Challenge 

Traditional CRM systems often fall short in meeting the demands of modern sales teams, lacking essential features for efficient company profiling, user management, document handling, task tracking, and contact management. Recognizing this gap, we sought to develop a multi-tenant platform that would centralize these functionalities. By providing a comprehensive solution for company profile creation, role and permission assignment, document management, task tracking with real-time updates, advanced contact management, project and inquiry tracking, and visual data representation, the platform aims to streamline sales processes, enhance collaboration, and drive business growth in the digital age.

• Fragmented CRM Systems
• Lack of Advanced Analytics Utilization
• Lack of Advanced Lead management

Solutions

In today's highly competitive market, cultivating strong customer relationships is paramount. Having a sales CRM can provide a robust platform to streamline sales operations and elevate customer interactions. CRM includes comprehensive company profiling, granular user and permission management, efficient document and task handling with real-time updates, and sophisticated contact management with bulk import, lead assignment, and advanced filtering capabilities. To optimize project and inquiry management, CRM offers intuitive dashboards, charts, graphs, and Kanban views. A world map feature provides a global perspective on company locations, contacts, and project status. By leveraging Sales CRM, businesses can foster collaboration, make data-driven decisions, and drive substantial growth in the digital age.

• Streamlined Lead management
• Streamlined Inquiry management
• Advance Reporting & Analytics

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If you want to create a custom CRM tailored to your specific needs, explore our Custom Software Development services. At Zignuts, we design solutions that enhance functionality and drive business growth. Learn more about how we can customize your CRM at Custom Software Development Services.