inquiry to a well-nourished lead and then to a converted sale. Everything you need is in a single place with features that can speed up your conversion process.
    CRM is for all businesses who are handling incoming inquiries online or offline. Companies with telecallers and sales agents, to increase their productivity, and to monitor them effectively. CRM is helping businesses achieve their targets and goals much faster.

    How CRM software helps you manage customer relations

    Anyone who’s been in sales knows getting a qualified lead is hard work. Nurturing them is harder. Making them your customer is the ultimate challenge.
    Customer relationship management is not just about managing people after they become your customers. It’s about how you manage people before and after they become your customers.
    CRM offers you the complete solution to effectively manage everything right from the inquiry to a well-nourished lead and then to a converted sale. Everything you need is in a single place with features that can speed up your conversion process.
    CRM is for all businesses who are handling incoming inquiries online or offline. Companies with telecallers and sales agents, to increase their productivity, and to monitor them effectively. CRM is helping businesses achieve their targets and goals much faster.

    Benefits from CRM Software

    View all enquiries in one place

    Start with viewing your enquiries together in a single place rather than spending time checking different portals.

    Control data visibility

    Control your users’ data access. Show them the data they are working on. If data visibilty is ‘Own’ they can only see their assigned data or created enquiries.

    Easily work on massive data

    CRM makes it easier for your team to work on thousands of data. Speedup your work with multiple actions and filters.

    Check duplicate enquiries


    With CRM you can capture duplicate enquiries immediately. Delete or keep duplicate enquiries, the choice is yours!

    Client onboarding

    Create default tasks for your team to onboard a client after conversion. Generate and share invoices, keep attachments*, custom fields etc.

    View Followup reports

    See reports on followed enquiries, missed tasks and follow-ups, converted and dropped enquiries, and many more.

    Upload bulk enquiries

    Upload your bulk enquiries from excel sheets, assign your team and start followups right away

    Nurture your leads

    Follow your enquiries and move them into lead funnel. CRM lets you manage your potential prospects separately from raw enquiries.

    Manage leads in the funnel

    View your leads in different leads stages. You can create your own lead stages. Distribute leads to your employees and see their daily progress.

    Bulk actions and filters

    Filter your long-list of data employee-wise, date-wise, source-wise or status-wise. select bulk data and easily update any information or send bulk campaigns.

    View Followup reports

    See reports on followed enquiries, missed tasks and follow-ups, converted and dropped enquiries, and many more.

    Conversation history

    View complete client history like comments and tasks done by your employees, estimates created. Track and keep every custom detail about your clients.

    Engage in a better way

    Send predefined templates directly via Email, SMS for better engagement.








    Store complete information

    Store all the custom information you want right from the start (enquiry) and even after the client conversion, add new custom data fields in client’s detail to store more information.




    Manage renewals and client follow-ups

    If your business has a monthly/quarterly/yearly renewal system, you can easily manage that in CRM. Set renewal dates and get notified beforehand. Assign employees to follow up with the clients and add follow-up comments, raise tickets or renew services.

    The Digital India CRM is for all businesses who are handling incoming enquiries online or offline. Companies with telecallers and sales agents, to increase their productivity, and to monitor them effectively. The Digital India CRM is helping businesses achieve their targets and goals much faster.

    Contact our support guys or make appointment
    with our consultant

    Please contact us using the information below.

    +91-833 690 2519

    info@btninfosolution.in

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