What is CRM ?

Customer relationship management (CRM) is a system that enables you to nurture relationships with customers and prospects to drive sales or sustain long-term profitability. It also aggregates streams of customer data to surface insights that help you make better business decisions.

As more customers look for products and services that understand their needs and responsive to their situations, businesses find it necessary to personalize customer interactions to stay competitive.

CRM software Build up customer information and documents into a single so business users can more easily access and manage it. The other main functions of this software include recording individual customer interactions, automating individual workflow processes such as tasks, calendars and alerts, and giving managers the ability to track performance and productivity based on information logged within the system.

Implementation and integration – We deliver end-to-end implementation services that ensure the CRM application seamlessly integrates into your current environment performs properly with your other business applications and supports your end-to-end business processes.

a Forrester study revealed that 72% of customers believe "Time is the most important thing that a company can do to provide them with good service." Even with a huge customer base, companies can keep tab of customer engagements, thanks to CRM software

CRM Software Development Company

CRM software

CRM Software Development Company
  • CRM Benefits
  • CRM Modules
  • Easy to use
  • Import option in every modules
  • Customer inquiry time to time follow ups
  • Meeting management in calendar
  • Documents manager
  • Customize tax option
  • Multi currencies option
  • Every format print and export option
  • User comments in every modules
  • Minimum entry form, select and go-ahead
  • Duplicate record generate option
  • Duplicate record find option on select column
  • Price list management
  • Discount option in Inventory Modules
  • Best support system using ticketing option
  • FAQ option for fast support to customer

Mobile CRM - or the CRM applications built for smartphones and tablets -- is becoming a must-have for sales representatives and marketing professionals who want to access customer information and perform tasks when they are not physically in their offices. Mobile CRM apps take advantage of features that are unique to mobile devices, such as GPS and voice-recognition capabilities, in order to better serve customers by giving employees access to this information on the go.

  • Add Organization (Company Details, Billing Details, Shipping Details)
  • Leads Management
  • Campaigns
  • Contacts Manger
  • Quote
  • Products
  • Services
  • Contacts
  • Opportunities
  • Sales Order
  • Invoice
  • Products
  • Vendors
  • Price Books
  • Purchase Orders
  • Services
  • Tickets
  • FAQ
  • Service Contracts
  • Assets
  • Projects
  • Projects Tasks
  • Projects Milestones
  • Add tasks
  • Add Events
  • Calendar view Month wise, Week wise, day wise, Agenda
  • Customer Documents
  • User Documents
  • Others Documents
  • Create users
  • Role
  • Profile
  • Sharing Rule
  • Groups
  • Login History
  • Company Details
  • Currencies Management
  • Tax Management
  • Dynamic Terms & Conditions
  • Calendar Setting
  • Dynamic Details Report
    (Admin can create report as per requirement)
  • Dynamic Chart Report
    (Admin can create report as per requirement)
  • Track customer activity at each end point.
  • Tracks customer’s Purchase and Sales order.
  • Purchase Orders, Sales Orders, and Invoices record generate CRM.
  • CRM helps to generate sales based on Customer Feedback and Communication.
  • Systematically tracks customer communication, problems, and solutions.
  • CRMeasily identifies the target people for products, based on their purchase history.
  • CRM helps the organization prevent gaps in customer service due to erosion as your business has historical data of all customers.

Rosix Technology

We are CRM Development company, who works with passion and love. We provide the best services our Customers.