CraftBox Techonology | Our Product Details

Custom CRM

Revolutionize Your Customer Relations with Craftbox Technology’s CRM Solution

Elevate your customer management strategy with Craftbox Technology’s cutting-edge CRM (Customer Relationship Management) software. Designed to cater to businesses of all sizes, our CRM solution offers comprehensive tools to enhance customer interactions, drive sales, and streamline operations.

Key Features:

Contact Management:
Keep track of all customer interactions and details in one centralized database. Easily access and update customer information, ensuring that your team has up-to-date insights.
Automated Workflows:
Boost productivity with automated workflows that handle repetitive tasks, such as follow-ups and reminders, allowing your team to focus on building relationships.
Sales Pipeline Management:
Visualize your sales process with a dynamic pipeline management system. Track deals from initial contact to closing and ensure that no opportunity is missed.
Lead Tracking:
Capture, track, and nurture leads efficiently. Our CRM helps you convert prospects into loyal customers with tools for lead scoring and segmentation.
Customizable Dashboards:
Get a snapshot of your business performance with customizable dashboards. Monitor key metrics and generate reports tailored to your needs.
Integration Capabilities:
Seamlessly integrate with your existing tools and platforms, such as email, social media, and other business applications, to ensure a unified approach to customer management.
Mobile Access:
Manage customer relationships on the go with our mobile app. Access essential features and stay connected wherever you are.
Analytics & Reporting:
Make data-driven decisions with robust analytics and reporting tools. Track performance, identify trends, and generate detailed reports to inform your strategy.
Customer Support:
Enhance customer satisfaction with tools designed for superior support, including ticketing systems and communication tracking.
Data Security:
Protect your customer data with advanced security features. Our CRM ensures data confidentiality and compliance with industry standards.
Customizable Fields & Modules:
Adapt the CRM to fit your unique business needs with customizable fields and modules. Tailor the system to your specific requirements.
Automated Reminders & Notifications:
Never miss an important task or follow-up with automated reminders and notifications that keep your team on track.
Rights-Based Data Assignment:
Assign data access and permissions based on user roles and responsibilities. Ensure secure data handling and efficient resource allocation with customized access controls.
Follow-Up Reminders:
Set and manage follow-up reminders to ensure timely communication and maintain engagement with your customers.
Location Tracking:
Track the location of your sales representatives or field agents in real-time to optimize route planning and improve service delivery.
Sales Performance Tracking:
Monitor and analyze sales performance metrics to identify trends, assess team productivity, and drive strategic decision-making.
WhatsApp Integration:
Communicate with customers through WhatsApp directly from the CRM, enhancing engagement and providing a seamless communication experience.
Customer Performance Tracking:
Evaluate and track customer interactions and performance to better understand customer behavior and improve service quality.
Purchase Order Management:
Streamline the creation, tracking, and management of purchase orders. Ensure accurate order fulfillment and maintain clear records of all transactions.
Quotation Order Management:
Generate and manage quotations effectively. Provide customers with accurate and detailed quotations and track their status through the CRM.
Invoice Management:
Handle invoicing with ease. Create, send, and track invoices directly from the CRM, ensuring timely and accurate billing and payment collection.