Customer Relationship Management




Customer Relationship Management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth, to compile information on customers across different channels -- or points of contact between the customer and the company like the company's website, telephone, live chat, direct mail, marketing materials and social media, it also provides detailed information on customers' personal information, purchase history, buying preferences and concerns. Basically, a CRM software is a customer relationship management tool that most businesses use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.


CRM Purposes:

  1. Operational CRM- for the most part, alludes to items and administrations that permit an association to deal with their clients. It gives backing to different business forms, which can incorporate deals, showcasing and benefit. Contact focuses, information conglomeration frameworks and sites are a couple of illustrations.
  2. Collaborative CRM- is correspondence with clients and covers direct collaboration with clients including criticism and issue reporting. Communication can occur through website pages, email, Automated Voice Response.
  3. Analytical CRM- addresses the investigation of client information for a large group of various purposes. When all is said in done it is utilized to plan and execute focused on advertising effort that streamlines showcasing adequacy. Explanatory CRM considers item and administration basic leadership, evaluating and new item advancement.







  1. CRM Dashboard
  2. Lead Management
  3. Opportunity Management
  4. Merchandising
  5. Quotation management
  6. Sales Order
  7. Config