CREST CRM

Lead Management

Lead Management ensures that the Sales team are always on top of all the leads and ensures that none falls through the track. CREST CRM software will aid you in reaching your business goals

• Capture complete Lead information with CRM tools: – Key attributes captured are Organization name, Contact Name, Industry classification, Category, Source, Priority and Status.
• Leads can be “Assigned To” a Sales representative.
• Lead specific Notes: This section provides flexibility to track the various notes one would like to register against the Lead.
• Upload Documents: This section provides flexibility to upload and store any kind of documents related to the Lead.

Opportunity & Deal Management

• Create one or more opportunities against a specific lead. Key attributes like Probability, Status, Estimated deal value, expected closure date, Priority etc can be recorded for effective tracking. Notes & Document section captures key information about the opportunity.
•  This CRM system can create customer quote by linking the product and services. Quotes can be revised multiple times and the history information is tracked. .
• On deal closure, a customer profile can be created for the opportunity and the quote can be converted into a customer sales order.
• Tight integration with Sales order & Inventory Module ensures seamless data flow from opportunity till deal closure, reducing manual data entry with the help of CRM based cloud.

Contact Management

• Contact management enables the sales representatives to capture all the contact details about the lead. Any number of contacts can be associated to a lead
• Provision to send real time Sales & Marketing communication to contacts.

Reports & Dashboards

• CREST CRM provides various dashboards built on Opportunity and Leads. You can use CRM for small businesses as well as large corporates. For trading, manufacturing industries, CREST ERP paves way for inventory management.
• This is user configurable and the applicable dashboards can be enabled based on role.
• Lot of inbuilt reports are available which helps in viewing the data across multiple dimensions like Status, Priority, Stage, Source, Probability, Owner etc.
• Get the Consolidated Report Grouped By Status, Priority, Category, Owner, Source, Industry
• Leads Reports Which can be Filtered by one or more Parameter and Group by a user selectable Parameters. This is the best CRM software for businesses of all scales.

Activities Management

• ACTIVITIES option enables the user to record and track activities against a Lead or Account or an Opportunity. Activities can be classified as “Event”, “Call” and “Task”, Activities are grouped and listed under different time buckets – Today’s activity, Next 7 Days, Overdue
• User also have a provision to add Notes & Attach documents against an activity