Customer Relationship Management (CRM)

Generate more and more leads and convert them into opportunities. Manage your pipeline efficiently!

Key features of CRM system

Nice Dashboard

Super clear dashboard and user-friendly interface and redirection to all different pages.

Real-time Analysis

Analyse real-time data whenever needed.

Schedule Activity

The calendar is integrated. Schedule your plans/activities.

Custom Stages

Add/delete different stages and move a task from one stage to another easily by drag n dropping whenever needed also calculate the total cost.

Different Views

Lots of different views are available too easily check the process at your convenience.

Customised Reporting

Advanced and customised reporting section to track the record of your data. Use custom filters and group-by functionalities to get more accurate data.

Attractive dashboard

MetroERP provides well designed and easy-to-use dashboard. Manage your pipeline, generate leads, go to reporting, and schedule activity. You can do all kinds of operations from the dashboard easily.

Schedule your activity

To reduce the follow-up effort and time, you can use activity scheduling feature where you can use calendar to schedule your activities.
Schedule meetings, calls and many more..

Multiple views

You can use different views to see the pages, analytical reports like list view, kanban view, pivot view etc.

CRM automation

Reporting plays an important role for any business. We offer a customised reporting section where you can generate report anytime.

There are lots of filter and group-by functionalities which will give you an accurate result.

Customised reporting

Customer onboarding process

Onboarding

We follow a defined structure for our customer onboarding.

Data migration

We will migrate your existing data to our system.

Implementation

After quality check and all we will complete all kinds of implementation processes.

Training

We will provide training to your staff regarding how to use the system efficiently.

FAQs about CRM system

Is it possible to assign the same salesperson into multiple sales teams?

Yes, it is possible to assign same salesperson into multiple sales teams. Our solutions provides some configuration settings from where you can set-up that.

Is it possible to communicate/chat with the salesperson inside the system?

Yes, our solutions provides an chat interface where you can chat with your salesperson easily. You only need to click on name of the salesperson and chat window will be opened automatically.

Can I get the total budget/cost of each stage?

Yes, it is possible to see total cost. In each stage you can see the total cost. For that you just need to encode the cost of each opportunity properly. Our system will automatically calculate the total cost and will display stage wise.

How do I create a sales team?

You can create sales team very easily with our solutions. Go to CRM dashboard --> Click on "Configuration --> Sales Team" --> Click on "Create" button --> Add details --> Save it.

How can I convert a lead to an opportunity?

Once lead is created, you can even make the lead to opportunity just by one click. Just click on the lead and you can see "Convert to opportunity" button. Click on that button and your your lead will be converted to opportunity.