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Lead Management ensures that the Sales team are always on top of all the leads and ensures that none falls through the track. CREST CRM software will aid you in reaching your business goals. Contact management enables the sales representatives to capture all the contact details about the lead. Any number of contacts can be associated to a lead. Provision to send real time Sales & Marketing communication to contacts. CREST CRM provides various dashboards built on Opportunity and Leads. You can use CRM for small businesses as well as large corporates. For trading, manufacturing industries, CREST ERP paves way for inventory management. ACTIVITIES option enables the user to record and track activities against a Lead or Account or an Opportunity. Activities can be classified as “Event”, “Call” and “Task”, Activities are grouped and listed under different time buckets – Today’s activity, Next 7 Days, Overdue.
Screenshot & Video
LICENSING & DEPLOYMENT
- Cloud Hosted
- Web-based
SUPPORT
- Chat
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Case Studies
- On-Site Training
CREST CRM Core Features
- Calendar & Task
- Custom Dashboard
- File Management
- Forecasting & Analytics
- Lead Management
- Mobile Access
- Reporting
- Sales Automation
- Security
- Workflow Automation
- Contact Database
- Contact Import/Export
- Lead Management
- Segmentation
- Shared Contacts
CREST CRM Pricing
Pricing Type
-
Contact Vendor
Free Version
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No
Payment Frequency
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Monthly Payment
