100+ Features of IT CRM

sales-target-module

Sales Target Module

  • Set, trace and reach sales targets for your IT company and sales people respectively.
  • Examine your revenue broadening.
  • Monitor & manage the sales performance of your business and sales teams.

leads-module

Lead Module

  • Feed-in diverse leads.
  • Know the lead stage, follow-up status & prioritize leads accordingly for improved deal closures.
  • Club and allocate potential customers as per your desire.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can feed-in basic details of leads as per the current form fields given.
    • You can mention the source of the lead & the product / service the lead has enquired for.
    • You can allocate leads manually or automatically.
    • You can classify leads and add tags.
    • You can prioritize leads and also add remarks.
    • You can immediately insert leads from your website into the CRM and auto allocate leads to respective sales people in a round-robin method.
    • You can get custom made tags according to leads.
    • You can get customized stages and priorities.
    • You can assign leads to sales team employees product / service wise.
    • You can view leads assigned to sales people product / service wise.
    • You can import leads from your excel sheet.
    • You can get an itemized list of lead data imported via the excel sheet.

    30+ Lead reports

    For information on Lead Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Make follow-up calls, emails, sms and meetings with leads.
  • Schedule follow-ups with leads via calls, emails, sms and meetings.
  • Get alerts for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can choose a date & time to schedule follow-up calls with leads and clients.
    • You can add the purpose of the call and assign tags. Eg: important, very important, etc.
    • You can set sms or email alerts for calls so that you or your sales people do not miss to follow-up with leads and clients.
    • You can also allot calls to sales people under you.
    • You can see your whole teams today’s calls, pending calls, scheduled calls, calls done.
    • You can update pointers regarding the call and delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can streamline a call / meeting / email as discussed over the call.
    • You can keep a tab on calls made by sales people / users to know what’s exactly going on in sales follow-up.

    2 Calls reports

    For information on Calls Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can do a quick search of messages by typing-in the name, email ID, team, department, category, etc.
    • You can automate follow-up sms to leads, clients, contacts and vendors for respective reasons.
    • You can direct sms to multiple groups as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can choose a template from the existing templates created by you.
    • You can get an updated view of your sales teams' today’s sms, scheduled sms, sms sent.
    • You can see the number of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can do a quick scan of emails by entering the name, email ID, company name, team, department, category.
    • You can do a quick scan of emails by entering the name, email ID, company name, team, department, category.
    • You can choose an email body text from the current ones made by you.
    • You can physically create emails with desired font format options and attach files.
    • You can view your entire team's today’s emails, scheduled emails, emails sent. Respective people can see their own scheduled emails.
    • You can view the exact count of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in IT CRM -, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can pick a date & time to schedule meetings with existing & prospective clients.
    • You can specify agendas for meetings and affix tags to a meeting such as: important, very important, etc.
    • You can receive sms or email alerts so that you or your sales people never miss a meeting.
    • You can also assign meetings to sales people / agents who report to you.
    • You can view your sales teams today’s meetings, pending meetings, scheduled meetings and meetings done.
    • You can update minutes of the meetings.
    • You can change the status of the meeting for e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can add information about points discussed in the meeting.
    • You can maintain a record of meetings done by sales people / users to know what’s exactly going on in sales follow-up and meetings in general.
    • You can tag many internal employees for a client meeting or internal meeting.
    • You can keep a track of internal meetings.
    • You can send 'Schedule a meeting' link to leads and clients.
    • You can view all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Meeting reports

    For information on Meeting Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

product-service-module

Product / Service Module

  • Add & manage multiple products / services.
  • Feed-in specifications of your products / services & added taxes.
  • Closely observe their sales in real time.

  • product-service
    Data is for representation purpose only.

    Things that you can do in Products module.

    • You can give details of numerous products / services as per the current form fields.
    • You can add product/service code number, start & end date.
    • You can give specific details & tags for your product / service. Tag Eg: Premium, Custom, etc.
    • You can give a Cost price, Minimum Selling & Maximum Selling prices of the product / service.
    • You can include taxes and extra charges for the products / services.
    • You can affix pictures & variant document formats regarding your product / service. Eg: Presentations, brochures etc.
    • You can view & modify product / service details.

    For information on Product / Service Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Client Module

  • Type-in basic details of clients.
  • Allocate, classify and communicate effectively with your clients via calls, emails and sms.

calendar-module

Calendar Module

  • Keep a calendar with an organized listing of your tasks.
  • Mark prime dates relevant to your company, employees, leads and clients.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can see a list of critical tasks and important dates relevant to your IT firm, employees, leads and clients.
    • You can view all the tasks, calls, SMS, emails scheduled in your calendar.
    • You can rework tasks, calls, SMS, emails scheduled in your calendar.

    For information on Calendar Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

company-module

Company Module

  • Add and handle your firm's and branch's details; save and know basic contact information.
  • Add, modify and delete contact particulars & designations of employees according to departments.

  • bpo
    Data is for representation purpose only.

    Things that you can do in Company Module.

    • You can feed-in your Company's details with the branch, department and designation particulars.
    • You can view, change and discard your firm’s information with the branch, department and designation details.

    For information on Company Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

contacts-module

Contacts Module

  • Store, modify and delete contact details of clients.
  • Save important dates regarding products and services purchased.
  • Organize reminders for payments, etc.

  • contacts
    Data is for representation purpose only.

    Things that you can do in Contacts Module.

    • You can import your existing contacts.
    • You can add multiple contact details of clients.
    • You can add birth dates, anniversaries, remarks and other information about respective contacts.
    • You can add & view all the contacts with their necessary details.
    • You can categorize contacts and send sms & emails.

    View 4 Contact reports

    For information on Contacts Module in IT CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on IT CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600