Custom CRM Software Solutions

We provide an end-to-end customised and full-featured CRM software development services to make your business customer relationship management process smarter, better and faster than usual. Our services include development, integration and customization based on your technology recommendation for CRM solutions. Our custom CRM software acts not only as a contact management but also defines the leads with auto-reply follow-ups and history logs.

Our CRM solution helps you with no prior experience. It automatically collects leads from various mediums like websites, campaigns, chatbots and social media etc. With extensive experts in our team, we deliver cloud based web portals and executive apps in android with customised functionalities that match your business requirements. We design, develop and implement a complete CRM system that suits your business.

Why Custom Relationship Management
System Essential for Your Business?

Are you the one using a generic customer management platform?

In order to upgrade your customer relationship management, this CRM system is very essential for your business. It supports you to find your industry-specific solution for an enhanced ROI and improved customer experience.

Our custom customer relationship management software helps you to collect extensive business insights, market analysis and customised sales campaigns, marketing workflow automation with advanced systems for your business forecasting and analytics.

CRM guides any kind of business to build a healthy relationship with their customers that creates loyalty and customer confinement. With the help of our Phoenix CRM, you can generate increased profits for your business. CRM as a management strategy tool with simple UI design helps businesses for data collection to recognize and communicate with customers in an extensible way.

Unique Business Solutions

Avoid High Licensing Fees

Flexible to Business Needs

Maximise Opportunities

High-end Security Mechanism

CRM Software Development Services

Lead Management - First Phase of CRM

Lead Management and Customer relationship management both terms are quite equally used to describe a system that manages the entire customer life cycle. But actually both are different. Lead Management assists you to track all your leads from all possible sources and to keep them in one place. The concept of lead management ends once the lead transforms into a customer. On the other hand, CRM will essentially perform the same thing, but they are utilised to much more process.

Most of the businesses prefer to have both in the same system and that’s what Phoenix CRM is. With our powerful CRM, you can get full vision and control over up-to-date customer contact details, tracking and maintaining all marketing campaigns, and highly benefits to convert your lead from capture to close.

What We Deliver

Our futuristic Phoenix CRM provides technology sophistication for you to take a lead in the market and cut down the distance between you and your customers. Our System comes with

Cloud based web portal
Executive App in Android

Third Party Integrations

To deliver the best on-demand user experience we need to build a solution that ensures ease of use.

Best in class Cloud Hosting
Push Notifications
SMS Notifications & Alerts
Transactional email integration

Features

Import New/Existing Leads

Importing and exporting the leads is the most common thing. To do it, our Phoenix CRM holds multiple choices. As a *.CSV files Microsoft excel sheets can be used to add leads. By using the create lead option, leads can be imported or created. After the insertion of leads, Phoenix CRM will shortlist the leads based on the primary mobile number, email or whatever you choose and it will ignore the leads with duplicate details.

Lead Hub

Phoenix CRM will automatically collect leads from various sources like contact us form, marketing campaigns, etc.. All the collected leads will be stored in a secured centralised place called LeadHub. Based on the source and relevance, LeadAPI will assign a star for a lead which determines the lead is highly convertible.

Moreover, bulk leads can be assigned to various sales executives and the executive should accept the lead for acknowledgement. In addition, there is a concept in Phoenix CRM called contactable date, which means lead can be created anytime but it needs to be contacted only at contactable date.

Brands

One of the most effective features in Phoenix CRM is “Brands”. This feature allows the businesses with multiple brands to function under this one software roof. While creating a lead, it can be assigned to its brand by selecting the brand from the dropdown list. Throughout the selling lifecycle, all the details and communications regarding the lead and follow-ups will be sent to the assigned brand email and branding materials. You can add a large number of brands in our CRM and it won’t affect its speed or also pricing.

Dashboard

Phoenix CRM dashboard enables the administrators and executives to track and collect lead statistics and follow-up statistics in real time. Every aspect of stats like fresh leads, valid leads, disqualified leads, fixed appointments, opportunities, orders received, Company visits, Follow Ups, Yet to Follow can be seen in numbers as well as in graphical representation to enhance the vision to focus on greater sales.

Follow-ups

Follow-ups are a set of leads grouped under certain action items like Call Later, Not Answered, Not Interested, Required more details via email, etc.. Whenever the executive chooses the action item after the call, corresponding transactional SMS and Email will be triggered and delivered to the customer automatically. To picturize your brand unique and polite, Phoenix CRM provides excellent brand oriented response email design. In addition, every sending SMS,Email and its delivery, read reports will be stored.

Advanced Lead Search

Advanced lead search is an intuitive searching feature which allows the executives to search and extract lead data as soon as possible. With using any segment like contact number, email id, name or project name, it is possible to retrieve the lead within seconds. Moreover, there is an auto sort feature in Phoenix CRM which will filter the leads during the keypress.

History & Logs

Converting the lead into a profitable customer is a key in sales and that’s what every management expects. For converting the lead, it is essential to know about your customer. Following up your previous communications will be much more effective to learn about your customers. Moreover, acknowledging their previous comments will delight and make them more comfortable.

Our Phoenix CRM stores every communication like email, SMS with delivery and read reports. Before contacting the customer, executives can check out the logs and can prepare themselves to communicate with the client. Furthermore, history logs help executives to make decisions sometimes. For instance, a particular customer would never respond to calls during the business hours. By seeing this, executives will make calls after business hours. This kind of micro management decisions are possible only with Phoenix CRM.

Custom CRM Software Development Services

Custom CRM Software Solutions