CRM Module covers the business approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Document Management Process flow


  • IVR / Tele-Calling Setup
  • Lead Capture
  • Lead Qualifications
  • Assign to Sales
  • Scheduled Follow-ups
  • Follow-ups Alerts / Remainder
  • Deal Closures
  • Post Sales Track
  • MIS Reports & Dashboards
  • External intergration vis API

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