CRM – Arihant ERP

arihant

Customer Relationship Management (CRM) - Arihant ERP

Reduce Data Entry

Reduce Data Entry

Get leads automatically created from emails. Send quotes in just a few clicks, manage your pipeline with drag & drop.
Import Leads

Import Leads

Easily import prospects files with ERP’s column matching tool.
URL Trackers

URL Trackers

Track the source of the leads using UTM trackers in all your marketing campaigns.
Plan Next Actions

Plan Next Actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.
Schedule Meetings

Schedule Meetings

Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Pipeline Management

Pipeline Management

Manage your pipeline in multiple views : Kanban, List, Calendar, Pivot, Graph. Set up specific stages for each sales team.
Automate Activities & Calls Management

Automate Activities & Calls Management

Plan and automate your activities based on lead type. Track, log and analyse the activities of your team.
Emails Templates

Emails Templates

Create template of emails for most common communications with your customers or opportunities
Leads Analysis

Leads Analysis

Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc. Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
ARIHANT
ARIHANT ERP - CLOUD BASED BUSINESS SOLUTIONS

CRM Module Workflow

1

Generate Leads from your website, emails

2

Import leads using our column matching tool from CSV

3

Assign leads to sales person / sales team

4

Convert Lead into opportunity

5

Convert Lead into opportunity

6

Create quick Quotation from Opportunity and assign opportunity to Sales Team.

ARIHANT ERP

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