Automate & Streamline your Business Process With CRM & become more Efficient.
CRM can offer IT companies a range of benefits & functionalities tailored to their needs. These functionalities allow them to streamline their workflows, provide exceptional customer experiences, and achieve sustainable growth in the competitive IT landscape
CRM possesses the capability to manage a diverse array of business processes, encompassing Sales Management, Service Management, Marketing Management, and Business Process Management.
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Manage Leads coming for different Products, from different sources such as Webiste, Indiamart, JustDial, Social Media etc Assign them & easily track their progress.
Know open leads and Opportunities right on the Revolutionary OPR Dashboard. See pipeline of your entire sales team as well as of specific Agent.
Know lead & opportunity followups from a dashboard. Know today's followups, overdue followups & upcoming followups.
Create & Send Quotations from CRM. As product details are available on product master, quotation creation process gets super easy.
Bring Tickets from Website, Email & SMS to your CRM. Since tickets get created in CRM, it makes ticket tracking easy
Create contracts and set reminders. Setting contract renewal reminders in CRM allows you to collect renewals before expiry.
Create Email/SMS/WhatsApp Marketing Campaigns to nurture your leads. Stay in touch with your existing customers, or create engaging campaigns to bring new leads.
Build an interactive Reply Response based WhatsApp Chatbot for. Our CRM enables converting chats into leads and tickets seamlessly
Know lead & opportunity followups from a dashboard. Know today's followups, overdue followups & upcoming followups.
Through Open Periodic & Result Dashboard, Users and Managers can easily detect activities and task that are In Progress, Completed & those that have been Missed.
Website Integration
Tally Integration
Telephony Integration
Marketplace Integration
WhatsApp Integration
Email Integration
Read our case study to know “How CRM addressed challenges of Value Point System, South Asia’s leading IT Company.
Sangam CRM isn’t just a tool, it’s a partner in your CA practice’s growth journey. With features designed specifically for Chartered Accountants, Sangam CRM empowers you to excel in client relationships, task management, and strategic growth.