CREST CRM

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What is CREST CRM?

CREST CRM is intended to develop flawlessly with your business. CREST CRM will Improve Customers Lifetime esteem, rearrange deals measure, It will Increases staff efficiency CREST is a completely incorporated CRM item.

Key Features of CREST CRM

Discover the unique key features that set CREST CRM apart from its competitors. The software offers several advantages through its new tools and excellent functionalities.

  • Financial Management
  • Client Management
  • Call Management
  • CRM & Sales Dashboards
  • Business Process Automation
  • Billing & Invoicing
  • Channel Management
  • Candidate Tracking
  • Asset Management
  • Accounting

CREST CRM Pricing

CREST CRM offers fair and inexpensive price choices for organizations of all sizes, from startups to enterprises. Compare plans to find the best option for your budget and requirements.

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Screenshots

Take a visual tour of the CREST CRM with screenshots that highlight its interface, features, and usefulness. Learn about the user experience before you begin.

Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: Yes
Payment Options: Monthly
Life Time Free Plan: No
APIs Available: Yes
Customization Possible: Yes
Available Support: Email,Phone,Live Support,Training
Desktop Platforms: Web App,Windows,Macintosh
Languages Available: English
Software Industry: Manufacturing,Real Estate/Mortgage
Company Details
Contact Now
Company Name Xmplar Management Solutions Pvt Ltd
Company Website Visit Website
Head Office Bengaluru,India
CREST CRM Description

Lead Management: 

Lead Management guarantees that the Sales group are consistently on head of the apparent multitude of leads and guarantees that none falls through the break. 

Catch total Lead data - Key ascribes caught are Organization name, Contact Name, Industry characterization, Category, Source, Priority and Status. 

Leads can be "Alloted To" a Sales agent. 

Lead explicit Notes: this segment gives adaptability to follow the different notes one might want to enlist against the Lead. 

Transfer Documents: this segment gives adaptability to transfer and store any sort of reports identified with the Lead. 


Opportunity and Deal Management: 

Make at least one open doors against a particular lead. Key credits like Probability, Status, Estimated bargain esteem, expected conclusion date, Priority and so forth can be recorded for viable following. Notes and Document segment catches key data about the chance. 

Make client quote by connecting the item and administrations. Statements can be updated on various occasions and the set of experiences data is followed. 

On bargain conclusion, a client profile can be made for the chance and the statement can be changed over into a client deals request. 

Tight reconciliation with Sales request and Inventory Module guarantees consistent information stream from circumstance till bargain conclusion, lessening manual information section. 


Contact Management: 

Contact the executives empowers the salesmen to catch all the contact insights regarding the lead. 

Quite a few contacts can be related to a lead. 

Arrangement to send ongoing Sales and Marketing correspondence to contacts. 


Reports and Dashboards: 

CREST CRM gives different dashboards based on Opportunity and Leads. 

This is client configurable and the relevant dashboards can be empowered dependent on job. 

Parcel of inbuilt reports are accessible which helps in review the information over different measurements like Status, Priority, Stage, Source, Probability, Owner and so on 

Get the Consolidated Report Grouped By Status, Priority, Category, Owner, Source, Industry, 

Leads Reports Which can be Filtered by at least one Parameter and Group by a client selectable Parameters. 


Exercises Management: 

Exercises alternative empowers the client to record and track exercises against a Lead or Account or an Opportunity. 

Exercises can be named "Function", "Call" and "Errand", Activities are assembled and recorded under various time basins - Today's movement, Next 7 Days, Overdue 

Client likewise have an arrangement to include Notes and Attach reports against an action.

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CREST CRM FAQ's

The top 5 features of CREST CRM include:

  1. Financial Management
  2. Client Management
  3. Call Management
  4. CRM & Sales Dashboards
  5. Business Process Automation

CREST CRM is compatible with multiple platforms, Web App,Windows,Macintosh

CREST CRM supports a variety of platforms including: Email, Phone, Live Support, Training.

CREST CRM serves a wide range of businesses including Startups, SMEs, Agencies, Enterprises.

The top three competitors of CREST CRM are Newton CRM and TechUnity ERP. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Yes, CREST CRM offers a trial option, allowing you to test its features and functionality before committing. This trial access helps you assess how well the software meets your specific needs and ensures it’s a good fit for your business.

CREST CRM is available exclusively in English, providing a streamlined experience for English-speaking users.

Yes, CREST CRM offers customization options, allowing you to tailor the platform to better meet your business's specific needs.

No, CREST CRM does not offer a lifetime free plan for its users.

Yes, APIs are available in CREST CRM.

No, CREST CRM does not run on mobile browsers.

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