All-in-One CRM Software | Manage Sales, Leads & Customer Relationships

Key Features

Embrace the Transformative Advantages that Propel Efficiency, Collaboration, and Success in Customer Relationship Management

Initial Setup

The initial setup of the AstraERP CRM module involves defining core entities such as Leads, Contacts, Accounts, Opportunities, and Activities. Each entity is configured with essential fields like name, status, and value to track sales and customer interactions.

User roles and permissions are set up to ensure secure data access. The interface includes dashboards and search features for easy navigation. Additionally, master data like lead statuses and opportunity stages are configured, allowing for flexibility in adapting to the business's sales processes.

CRM Sales

The CRM Sales module serves as the foundation for managing the entire sales lifecycle. From initial prospecting to closing deals, the CRM Sales module ensures that sales teams can effectively track and manage customer relationships and sales opportunities. The primary focus of this module is to organize and streamline the sales process, providing sales teams with the tools they need to nurture leads, convert them into opportunities, and ultimately drive revenue.

CRM Opportunity

The CRM Opportunity module is a central component of the Astra ERP CRM system, playing a pivotal role in tracking potential deals, managing the sales pipeline, and optimizing the sales process. It serves as the bridge between early-stage lead generation and the eventual closure of sales, ensuring that sales teams can track the progress of each opportunity in a structured and organized way.

CRM Customer

Effective customer support is a crucial element in fostering long-term customer loyalty and satisfaction. The CRM Customer Support module within AstraERP is designed to streamline and optimize the process of managing customer inquiries, issues, and requests. By integrating support processes into a single platform, businesses can ensure faster response times, improved resolution rates, and a better overall customer experience.

Customer Relationship Management

Allow your business to manage interactions with customers with ease.