CREST CRM

CREST CRM

Sold by : Xmplar Management Solutions Pvt Ltd
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Description

CREST CRM “ Data Driven Decision Making “


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.

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.

Features

Activity Tracking
Approval Workflow
CRM & Sales Reports
Contact Database
Contact Management
Customizable Dashboard
Customization
KPIs
Lead Capture
Lead Enrichment
Pipeline Management
Ad Hoc Reports
Ad Hoc Reports
CRM
Customer Management
Dashboard
Data Integration
ERP
Lead Nurturing
Mobile Access
CRM & Sales Dashboards
Lead Distribution
Lead Management
Mobile App
Task Management

Specifications

  • Software Accessible

    Cloud Based
    On Premises
    Hybrid
    Any
  • Run On Mobile Browser

    Yes
    No
  • Offers Free Trial

    Yes
    No
  • Payment Options

    Yearly
    Monthly
    Onetime
    Transaction
  • Lifetime Free Plan

    Yes
    No
  • APIs Available

    Yes
    No
  • Customization Possible

    Yes
    No
  • Available Support

    Email
    Phone
    Live Support
    Training
  • Desktop Platforms

    Web App
    Windows
    Macintosh
  • Mobile Platforms

    No
    No
  • Languages Available

    English

Screenshots

Video

Software Brochure

Company Details

Xmplar Management Solutions Pvt Ltd

Xmplar Management Solutions Pvt Ltd

https://xmplar.in/crest-crm/ 2nd Floor, 760, 19th Main Rd, Garden Layout, Sector 2, HSR Layout, Bengaluru, Karnataka 560102, Bengaluru, Karnataka, India - 560102.

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FAQ's

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

Activity Tracking
Approval Workflow
CRM & Sales Reports
Contact Database
Contact Management
Customizable Dashboard
Customization
KPIs
Lead Capture
Lead Enrichment
Pipeline Management
Ad Hoc Reports
CRM
Customer Management
Dashboard
Data Integration
ERP
Lead Nurturing
Mobile Access
CRM & Sales Dashboards
Lead Distribution
Lead Management
Mobile App
Task Management

Yes, APIs are available in CREST CRM.

Yes, CREST CRM offers customization for its users.

No, CREST CRM does not run on mobile browsers.

For support, you can contact CREST CRM through : Email,Phone,Live Support,Training

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Page Last Updated On 23 Nov 2020
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