CRM – Arihant ERP
Arihant AI | CRM – Arihant ERP
Customer Relationship Management (CRM) - Arihant ERP
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Reduce Data Entry
Get leads automatically created from emails. Send quotes in just a few clicks, manage your pipeline with drag & drop.
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Import Leads
Easily import prospects files with ERP’s column matching tool.
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URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
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Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
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Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
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Pipeline Management
Manage your pipeline in multiple views : Kanban, List, Calendar, Pivot, Graph. Set up specific stages for each sales team.
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Automate Activities & Calls Management
Plan and automate your activities based on lead type. Track, log and analyse the activities of your team.
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Emails Templates
Create template of emails for most common communications with your customers or opportunities.
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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 ERP - CLOUD BASED BUSINESS SOLUTIONS
CRM Module Workflow
Generate Leads from your website, emails
Import leads using our column matching tool from CSV
Assign leads to sales person / sales team
Convert Lead into opportunity
Convert Lead into opportunity
Create quick Quotation from Opportunity and assign opportunity to Sales Team.
ARIHANT ERP