Overview
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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.
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CREST CRM
CREST CRM
CREST CRM
CREST CRM
CREST CRM
CREST CRM
Core Features
CRM Features
  • Calendar & Task
  • Custom Dashboard
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation
Lead Management Features
  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Sales Tracking
Contact Management Features
  • Contact Database
  • Contact Import/Export
  • Lead Management
  • Segmentation
  • Shared Contacts
Team Communication Features
  • Alerts/Notifications
  • Collaboration
  • Meeting Management
  • Task Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Monthly Payment
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
  • On-Site Training