Customer Relationship Management Module
" Make a Customer not a Sale. "
Throughout business history, one of the most important factors for growth has been maintaining strong customer relationships. In today’s digital world, this has become even more important. A healthy and productive customer relationship is the foundation of long-term success and the right customer relationship management software can help you achieve it with ease.
CRM ERP Software Solutions
What is a CRM Software Module?
CRM stands for Customer Relationship Management, the system that helps businesses manage interactions with current and future customers. A CRM ERP module works as a technical solution that automates and connects key activities like sales, marketing and customer service. It supports the entire workflow of a department, even if it’s managed by just a few people, which makes it useful for organizations of any size.
Lead Company
This section stores the name of the company from which the inquiry has been received.
Lead Name
When an inquiry for a product is created, it is linked to the lead name. This identifies the person or the source from which the inquiry was generated.
Deal Name
The deal name represents the inquiry name. Once the inquiry is confirmed, the deal gets registered under this deal name.
Why does CRM software matter?
CRM works in stages, and these stages are shaped by how your organization manages customer interactions.
Dashboard
The dashboard in our CRM ERP module is designed to give a clear view of activities at every level. If you have full access, you can view details of all employees. If not, it will show your data and the data of team members reporting to you. It includes list-wise, stage-wise and time-wise representations to help you track progress better.
Add Deal
The raw data section includes an Add Deal feature where you can create a new deal with the company name, requirements, contact details and expected value. Deals stay in a pending status until updated. For deals involving multiple currencies, the CRM module provides built-in support.
Campaign
You can create different types of campaigns inside the module. Lead sources can be assigned, and agent-specific or industry-specific leads can be added directly to the Deal Module. It also lists all campaign details, including how many leads were generated.
Activity Module
The Activity module is a unique feature in our CRM module that helps employees create and update activities linked to each deal. It records progress, action plans and upcoming tasks. The CRM system sends reminders for scheduled activities, overdue work and future tasks directly on the dashboard.
Turn Around Time
It shows the total turnaround time taken to finalize the proposal. With this CRM module, you reduce the cost of hiring executives just to manage and track this data, since everything is available at your fingertips. The system also guides employees on how to analyze key information and helps them focus on the data that matters most.
Quotation Negotiation
This tool lets you prepare quotations quickly without starting from scratch. You simply update the required numbers and the quotation becomes ready for review or sharing.
Deal Status
After the quotation stage, the system updates whether the deal is won or lost. The CRM module includes a dedicated section that displays the final deal status for easy tracking.
Customized Version
We offer a customized CRM module tailored to your industry so you get only the features you need. The centralized system helps you avoid delays, as your important data is uploaded and accessible whenever needed.
Internal and External Collaboration
The CRM module supports smooth collaboration within teams and across departments. Everyone gets real-time access to updated information, ensuring customers don’t have to repeat details while interacting with your organization.
CRM Mobile Application
Beyond Sales and Marketing
CRM is often seen as a sales tool, but it offers far more value across the organization, from customer service to supply chain management. With effective use of the customer relationship management system, you get accurate sales reporting along with better customer satisfaction and retention.
It also creates a smoother experience for customers who no longer have to repeat their issues or move between departments. This gives your team clear insight into how customers feel and what they expect from your organization. CRM is practical for every department because it is cost-effective, quick to deploy, and accessible from any device.
CRM Software | All Modules in CRM ERP Software
CRM (Customer Relationship Management)
CRM stands for Customer Relationship Management, the way businesses interact with present and future customers. Therefore, a CRM module is a tool or a technical system that automates and integrates your customer dealing activities like sales, marketing, and customer service.
The CRM modules handle the whole hierarchy of the department or 2-3 people in the department or organization, therefore it is useful for all types of organizations.
CRM Module
- Lead Company It contains the name of the company from where we received the inquiry.
- Lead Name When the inquiry for the product gets registered on the lead name-that is the person or the source from where the inquiry was raised.
- Deal Name The deal name basically is the inquiry name and hence the deal gets registered in deal name.
Affordable CRM Software
One of the most critical features of business has been customer relationships. It is not just in this digital era that customer relationship is pivotal. Maintaining a healthy and productive customer relationship is the way to ensure a bright future for the business.
TheERPHub's CRM Module is a technical system that automates and integrates your customer dealing activities like sales, marketing, and customer service.
CRM Includes
- Inquiry / Deal Management System
- Lead Management System
- Individual / Company Deal Management Feature
- Camping Management
- Employee wise data separation.
- Follow up management
- Comments
- Quotation / Proposal Management
- Order Management
- Activity Tracking
- Turn Around Time
- Customization
- Dashboard with Graphs
- Deal Closing remarks and analysis.
" Make a Customer not a Sale. "
