CRM Software Features

Automate the entire workflow process of Lead Generation, Sales Management,
Marketing, Forecasting, Analytics and increase productivity

Contact Management

Contact Manager allows you to keep track of all of your contacts, prospects, accounts, customers, phone numbers, and e-mail addresses in one location

CRM Dashboard

View entire sales funnel, reports, lead status, customers, sales, users, products, etc on an interactive graphical dashboard on a monthly/yearly basis

Web to Lead

Collect and capture leads directly from your website’s contact us page and enter them into your CRM software’s leads management

Database Management

Manage your contacts, leads, accounts, customers, companies, phone numbers, e-mails, etc in a centralized place

Accounts Management

View and manage your accounts in one location, including company information, contacts, phone numbers, e-mail addresses and check sales data

Leads Management

Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status

Deals Management

In a Kanban – view the Sales Pipeline such as Customer lost, Customer won, Leads, Negotiation, Proposal, and Prospects in separate stages

Customers Management

View and manage your client database – contacts, phone numbers, e-mail addresses, sales, and more in one location and view interaction details

Sales Management

View total sales and customers on a monthly, quarterly, or annual basis, and compare sales targets to actual results

Forecast Management

View details of sales vs. projection, quota percentage achieved, top achievers, and amount in the pipeline and meet sales target in a more effective manner

Territory Management

View sales information by territory as specified by sales management. It assists salespeople by defining regional sales based on clients, forecasts, and territories

Reports and Analytics

View products, customers, deals, leads, sales, pipeline, forecast, sales by users on a – day/week/month, reports online in a graphical format


Get alerts when web to lead form is filled, appointment, lead generated also receive email alerts based various CRM module activities like form submission, daily report, etc

Project Management

Project managers can manage their project time, budget, reports and documentation for the entire team from one dashboard and improve efficiency

Frontend Website

Website builder module developed using React.js that displays complete website with all details of company and products with contact form option

Document management

Documents can be uploaded and stored online like Product literature, presentations and can be shared online with potential customers

Product Management

Add products and view the sales-related data of the product at all stages of the sales cycle. Also, there is an option to show the product online and get leads

Invoice Management

Create an email invoice that includes product details, pricing, discount, shipping fees and save it as a PDF file

User Management

Allows the administrator or sales manager to monitor user access and onboarding, as well as enable/disable users from using the CRM Software

Admin Dashboard

Add/edit/delete users, view analytics, add API settings, send emails, view reports, change the logo, CSS, and do any other admin related activity


API that allows developers to interact with site remotely by sending and receiving data and can also be used to develop custom mobile applications


Create an appointment with the Online Calendar and use it as a scheduling tool for salespeople to keep track of events, appointments, and meetings

File Manager

Admin has the ability to upload things such as product literature, brochures, documents, PDFs, etc and can use these files for sales and marketing purposes

Ticket Management

Customer service manages customer support requests from numerous sources in one place and keeps track of all issues and complaints