Elevate customer interactions with our CRM for personalized growth solutions.

Cloud Based CRM Software

Tech Cloud ERP gives you a cloud CRM solution that improves your internal processes and builds strong relationships with customers while increasing growth. Live-stream Customer Data, Sales & Marketing Activity – With the CRM Consultants you take all data Live as per inputs and get every functionality in sync by leaving your mind in it. We enable businesses to streamline workflows and improve productivity, with features like sales & marketing integration, invoicing & order management and purchase management.

In one single shippable software, we have integrated various features like quality check and project management tools alongside handling assets with our CRM platform. Find big and custom tailored solutions that scale with your business, making sure everyone in your team works efficiently as part of one network.

Our CRM Solutions Overview

Contact Management

Contact Management

Streamline contact organization, lead creation and imports for effective client communication and marketing campaigns, improving efficiency by reducing duplication.

  • Organize and import contacts for smooth communication.
  • Create and manage leads to enhance marketing.
  • Duplicate contact details to save time and boost efficiency.
Target Customers

Target Customers

Segment customers using contact database info to craft targeted marketing campaigns, enhancing product/service appeal to your ideal audience.

  • Segment customers for personalized marketing campaigns.
  • Enhance product and service appeal to your target audience.
  • Leverage contact database insights to drive engagement.
Organise Meetings

Organise Meetings

Streamline meeting scheduling and management to enhance productivity and communication with your team and clients.

  • Schedule meetings and send invites effortlessly.
  • Track meeting notes for efficient follow-up.
  • Set meeting durations and reminders for better organization.
Manage Opportunities

Manage Opportunities

Track potential sales and boost your bottom line by managing opportunities, recording expected revenue and close dates to generate precise sales pipeline reports.

  • Track opportunities by expected revenue and close dates.
  • Generate accurate sales pipeline reports for better forecasting.
  • Combine emails, calls, tasks and documents to drive action.
Streamline Workflow

Streamline Workflow

Generate leads from referrals, emails and webinars. Assign tasks, quotes and calls to sales teams for quick follow-up and faster deal closures.

  • Capture leads through referrals, email and webinars.
  • Assign tasks and quotes to sales for efficient follow-up.
  • Streamline workflow to close deals faster.
Invoicing & Order Management

Invoicing & Order Management

Quickly create quotes from won opportunities and convert them into orders with our CRM, streamlining sales for a competitive edge.

  • Generate quotes from won opportunities with ease.
  • Convert quotes into orders upon client confirmation.
  • Streamline sales processes for better efficiency.
Case Management

Case Management

Efficiently manage and resolve customer issues with our CRM to improve satisfaction and loyalty. Prioritize tasks for timely resolution.

  • Track and resolve customer issues to improve satisfaction.
  • Prioritize and delegate tasks for quick issue resolution.
  • Enhance service efficiency with streamlined case management.
Project Management

Project Management

Easily manage projects with our CRM by creating tasks and integrating documents. Optimize timelines with effective allocation of hours and days.

  • Create tasks and integrate documents for smooth management.
  • Optimize timelines by allocating hours and days efficiently.
  • Streamline workflows for better project execution.
Email Marketing

Email Marketing

Leverage our CRM for targeted campaigns to promote new products and services, engaging customers with personalized content.

  • Launch targeted campaigns for new products and services.
  • Engage customers with relevant, personalized content.
  • Prioritize high-value customers to boost sales.

Tech Cloud Customer Relationship Management

CRM Requirement Analysis
CRM Implementation
Go Live & User Adoption
Post-Go-Live CRM Optimization

Identify CRM Needs: Understand the organization's goals for managing customer relationships.

Team Collaboration: Work with sales, marketing and support teams to define specific CRM requirements.

Tailored CRM Approach: Design a CRM solution tailored to your business processes and customer journey.

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Tech Cloud Customer Relationship Management

Identify CRM Needs: Understand the organization's goals for managing customer relationships.

Team Collaboration: Work with sales, marketing and support teams to define specific CRM requirements.

Tailored CRM Approach: Design a CRM solution tailored to your business processes and customer journey.

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CRM System Setup: Install, configure and customize the CRM system to meet your business needs.

Training & Enablement: Train employees on how to efficiently use the CRM system for their roles.

Data Import & Migration: Seamlessly migrate customer and business data into the new CRM system.

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Go Live Activation: Make the CRM system live and accessible for all users.

Real-time Monitoring: Monitor system performance and address issues during the go-live phase.

User Support: Provide on-site and remote support to ensure smooth adoption.

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Continuous Support: Offer ongoing support to resolve any post-launch challenges.

CRM Optimization: Optimize the CRM system based on user feedback and business requirements.

Regular Updates: Ensure the CRM system stays up-to-date with new features and security patches.

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