Customer Relationship Management

Full-Featured Software -Affordable, Scalable and Easy to Implement.

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Customer Relationship Management

CRM is a strategy for managing all your company's relationships and interactions with your customers and potential customers. It helps you improve your profitability. Customer Relationship Management enables you to focus on your organisation’s relationships with individual people – whether those are customers, service users, colleagues or suppliers. CRM is not just for sales. Some of the biggest gains in productivity can come from moving beyond CRM as a sales and marketing tool and embedding it in your business – from HR to customer services and supply-chain management. It's pretty clear that cloud-based CRM is the right choice for organisations of any size. CMR is compatible with smart phones and tablets, Can easily track the update history. Track at any time the status of issue And when it comes to choosing a specific solution, CRM with techkshetra is the obvious choice.

Monitoring

Easy monitoring of individual Users along with automated and quick report generation.

Issues

User have the log for issue management where they can create/add issues.

Track Issues

Admin and user can track the issue status and update history, date and timewise.

Admin

Admin has the authority to create, edit and update the details of users, issues category, issue department and generate reports dynamically.

What We Offer

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Modules of CRM

Dashboard

Dashboard give the overall view of below listings

  • Total issues
  • Monthly Issues
  • Assigned Issues
  • Resloved issues
  • Closed issues
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Issue Management

The complete management of issues is available from adding a issue to view, edit the issue. After every edit the issue edit log is updated.The below listing options are availably in issue management

  • Add Issue
  • View Issue and View Edit Log
  • Edit the issue
  • Sercah the issue by status, issue id etc

Add Issue

Add issue menu when clicked a form open to enter the issue details when submited the issue will be added. Once the issue is added the following details will be available

  • Unqioe issue Id
  • User added the issue
  • Date and time the issue was added
  • The client/customer details with their issue details
  • Category , department and location of issue
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Report

The dynamic issue report can be generated by admin and super admin. The below listing options are availably in account management

  • Report can be generated for a duration
  • Apply department and category filter before report generation
  • Filter by status and assigned to
  • After generation of report export the generated report to excel

Settings

The settings module allow the super admin to add the users as a agent or admin, add the category and add department. The below listing options are availably in settings

  • Add,edit, view, activate or de-active the users as admin or agent
  • Add,edit, view, activate or de-active the issue department
  • Filter by status and assigned to
  • Add,edit, view, activate or de-active the issue category
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