CRM – Arihant ERP
Arihant AI | CRM – Arihant ERP
Customer Relationship Management (CRM) - Arihant ERP
Reduce Data Entry
Get leads automatically created from emails. Send quotes in just a few clicks, manage your pipeline with drag & drop.
Import Leads
Easily import prospects files with ERP’s column matching tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
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
Plan and automate your activities based on lead type. Track, log and analyse the activities of your team.
Emails Templates
Create template of emails for most common communications with your customers or opportunities.
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