Sangam CRM
Write a Review
Free Demo
Free Demo
Write a Review
Empower your business with Sangam CRM – the ultimate tool to streamline your Business Process. We are dealing with 6 different industries primarily - IT, Manufacturing, Debt Collection, Wealth Management, and Hotel & Chartered Accountants.
1. Streamline your Sales
2. Supercharge your Marketing
3. Elevate your Helpdesk Support
4. Effectively manage your Internal Tasks
Discover the unique key features that set Sangam CRM apart from its competitors. The software offers several advantages through its new tools and excellent functionalities.
Sangam 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.
Take a visual tour of the Sangam CRM with screenshots that highlight its interface, features, and usefulness. Learn about the user experience before you begin.
How Sangam CRM Can Help Manufacturers?
CRM possesses the capability to manage a diverse array of business processes, encompassing Sales Management, Service Management, Marketing Management.
1. Prospect Visit Management: Effectively Plan & schedule prospect visits to nurture your leads. - Get detailed visit reports to track your team's activities and maximize their productivity.
2. Lead Management: Manage Leads coming from various sources at one place. - Integrate with websites, Indiamart, Facebook & more & bring leads directly to your CRM. - Configure workflows to send automated welcome emails, WhatsApp to leads.
3. Sample Request Management: Effectively manage sample order requests from CRM. - Automate the request process & effectively track its status.
4. Quotation Management: Create, Manage & send quotes effortlessly from CRM. - Know Quotation revision histories, set approval mechanisms to make sure you quote right. - Create Invoice from Quotation using Tally CRM Integration.
5. Installation Request Management: Ensure a smooth installation & timely deployment with Sangam CRM. - Effectively Schedule Technicians Installation visits & track the status of Installation from CRM.
6. Sales Projection & Case Flow Management: Know Sales Generated, sales person wise, product wise, area wise, distributor wise. - Know the sales pipeline and make realistic sales projections.
7. Contract Management: Sangam CRM offers centralized contract management, from initiation to renewal. - With auto generated preventive maintenance service (PMS) tickets, minimize downtime, boost Client Satisfaction.
8. Spare Part Request Management: Make Spare parts request & track its status directly from CRM. - Pre-stock the highly demanded spare parts such that the spare parts get delivered as quickly as possible.
9. Ticket Management: Manage customer complaints and queries seamlessly with Sangam CRM's ticket management system. - Automate allocate tickets to the nearest Executive, track tickets, & escalate as needed. - Send Auto Alerts & updates to customers to maintain effective communication throughout the resolution process.
10. Holistic Task & Activity Management: Manage various tasks (Jobs) and track their respective statuses. Get clarity on what's progressing well and what's overdue. - Sangam supports Email to Task Functionality, now automate the creation of activities when assigned over email. - Easily create recurring activities for tasks that repeat weekly, monthly, quarterly, or yearly. - Get Time Cost Analysis with Sangam and analyze hours spent on each activity.
11. Invoicing and Payment Follow-up: Sangam serves as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more. - Receive reminders for payment follow-ups, ensuring timely collections. - Generate receipts upon entry and send them directly to clients via email and WhatsApp. - Utilize Sangam to predict short-term projected cash flow.
12. Secure Document Management: Sangam serves as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more. - Attach documents directly to respective records, ensuring easy accessibility whenever required. - Manage Digital Signatures of your clients, their status & renewals.
13. Employee Management: Effectively reassign works/activities to new or existing employees, ensure smooth transition during employee changes. - Allow employees to mark their attendance and apply for leave through Sangam Mobile App. - Set up an approval flow in CRM to send activities/tasks for approval to the senior team once completed by the junior team. - Efficiently log your Client Visits and track your Expenses.
14. Effortless Communication - CRM keeps a detailed record of interactions with clients through various channels like WhatsApp, emails, and calls ensuring consistent and accurate communication. - Set up automated reminders and notifications for clients and team members, enhancing communication efficiency. - Effortlessly Automate Birthday/ Anniversary Alerts and Payment reminders.
15. Improve Agent Performance: Auto-allocate records to agents, save overall time and reduce manual effort for Allocation. - Effectively allocate records to your agents based on criteria's. - Improve Agent’s performance through Progressive Dialing and Auto Alerts. - Get Insightful Dashboard to monitor agents planned & performed activities.
16. Ready for Field Force (For Debt Collection Agency): Access borrower information from the mobile app, ensuring flexibility. - A systematic platform for field agents to log visits and update payment details efficiently. - Analyze field agent performance through integrated CRM dashboards. - Upload and attach important documents for a complete borrower profile.
17. Hard Recovery Process Management (For Debt Collection Agency): Easily escalate cases to the legal team for hard recovery processes. - Track the status of each legal case for enhanced transparency. - Analyze the overall performance of debt collection through hard recovery processes. - Dashboard insights for monitoring the status of recovery cases and legal proceedings.
18. Tailored KYC Module (For wealth Management firms): Easily record comprehensive family profiles and investment portfolios. - Gain a complete overview of your Assets Under Management.
19. Foster Client Relationships: Stay connected with your clients through automated birthday and anniversary reminders. - Send/Get Premium reminders to your clients, maintain healthy cash flows by collecting premiums on time.
20. Effortless Integration with Telephony: Route prospects and clients to the right agents through IVR Integration. - Do call campaigns & voice broadcast for Payment reminders. - Manage and track your tele-calling team.
21. Client Portal & Payment Integration: Offer clients a user-friendly customer portal for requests and claims. - Integration with Transaction Platforms to collect payments.
22. Centralize Inquiry Management (For Hotel Industry): Manage Guest Leads from different sources effectively & efficiently with CRM. - Bring Prospects/Leads to your CRM directly from Email, Website & more. - Sync Customer Data & transactions into CRM directly from your Hotel PMS System
23. Centralize Reservations: Handle reservations & bookings for all the properties or location from one system. - Get logs, bookings & reservation details of all properties on one system.
24. Business Process Management: Transform your operations with Sangam CRM’s Business Process Management (BPM) capabilities. - Set Workflows - Define, Automate and Optimize - Automation task & processes
25. Marketing Management: Elevate your reach and engagement with Sangam CRM’s powerful marketing tools. - Maximize your Reach - Run Targeted Campaigns - Campaign through WhatsApp & Email
26. Helpdesk Management: Deliver unparalleled support with Sangam CRM’s comprehensive helpdesk features. - Automated Ticket Management - Annual Maintenance Contract (AMC) support - Customizable SLA for Exceptional Service
Get Best Quote for Sangam CRM
Our experts are here to get you the best quote for your business.
With popular Sangam CRM comparisons, you may make informed decisions about which software is best suited to your business needs.
Be the first to leave a review for Sangam CRM
Here’s a breakdown of Sangam CRM’s pricing plans:
1. Free Plan [Up to 10 Users]: ₹ Price per user
2. Paid Plan [Above 10 Users]: ₹ 12,000 Price per user
The top 5 features of Sangam CRM include:
Yes, Sangam CRM integrates seamlessly with: Zapier, Pabbly, Google Workspace, Tally, Sugam Cloud, Sendgrid, Indiamart, Wordpress, Synapse, Smartflo, Justdial, Airtel Business, servetel, tradeindia.com
Sangam CRM is compatible with multiple platforms, Web App,Windows,Macintosh, IOS , Android
Sangam CRM supports a variety of platforms including: Email, Phone, Live Support, Training, Tickets.
Sangam CRM serves a wide range of businesses including SMEs, Agencies, Enterprises.
The top three competitors of Sangam 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, Sangam 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.
Sangam CRM is available exclusively in English, providing a streamlined experience for English-speaking users.
Yes, Sangam CRM offers customization options, allowing you to tailor the platform to better meet your business's specific needs.
Yes, Sangam CRM offers a lifetime free plan for its users.
Yes, APIs are available in Sangam CRM.
Yes, Sangam CRM runs on mobile browsers.
.png){kind=logo}