CRM- Customer Relationship Management Software Solutions

A robust Customer Relationship Management, CRM software designed to support all size of companies to leverage their customer experience for improved business results. The CRM software for business development helps companies to deliver a seamless customer experience featuring prospect data capture, marketing, mass mailing, generate leads, sales, service, social, price, quotations, proposals, follow up and much more.

Indimedi's  CRM software solution delivers a specific message to the right customer or leads at the right time through a range of communication channels which enhances the ability to quickly organize the data in the required form. This CRM enables you to create personalized templates and design email templates to be shared with the contacts when scheduled and to have better experiences with the client, turning lead into successful customer and achieving more revenue faster.

Customer Relationship Management Software provides Marketing and Sales management team to companies with ready information into pipeline opportunities and sales numbers, and an efficient plan for maintaining responses on the go. Our CRM Software is developed and customized as per company requirement to manage and administrate its existing clients, potential customers, schedule calls, leads, proposals, quotations, opportunity, keep track of pipeline activities, task reminders, monitoring, pending activities tracking and sales targeting in an highly efficient manner for achieving sales excellence in any business via a constant visibility of the status of each task. This CRM Solution delivers all of it.

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Why Our Customer Relationship Management (CRM  Software) ?

  • Easy Prospect Data Capture
  • Constant Customer Data Availability
  • Consistent Lead Status Tracking
  • Optimize sales with powerful analysis features
  • Internal Communication with Team Members
  • Feature to generate customize mail
  • Reliable and readily available data
  • Mass mail to selected customers for better reach-ability
  • Customer sorting depending upon various filters
  • Flexibility to mass market
  • Schedule mail and call to clients
  • Meeting notes and summary management
  • Generating Proposal and Quotation from the software
  • Making Marketing operations more efficient
  • Analyse sales performance on a single click
  • Gain better customer insights

Features of a CRM Software Modules

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Customer & Contact Master

  • On-go Customer Creation
  • Individual / Company Filter
  • Website Capture
  • Job Position Capture
  • Company Contact Persons Detailing
  • Contact Reference Capture
  • Name, Address, Email Capture
  • Custom Filtered Search
  • Language Capture
  • Customer / Supplier Define
  • Partner Assign
  • Internal Notes
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Lead Management

  • Potential Lead Detail Capture
  • Lead Creation
  • Lead Assignment to team
  • Priority allocation
  • Lead Reference Capture
  • Lead Tag Creation
  • Lead Stage Tracking
  • Sales Person Allocation
  • Capture Lead Response
  • Lead notes
  • Lead conversion
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Opportunity Management

  • Instant Opportunity Creation
  • Assigned and Unassigned Task
  • Lead to Opportunity Flow
  • Next Action Task Allocation
  • Opportunity Stage Status
  • Opportunity Progress Stages
  • Negotiation Stage
  • Negotiation and Internal Notes
  • Opportunity Won/ Lost Status
  • Calendar View for easy tracking
  • Success Rate Define
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Product Management

  • Product Master Database
  • Product Pricing
  • Product Picture Capture
  • Product Specification Capture
  • Product Variants
  • Constant Availability Status
  • Inventory Status
  • Product Procurement
  • Supplier Details
  • Warranty Time Capture
  • Minimum Quality Define
  • Internal Notes
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Sales Team Task Allocation

  • Salesperson Assign
  • Sales Team define & allocate
  • Parent Team Define
  • Team leader allocation
  • Next Action Date allocation
  • Next Action Task allocation
  • Sales Order tracking
  • Task Status tracking
  • Quotation Reminder
  • Sales Invoice Target Set
  • Invoice Forecast Capture
  • Notes for Sales Team
  • Document Attachment
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Target Monitoring

  • Precise Pipeline View
  • Expected Revenue Tracking
  • Custom Filters Creation
  • Custom Group Creation
  • Probability Capture
  • Success Rate
  • Bar Chart View
  • Pie Chart View
  • Tabular Presentation
  • Line Chart
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Quotation Generation

  • Auto Generation of Quotation
  • Pre-populated Customer Details
  • Ready Quotation in PDF Form
  • Quotation Send by Email Feature
  • Quotation Share with Team
  • Unique Quotation Number
  • Draft Quotation
  • Unit Price and Taxes Incorporate
  • Subtotal and Grand total define
  • Quotation Status Tracking
  • Document Attachment
  • Graph and Calendar View
  • Quotation Notes
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Follow-up Scheduling

  • Next Task Allocation
  • Call Log History
  • Call Summary Description
  • Call History Tracking
  • Salesperson Responsible
  • Schedule Calls
  • Schedule Time to call
  • Schedule Meeting
  • Assign Partners
  • Issue Capture
  • Task Tracking
  • Internal Customer Notes
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Sales Stages

  • Lead Stage Tracking
  • Opportunity Stage Tracking
  • Probabilty Define & Tracking
  • New
  • Dead
  • Qualification
  • Proposition
  • Negotiation
  • Won
  • Issue
  • Active
  • Lost
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Mass Mailing and Promotion

  • Template Creation
  • Draft Mail
  • Recipients Define
  • Select mailing List
  • Filtered Clients
  • Design Mail Body
  • Campaign Management
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Data & System Security Management

  • Access Control
  • Authorization Control
  • Authentication Tracking
  • Data Security
  • Password Integrity
  • Regular Data Backup
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Feedback & Survey

  • Customer Feedback Forms
  • Company Employee Survey
  • Multiple answer type forms
  • Custom Form Generation
  • Support Survey Forms
  • Employee Appraisal Survey
  • Deadline For Survey Forms
  • Suggestion Forms
  • Product Review Forms
  • Services Feedback Forms
  • E-mail promotion feature