CRM Software
CRM Software
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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WE ARE HERE TO HELP YOU
Our software is the most flexible and affordable you can have!
How CRM software helps you manage customer relations
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.
Upload bulk enquiries
Upload your bulk enquiries from excel sheets, assign your team and start followups right away
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!
Engage in a better way
Send predefined templates directly via Email, SMS for better engagement.
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.
View Followup reports
See reports on followed enquiries, missed tasks and follow-ups, converted and dropped enquiries, and many more.
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.
Client onboarding
Create default tasks for your team to onboard a client after conversion. Generate and share invoices, keep attachments*, custom fields etc.
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.
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.
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