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.
Easily import prospects files with ERP’s column matching tool.
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 from the opportunity of customer. Sync with mobile phones and Google calendar.
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.
Create template of emails for most common communications with your customers or opportunities
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