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Online CRM software India to automate the lead management process

The online CRM software India by Catalystk is a business growth software tool for small businesses in India to efficiently manage leads, maintain good business relations, and analyze prospects. The small business CRM software automates the lead management process and is integrated with features that simplify the conversion of leads to potential customers. It is a cloud-based CRM software that is embedded with user-friendly features to maintain all customer contacts, lead processing status, interactions, and manage business deals with them. Such a web-based CRM system provides quick access to your data, ensures data accuracy, thereby increasing the probability of lead to sales conversion. Catalystk CRM helps you build good customer relationships with its enhanced features. Catalystk online CRM software India is integrated with Lifetime free GST billing softwarefree CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.

 

Online CRM software India

Catalystk CRM for small businesses eases categorizing, grouping customers, analyze prospects with features to set follow-up reminders, and track missed follow-ups.

Categorizing and organizing the customer information according to the business type and workflow eases the whole process of lead management. The CRM software online facilitates lead management by grouping customers into a particular group. Other features provided by the system include lead auto-capture by mapping promotions, track lead status, maintain conversations, add daily customer follow-up reminders, missed follow-up intimation, etc. Furthermore, the CRM eases managing business deals with features for deal followups, prioritizing deals, tracking deals won/lost, set sales target, monitor sales team achievements, monthly sales projections, and many more.

Online CRM software India features:

  • Leads management
  • Deals management
  • Task management
  • Client Follow-ups
  • Quotation with images
  • Quotation grouping products
  • Quotation without image
  • Revised Quotation
  • Email Quotation
  • SMS Quotation
  • Quotation Follow-ups
  • missed quotation follow-ups
  • Proforma Invoice
  • Sales Order
  • DC
  • Invoice
  • Sales Projections
  • Sales achievements
  • Return Received
  • HSN Code
  • GST Calculations
  • Finance management
  • General Ledger
  • Client Ledger
  • Supplier Ledger
  • Pending Payments
  • Balance Sheet
  • Profit and Loss
  • Sales management
  • Procurement Management
  • Purchase Enquiry
  • Vendor Identification
  • Purchase Order
  • Goods Received Note
  • Goods Return
  • Purchase Invoice Verification
  • Purchase Invoice
  • Pending Purchase
  • Sales Work Flow
  • Manufacturing
  • Bill of Materials
  • MRP(Planning)
  • Job Work / Job Order
  • Work Order
  • Manufacturing process
  • Grouping
  • Follow Up
  • Excel Uploads
  • Excel Download
  • Automated Sales Order, Invoice mailing system
  • Reports

 

Web-based CRM software India is incorporated with sales management tools to share business proposals, quotations and manage sales.

The small business CRM software is a fully integrated web-based CRM tool with sales management features. Once the leads are converted to sales, delivering customer requirements becomes a priority in any business. Catalystk CRM system provides a separate module for sales management using which you can create and share professional-looking business proposals or sales quotations. Add-on features of the CRM include - product grouping, quotation with product images, order management, generating proforma invoices, and tax invoice. Also, you can retrieve daily lead processing reports, sales reports, in excel format and analyze other useful business insights.

CRM software online

Online CRM system

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