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CRM stands for Customer Relationship Management which is an important aspect for every business. The CRM solutions offered by calltosolution are very powerful and come with advanced features that allow better handling of your customer data. It offers improved sales activities with a 360-degree view.

This powerful CRM helps to bring all the team activities into one single and seamless platform. Offering proper guidance can help to improve the customer journey in each step. It mainly focuses on the major workflows that are often used in business operations to make them more affordable and efficient for businesses of all sizes.

Why Should You Opt for CRM?

Accessible Source CRM Software

  • Get CRM solution without licensing
  • Swift personalized CRM solutions for small business requirements
  • Effective integration alongside IP Telephony
  • Pay once and get unlimited user benefit.

In-built Dialer CRM

  • Inbuilt Asterisk Dialer CRM for business exclusively
  • Entrenched call administration features
  • CRM software for small businesses, for sales, marketing, and customer support
  • Set your exclusive server anywhere

Seamless Incorporation

  • Increase CRM functionality by introducing
  • Messages, Email, WhatsApp
  • Website
  • Accounting tools, such as SAP, Oracle, etc

CRM Automation

  • Schedule your call based on logic
  • Comprehensive customer inaction history
  • Computerized Business Process
  • Generate Routine Report

Deployment Options

  • Best CRM for small business Deployment Options includes
  • Foundation-based Deployment
  • Cloud-based Deployment
  • Software

24/7 Support

We have thoroughly trained CRM specialists to support your needs, round the clock, from easy set-up to resolving any issue, and train yourself with us.

The Key Features of CRM

Lead Management

The CRM solutions help to generate more leads and track them in order to turn them into fruitful opportunities for business. It manages the sales pipeline for business while instilling more success. It evaluates the leads and assigns them to the right person. It can also mark the source for lead which can help it future as credible sources are important for business.

Activity Management

calltosolution’s CRM system can help to manage all your business activities by setting a proper schedule for it and reminding you. It arranges the tasks based on priority and puts them on the top of the schedule. You can track important appoinments, meetings, deadlines for projects, and calls from the customer with an all- in-one tool that can handle everything. You can set auto notifications for the new assignment while finishing the previous one within the deadline.

Automation of Marketing

Marketing automation is one of the greatest features of a CRM that helps to deal with bulk data. You can easily upload a hefty number of files and create a robust marketing campaign. It also provides easy setups for email marketing with the integration of Mailchimp and other marketing tools.

Ticket Management

It helps to track all the customer interactions and addresses the issues of the customers while catering to their unique needs. With comprehensive ticket management systems, it gets easier to improve customer experience with minimum time and minimal handling as the AI-powered software can take care of the most task.

Financial Invoices and Quotes

calltosolution’s CRM system can also send system-generated invoices and quotes that are customized for each customer. You can utilize this copy of invoices in CRM for the future if any dispute arrives or you find any issues with billing.

Automation of Inventory

The CRM solution can also help to track your inventory as it can handle larger amounts of data. The system can easily keep track of product stock, prices, descriptions, and many other details. It also tracks the delivery and shipment of products, offering complete benefits of Automated Inventory Management.

Key Modules

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