Customer Relationship Management refers to the methodologies, software and Internet capabilities which are used by companies to achieve successful relationships with current and potential customers. They serve the purpose of organizing, marketing, automating and synchronizing sales, customer service, and technical support. 

CRM is used in the field of Sales and Marketing.

Features of uCRM:

  • Contact Management
  • Sales Team and Customer Opportunity Management
  • Lead Management for determining high-quality leads
  • Reports and Dashboards
  • Customizable Home Screen and Layouts
  • Sales Analytics
  • Mobile CRM including a Mobile App and Alerts
  • Sales Force Automation
  • Sales Forecasting
  • Sales Collaboration
  • Email Client Integration, e.g. Outlook and Gmail
  • Workflow and Approvals
  • Territory Management
  • Sales Data
  • CRM Data / File Storage
  • Files Sync and Share
  • Sales Performance Management
  • Chat integration
  • Web Analytics Integration
  • Web-based / Cloud-Based CRMor on-premise CRM deployment
  • Role-based Views

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