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CRM Management

Trusted Customer Relationship Management Software for Growth

Tech Cloud ERP’s CRM is an all-in-one solution designed to help you capture more prospects, close deals faster and build lasting customer relationships. By automating sales tasks, tracking every customer interaction and streamlining the entire sales process from prospect engagement to order fulfilment, our CRM empowers your team to work smarter and sell more effectively.
ERP CRM dashboard for lead management

01Lead Management

You can enter new leads quickly, set follow-up reminders and track each lead’s progress. This helps your team stay updated and never miss a sales opportunity. You can also change the status of a lead as it moves through different stages such as new, in-progress or converted.
ERP CRM dashboard opportunity quotes

02Opportunity Management

Tech Cloud ERP’s CRM combines opportunity tracking and quotation management into one seamless process. Create personalized proposals, manage conversations and handle negotiations with ease. Instantly respond to enquiries with professional quotes, all of which are saved and organized for quick access. This streamlined workflow helps your team stay in control of every deal and take the right steps to close faster.
ERP CRM dashboard sales inventory

03Sales Order Processing

Once a quotation is approved, you can instantly turn it into a sales order. Check inventory to make sure the product is in stock and track the delivery process from start to finish. This ensures faster service and keeps your customers happy.

Customer Relationship Management

Our CRM helps you manage leads, automate follow-ups and close deals faster. Watch how our platform simplifies your entire sales process in just a few clicks.

Frequently Asked Questions

CRM stands for Customer Relationship Management. It's a system that helps you organize, track and manage interactions with leads and customers. A CRM improves customer communication enhances sales performance and ensures you never miss a follow-up leading to stronger relationships and higher conversions.

Yes, the system is scalable and user-friendly, making it well-suited for small businesses that need a reliable way to manage customer data, track communications and support business growth.

Absolutely. It supports integration with commonly used platforms such as email, finance and marketing tools, enabling a connected and efficient workflow across your business operations.

Tech Cloud ERP CRM module streamlines customer interactions, improves lead conversion and provides real-time customer data insights.

Curious to Know More?

Let’s show you how we make complex business processes simple and seamless.