Customer Relationship Management Software | Innovative solutions of your Business challenge

CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE

Customer Relationship Management Software is the ideal way to manage customer leads, opportunity, accounts, contact, task, case, product, quote, sales, invoice, tax, newsletter, clients and employee.

Schedule Meeting for Your Business

Customer Relationship Management Software is the ideal way to Manage Complete CRM Operations

User Friendly Interface

Customized User roles with Access Rights Management
User management
The user can edit and view their details

General Customization Available

Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

Leads Module and Project Module

Leads Module

Add leads easily with intuitive UI
Keep track of leads in Once place
Close leads faster using notes, tasks and file attachment features

Project Module

Manage All projects from Single Screen
Create Project for any Client and assign a team to it
Create Task list for each project

Sales Module and Tax Module

Sales Module

Generate sales order directly or from the quote
Associate sales order with Project – the billable task
Generate invoice for sales order

Tax Module

Tax list management
Add tax to % amount
Select tax value directly from the quote, sales and invoice

Newsletter Module and Contact Module

Newsletter Module

MailChimp integration
Import leads and contacts directly in MailChimp
Easy to configure

Contact Module

Create Contact view Design
Organized view to save time
Manage contact with task and notes

User Module and Invoice Module

User Module

Customized User roles with Access Rights Management
User management
The user can edit and view their details

Invoice Module

Build Client winning Quotes and Invoices
Print invoice in PDF or on Screen
Setup Subscription based recurring Invoices

Download Complete Module List

Frequently Asked Questions [FAQs]

Can I check a demo of Customer Relationship Management Software?admin2023-12-12T13:01:38+00:00

Can I check a demo of Customer Relationship Management Software?

Yes, we would be happy to demonstrate Customer Relationship Management Software through a web-conference at your convenience. You can view the Customer Relationship Management Software demo by selecting your options and consulting with our experts to arrange the demo, please contact sales@dasinfomedia.com

Does Customer Relationship Management Software support multiple languages?admin2023-12-12T13:02:21+00:00

Does Customer Relationship Management Software support multiple languages?

Yes, Customer Relationship Management Software comes with multiple languages. The system provides 30+ Different Languages.

Is my data safe?admin2023-12-12T13:03:36+00:00

Is my data safe?

We’re fervent about keeping your data safe and secure. Our facilities feature stringent 24/7/365 security with video monitoring, biometric access, and advanced fire, flood, and theft monitoring systems. Our network security system employs the latest encryption and intrusion detection and prevention technologies.

How many types of payment does the system support?admin2023-12-12T13:04:10+00:00

How many types of payment does the system support?

The system provides a Default Paypal Payment Gateway, The system is integrated with Our PAYMASTER plugin, so the user gets 8 different payment gateway.

Have more questions?admin2023-12-12T13:04:31+00:00