Why your company needs a CRM Solution?
Industries we have served
Complaints and Issue Tracking
Lead & Contact Management
Every sales lead, if rightly tracked and nurtured, can be a revenue generating opportunity. Track every step taken to convert your lead to a customer, like follow ups, reminders, call and meeting conversations. Deal with the vital task of managing your contacts across various domains.
Pipelines & Opportunities
Create multiple pipelines and track their progress and values. This provides a very intuitive way to track the performance of a marketing channel. Opportunities can be created within a pipeline and then tracked throughout their complete lifecycle.
Quotations & Documentation
Create custom quote documents for leads and send them directly from your system to their email id. Quotes can be customized for their layout and its status can be tracked. Maintain other documentations and keep your file management online.
Setup individual or recurring tasks and assign it to the staff members. Stay on track on every task with customized reminder on SMS or Email. In addition, tasks can be linked to contact, leads or projects.
Calendar & Events
See all your CRM events and tasks on a single view of a calendar with ability to drag and drop feature to edit details. View calendars of multiple users on a single view and use various filters to view specific data.
Schedule appointments on your dairy and never miss out on an important meeting with the customer. Send custom invitation to the concerned parties and also get reminders.
Ticket & Issue Tracking
Create tickets for customer issues and make it auto assign to staff members with auto updates on every step. Keep track of the progress on the issue and allow for auto escalation to higher authorities if there is no progress. Keep track of your issues and allow for auto escalation of issues if not solved.
CRM solutions Our selected work
Geniemanager Storage Space Marketplace
A SaaS based ERP tool and a Marketplace platform developed for one of the leading real estate property company in South Africa. The marketplace platform allows general users to book space/units on rent from companies registered on the platform. The architecture of this system is on SOA with multi-tenancy. The main aim of this solution is to provide a common platform for tenants and storage companies for business.
Project Management & CRM System
An end-to-end SaaS based Project Management & CRM system for any product & service company. Any company admin can create their organization account and a separate sub-domain is automatically created for them to access. Various modules include customer database, project management, quotation/work order/PO management, task scheduling, reminders, invoicing, reporting & communication module.
Service CRM system
A CRM & service management tool for executive services industry, which allows access to company officials and service executives. Companies who offer executive documentation services like human resource, financial services, licensing and insurance management can use this solution to track their operations. When documents are uploaded for any service, the admin receives an instant notification, can review the document and share his comments. Companies can also review their freelancer/staff who performs the services.
Lead Tracking System
A compact yet intuitive lead tracking system developed for a Real Estate mogul in North America. This system allows user to create a lead, track their progress, create reminders and add follow up details. Users can manage the status of the leads. The admin has access to some highly graph-oriented reports to track staff performance.
A comprehensive SaaS based Building & Condo management system for South African region. This tool allows a property owner to register and manage their property operations like contact management, building facility bookings, news & updates, building document repository, conducting online meetings and much more. Building owners can conduct online meetings and also accept votes from the members with implementation of quorum rules.
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