Services Item Code: CRM

UOM : Software

CRM helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders

Omnichannel Interactions

Don't miss out on anything from your leads. CR makes it easy to convert all interactions into data so your sales team doesn't have to juggle between apps. With Call Popup, you can receive live notifications of incoming calls on your desktop. You can also turn emails in your inbox into leads with this CRM software.

Automate Daily Chores

Reduce overhead of manual work by setting up assignment rules (such as round robin or load balancing) to automatically distribute leads among the team. This leaves more time to respond to customers, empowering your sales team to meet commitments on time.

Sales Team Efficiency

Don't miss out on the big picture of your sales team. CRM includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.

CRM helps you track business Opportunities from Leads and Customers, send them Quotations, and book Sales Orders.

A lead is a potential customer who might be interested in your products or services.

To get the customer through the door, you may be doing all or any of the following:

Listing your product on directories. Maintaining an updated and searchable website. Meeting people at trade events. Advertising your products or services.

Opportunity is a qualified lead.

When you get a hint that lead is looking for a product/service that you offer, you can convert that lead into an opportunity. You can also create an opportunity against an existing customer. Multiple Opportunities can be collected against a lead or a customer.

To access the Opportunity list, go to:

A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.

Every customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in Selling Settings.


A Campaign is a full-scale implementation of a sales strategy to promote a product or service.

This is done in a market segment of a particular geographical area to achieve specified objectives.

To access Campaign, go to:

Home > CRM > Campaign > Campaign

1. How to Create a Campaign

  1. Go to the Campaign list, click on new.
  2. Enter a name for the campaign.
  3. Enter a description to describe what the campaign is about.
  4. Save.

2. Features

2.1 Tag Campaign in Lead, Opportunity, and Quotation

When a marketing campaign generates a lead or an opportunity, you can tag the campaign while creating the or Opportunity. You can also tag the campaign in Quotation.

This helps in assessing the effectiveness of a marketing campaign by calculating the return on investment.

2.2 View Leads Generated by a Campaign

  1. Click on 'View Leads' button in the campaign.

  2. You will see a filtered list of leads made against the campaign.

  3. You can also create new leads against the campaign by clicking on 'New'

2.3 Set up email schedules for Email Campaigns

If you want to carry out a campaign using emails for your leads or contacts,Email Campaign serves the purpose.

You will have to set up a schedule for the campaign. Click on 'Add Row' to add an entry to the campaign schedule.

  • In Email Template, select an 'Email Template' which you would like to send via email to the lead or contact. You can create one as follows:
  • In Send After (days), specify the number of days after which the respective email should be sent. Using this field, the day on which email is to be sent is calculated relative to the Start Date of Email Campaign.

2.4 Dashboard

The Campaign dashboard shows you all the Email Campaigns and Social Media Post linked to the Campaign. You can also create a new Email Campaign and Social Media Post from here.