Customer Relationship Management is key part of B2B business. If you don’t take care of client on regular basis you might loose them. And You can more focus on more potential clients rather then others. There are many CRM available in market. But need to see what is best CRM. And what is your need and as per that you should final your CRM. Get your team Smarter and take best value out of them.

• Attend your query in 24 hours of business working day
• All of your data will be stored on your server only

Customer Relationship Management: Key Aspects

  • Business Leads can be easily managed through source, status, priority and city.
  • Easily evaluate each lead and search any contact with “search” tool.
  • Add unlimited contacts and delete unwanted data.
  • Manage leads by months-wise, priority-wise; lead source-wise, user wise leads, etc.

Important Points of Customer Relationship Management

  • Bulk Uploaded of CSV File can be done.
  • Follow Clients through E-mail, Phone and Company’s name.
  • View details of every activity and responses of Clients.
  • Total Lead Report can be filtered through Username.

  • To get User Manual for Customer Relationship Management Click Here.

  • Relation History tracking
    Relation history tracking enables you to track the history of all your customers, and classified
    them as workable or non-workable leads. It includes the reviewing of various aspects of your
    previous customer such as attendance of all previous events, all upcoming events, marketing
    communications, sales opportunities: current and historical, and contacts between your staff
    and your customers, and etc.
  • Export Leads facility
    Export leads facility helps you to capture the lead data from the system and deliver that data
    in csv or xls format, and it is done by the admin or agent. You can download name, phone
    numbers, email id, and other personal information using this facility. Also, such leads database
    consists of pre-screened and time-sensitive leads enhancing work-efficiency, high performance,
    and business consistency.
  • Import leads facility
    Import leads facility helps businesses to realize their full business potential, and explore the
    world of workable leads and good ROI. It helps you to capture the leads data from the system
    and import that data in csv or xls format, and it is done by the admin or agent. Download name,
    phone numbers, email id, and other personal information using it, and enhance your business
    performance.
  • Email template Editing
    Email template Editing helps you to create or edit your own email templates building beautiful
    templates. It provides you great flexibility and control over your template design and let you
    be creative as well. You can easily drag, drop, duplicate, reposition, and resize any element in
    your template in shorter timings. Besides, you can change email templates the way you want
    without any HTML skill or IT help.
  • User profile management
    User profile management helps the users to manage the settings as per windows environment
    with improved logon and logout service. It resembles like individual’s personal settings like
    wall papers and screen savers. This system enables the user to do changes and modifications
    as and when required. It is easy and simple yet cost effective tool to manage windows settings
    efficiently.
  • Google calendar Integration for reminding
    Google calendar Integration for reminding is an effective and economical business tool that
    keeps you up-to-date with your daily business routine. You can simply remain in touch with
    your of day-to-day business actions, meetings, projects, and other relevant business deals. It
    enhances your business performance, and boosts your business commitments as well.
  • Online video
    Online video facility over web has put huge impact on your business flow. It has rationalized
    the flow of online visitors more drastically than ever. With online videos updated regularly on
    various themes on net people find it more useful and time saving. You can see tons of latest
    free movies, TV shows, TV serials, celebrity chat show, and more. It’s a good way to enhance
    your web PR.
  • Webinars
    Webinars means web based seminars organized by businesses to achieve higher revenue
    and business growth compared to their competitors. It bridges an effective communication
    between your sales and marketing departments. You can do business presentation, lecture,
    conduct workshop or seminar and discuss information with your viewers, and bring your
    business in focus.
  • Live demo
    Live demo can boost up your marketing strategies firmly, and making your business prospects
    stronger than ever. We provide live demo software where in you can fill your service based
    requirements, and based up on that our sales team will come in your contact and assists you
    further. It’s a strong way of communicating business that yields more!
  • Does my data secure?
    It will be hosted on your server soits completely under your control.
  • Can I Transfer from other CRM?
    Yes you can. We can help you out to export your leads and user to our system. It will be additional cost.
  • Do I need to pay any extra money if My users become more then 100 users.
    No you don’t have to pay any extra money even if you reach 1000 users.
  • Do get technical support where should I need to contact?
    Just write mail at support@xhtmljunkies.com
  • Do I Need to enter credit card information while buying?
    No. We don’t store your credit card information anywhere. We will do gentle remind you before 15 days of your license free expires.
  • Can I export all my leads?
    You can export all your leads even you can filter leads and also export it.
  • Can I get refund after 1 month trial period?
    After 1 month trial period we don’t refund it. If you want to extend your trial period for 15 days then you can write us.
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