Concentics

CRMSolutions

CRM SOLUTIONS

A Solution to Streamline Business Operations

Simplify and enhance your business processes with our comprehensive CRM solutions. Designed by expert developers, our software integrates modules for sales, marketing, customer support, and analytics to optimize workflows, improve client engagement, and drive business growth. Empower your teams to collaborate efficiently and deliver exceptional customer experiences.

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Comprehensive CRMSolution with Features

Dashboard
  • Overview of all key metrics such as sales, opportunities, leads, tasks, projects, tickets, and finances
  • Customizable widgets to prioritize information relevant to the user.
  • Real-time notifications and activity updates.
Internal Communication
  1. Real-Time Chat
  • One-to-one chat: For seamless communication.
  1. Internal Email
  • Send and receive emails directly within the CRM.
  • Templates and email scheduling streamlined for efficiency.
  • Email tracking monitor email responses and activity.
Calendar
  • Event reminders, deadlines, and appointments.
  • Shared calendar for collaborative planning.
File Manager
  • Centralized storage for all files and documents.
  • Secure folder hierarchy for role-based access.
  • Version control and easy sharing capabilities.
Project Management
  • Project Assignment: Assign projects to specific employees or teams.
  • Project Status:Track progress using Kanban boards, Gantt charts, or milestones.
  • Tracking and Reporting:Time tracking, budget tracking, and performance reporting.
  • Import Projects:Bulk upload projects via CSV.
Task Management
  • Task Assignment:Allocate tasks to individuals or groups.
  • Task Status:Mark tasks as completed, in-progress, or pending.
  • Tracking and Deadlines:Real-time tracking with deadline reminders.
  • Import Tasks:Upload task lists using import tools.
Bug Management
  • Assign bugs to relevant team members.
  • Track bug status (open, in-progress, resolved, closed) and severity level.
  • Customizable workflows for bug resolution.
Opportunity Management
  • Track potential deals with details like nature, expected revenue, and timelines.
  • Assign opportunities to specific employees.
  • Status tracking and analytics to identify bottlenecks or risks.
Lead Management
  • Lead capture from web forms, social media, or manual input.
  • Lead scoring based on interactions and potential value.
  • Automatic lead assignment to the sales team.
Stock Management
  • Monitor inventory levels, reorders, and availability.
  • Track purchases, vendors, and procurement processes.
Sales Management
  • Manage invoices, quotes, and payments.
  • Real-time sales tracking and reporting.
  • Automatic reminders for pending invoices.
Ticket Management
  • Issue tracking and customer query resolution system.
  • Categorize and prioritize tickets.
  • Monitor ticket status (open, in-progress, resolved, closed).
Knowledge Base
  • Create and organize articles for reference.
  • Powerful search functionality for quick access.
  • Role-based visibility for articles (internal/external).
Financial Transactions
  • Record and track all expenses and earnings.
  • Generate balance sheets, profit/loss statements, and reports.
  • Automatic reminders for recurring payments.
Client Database
  • Maintain a comprehensive database of clients and contacts
  • Record client activity history and touchpoints
Office Department Management
  • Create and manage office departments.
  • Assign roles and track department performance
Employee Management
  • Track leave requests, salaries, awards, loans, and training sessions.
  • Maintain individual employee profiles with performance history
  • Role-based access and privileges.
Performance Appraisal
  • Define KPIs and track individual performance.
  • Generate appraisal reports for reviews.
  • Automate incentive calculation based on performance.
Recruitment Management
  • Post job openings and manage applicant data.
  • Send notifications to shortlisted candidates.
Utility Management
  • Holidays:Manage and communicate annual holidays.
  • Goal Tracking:Set and track company/department/individual goals.
Ticket Status
  • Track support or service tickets in real time.
  • Set up automated escalation based on timelines.
User Management
  • Add and manage users with role-based permissions.
  • Customizable dashboards and settings for each user.
Third-party Integrations
  • Integrate with email tools (Gmail, Outlook), payment gateways, ERPs, and social media.
  • API support for custom integrations with other platforms.
Private Chat
  • Secure one-to-one private communication.
  • Encrypted messaging for sensitive discussions.
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