Customer Relationship Management Software
Automate the Entire Customer Journey
and Boost Sales Process by 3X using
Innomaint CRM Software
Optimize sales & marketing process
Improve customer retention
Shorten sales cycles
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Retaining customers is less expensive and saves the effort of acquiring new customers. With a CRM System, you can implement customer retention strategies to help your business prosper.
A CRM Tool helps you improve customer experience by listening and responding to your customers better based on priorities, and accessing all records quickly.
Progress Based Targets
Set targets for the team based on stage wise deal info., month-on-month comparisons of deals created, closed, and revenue earned.
Use the organized information you have on leads to tailor & prioritize your communication with relevance to their needs.
Don’t miss out on any follow-up at the planned time with prompt notifications and reminders so that you never lose closure.
Single Click Invoices
Convert sales orders straight into clear, accurate & instant invoices in one click with a professional touch for quick and satisfactory payments.
Fact Oriented Decisions
View & download customized reports on leads, quotes, invoices, campaigns etc. for deeper insights into customer & revenue earning activities.
Keep Sales Reps Organized
Reminders and follow-up of upcoming deadlines, customer meetings, or other tasks for sales persons to stay organized, clear, and prioritized on their tasks.
Best Ever Customer Service
Integrate your CRM solution with field service management software for opening up new horizons in streamlining customer service, and sales automation, and responding to customer inquiries faster.
Smart Contact Data
Store contacts in an organized way with social handles, contact preferences, and assistant information and assign them to staff for best handling.
Greater Conversion Rates
Advance the negotiations down the sales funnel by viewing the deal status summary in a single Dashboard from home, office, or elsewhere.
Analyze, Coordinate, and Tweak
campaigns to attract customers
Create, store and access contacts with lead source information, social handles and all information needed to convert them as leads, if not.
Organize and manage contacts effectively
Streamline sales and customer service processes
Manage Centralized Database
Real-time insights on lead status in a few clicks including all associated open and closed meetings, calls, tasks, campaigns, notes etc., in a single place.
Prioritize and manage leads effectively
Build long-term relationships with leads
Increase conversion rates
Create a virtually unlimited number of accounts in centralized cloud storage using bulk upload from excel sheets and trace all recent activities with 24×7 access.
Create and manage customer accounts
Analyze customer data and behavior
Single view of a customer with just a few clicks
Sales Order Management
Add products to sale order with tax, discount information; duplicate the orders; associate addresses and convert them in a single click into invoices.
Eliminating the need for manual intervention
Quickly process and fulfill customer orders
Visibility into the entire sales order process
Centralized Calendar View
Get an aerial view of the sales, marketing and support activities scheduled for the day, week, and month with timestamp.
Stay organized and focused on their goals.
Easier to keep track of deadlines
Improve communication and coordination within the team
Bulk upload leads and deals details from excel sheets to the cloud based application for quick migration and view logs on success status.
Help ensure data accuracy and consistency
Reducing the risk of errors
Manage large volumes of data
View Best Statistics
View top leads closed and big deals lost for the month, high value deals open for the month & top 20 best deals closed so far, overdue tasks etc.
Identify areas of success and improvement
Help businesses make more informed decisions
Optimize your sales and marketing strategies
You can use built-in sale order, quote & invoice templates for quicker communication with the prospect.
Avoid the hassle of recreating the same document
Speed up documentation process
Ensures overall quality of the document
Scale up your business through
smooth team efforts
Some Leading Industries CRM System Use cases
In the manufacturing sector maintenance of good relationships with customers is crucial for receiving repeat orders.
Our CRM software has integrated marketing and support modules that help you manage customer relationships and plan future sales.
This software keeps everything in one place for easy access. Account managers can set reminders for courtesy calls and emails to and from the customer are automatically added to the CRM.
InnoCRM software can help travel agencies understand their customers better, engage in meaningful conversations, collect feedback on rides, organize personalized trips, and keep customers coming back for more.
Owing to the highly seasonal and competitive nature of the travel industry, a credible online presence is vital to stay ahead of the curve.
Additionally, with the rise of travel aggregators and changing expectations of travelers, especially millennials, providing unique and personalized travel experiences is essential to succeed.
The real estate CRM system helps people who work in real estate, like agents, brokers, and developers, keep track of important information about their clients and properties.
It helps them manage everything from the first contact with a potential buyer or seller to the final sale or lease of a property.
The real estate CRM system helps real estate agencies stay organized and efficient by providing a one-stop shop for managing all the different aspects of their business, like property management and pricing quotes.
Using a CRM (Customer Relationship Management) system in retail lets you personalize every step of a buyer’s journey.
You can gather customer information and share it across your marketing, sales, and service teams.
With CRM, each team member can create a personalized and meaningful interaction with the customer. It’s a win-win situation for everyone involved!
Financial institutions use CRM to manage client interactions, enhance customer satisfaction, and increase retention.
By consolidating client information in one place, finance professionals can better understand client needs, anticipate future needs, and provide personalized service.
Financial advisors can use CRM to track client investment portfolios, schedule appointments, and send timely reminders.
An Education CRM (Customer Relationship Management) software helps schools and universities to manage their interactions with current and potential students, alumni, parents, employees, and donors.
It stores all the important information about them in a centralized location, making it easy to access on need.
This information may include their name, age, gender, educational background, fee dues and contact details like email, phone number, and social media handles.
Star hotels, restaurants, and guest houses handle a lot of guests. This industry also includes food and beverages, travel, and tourism.
Receptionists handle special requests, service complaints, customized quotes, and reservations. It is hard to manage all the above said tasks manually.
That’s why companies in this industry are investing in software to help them provide quick customer service with a smile and warm reception, which is a must for business growth.
InnoCRM software can be used for free by non-profit organizations and online crowdfunding platforms to manage allocated budgets, finances, receive donations, and track the delivery of benefits to the needy.
It also helps keep track of important dates and information about donors. The software has features that make it easy to manage campaigns, volunteering activities, and it can generate reports to help organizations make informed decisions.
Additionally, NGOs can use the software to send bills to campaign runners.
Insurance agencies can customize to suit their needs.
It can help automate tasks like marketing campaigns, policy sales and renewals, and customer service, all in one place.
It can help increase sales and improve customer service, paving the way for improvement in the scope of insurance.
A healthcare CRM system is a special tool that helps medical institutions, like hospitals or clinics, keep track of their patients’ information, like medical history and appointments.
It’s like a database that helps staff manage patient care and keep things organized. By using a healthcare CRM, medical institutions can improve their customer service and keep track of important information like medical bills.
They can even set up an online portal for patients to book appointments. The healthcare CRM system also provides helpful reports and analysis to help clinics better understand their daily work.
Using CRM software, e-commerce business owners have an overview of their operations and identify potential sales opportunities.
InnoCRM helps them organize all customer interaction information, making it easier to discover and attract new buyers. The software can provide relevant information about current customers, boost customer loyalty, and widen the reach of e-com businesses.
Additionally, it can help business owners understand their customer’s buying habits, ultimately reducing customer management costs.
InnoCRM software is designed for sports club owners, coaches, parents, and athletes. It has a simple and user-friendly interface.
It provides tools to manage player details and plan unique fitness programs by tracking the progress and achievements of individual players.
Frequently Asked Questions
Is CRM essential for a small business?
CRMs help increase the profitability of small businesses by capturing more leads and increasing customer acquisition and retention rates. It automates sales and marketing activities to keep the focus on the sales and customer support journey.
Why automate sales, marketing, and customer support?
If you carry out promotion and sales activities as you do now, you may contact the same prospect repeatedly in a pointless manner. There will be gaps in the updation of knowledge on lead status in sales cycles. It complicates personalized and effective campaigns. You will have no means to infer customer behavior and satisfaction.
How can a CRM system help to improve customer data accuracy?
People change phone numbers and email ids. A CRM ensures that these changes do not impact your campaigns by making such key fields mandatory, accurate, and complete without data duplication. It is tedious using a database or excel sheets.
How user-friendly is a CRM system?
An user-friendly CRM displays only useful and relevant data in the Dashboard. It allows smooth navigation across screens and provides a clear contact card- all information about a prospect.
What types of reports can be generated with a CRM system?
It empowers business heads with leads reports, invoice reports, sales order reports, campaign reports, quotation reports, etc., to reshape the sales, marketing campaigns and improve customer support.