Best CRM software in surat

Teknovate CRM is the leading CRM software Provider Company in Surat

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Teknovate CRM

We are an IT company having Expertise in providing Technologically innovative solutions for your business operations automation, and helping organizations address the evolving business needs and challenges in a highly competitive industry through digital transformations and services tailored to your specific business requirements so you can maximum utilize all your resources, without increasing your budget and get the best out of it to increase your business and ultimately the profit with ease.

Teknovate CRM is a leading CRM software provider in Mumbai. We can automate complicated and time-consuming processes of business with the help of our Automation tools, and through our real-time Reporting Dashboard, you can Track and improve your business to make your life smooth. We are working in Mumbai for many years.

Our mission is to empower businesses by providing them with the tools and expertise they need to overcome challenges, seize opportunities, and achieve their goals. Whether you are a small start-up or a large enterprise, we have the knowledge and resources to deliver customized solutions that align with your business objective

Why CRM System is so important?

CRM stands for Customer Relationship Management. A CRM system gives anyone involved in sales, customer service, business development, marketing, or any other part of the business a better way to manage the external interactions and relationships that drive success. Teknovate CRM is a leading CRM system provider in Mumbai. As Mumbai is a metro city and there are many businesses that are growing day by day, and in this competition if you want grow your business you have to implement the latest technologies in your business like CRM software.

CRM software allows you to store customer and prospect contact information, identify sales opportunities, record service issues, all in one place and keep track of all your customer interactions. Transparency and easy access to data foster collaboration and increases productivity. Anyone in your company can see how customers communicate, what they bought, when they last bought, what they paid for, and more. CRM solutions help businesses of all sizes drive business growth.

A CRM system gives you a clear overview of your customers. See everything in one place. With a simple, customizable dashboard, you can see your customer's past history, order status, pending customer service issues, and more. You can use CRM solutions to better understand upcoming sales and lead pipelines, making forecasting easier and more accurate. 

You have a clear view of every opportunity & prospect and have a clear path from inquiry to sale. CRM systems have traditionally been used as a sales and marketing tool, but customer service teams see great benefits in using CRM systems. Today's customers are raise complaints through email or call. With a CRM platform, you can manage multiple complaints without losing track and give sales, service, and marketing a unified view of your customers.

Feature Highlights of Teknovate CRM  

Auto Create Lead

Auto-Generate lead from Facebook/Insta & Google Ads Website, B2B portals, Lending Page, etc.

Auto Assign Lead & Complaints

Auto-assign leads and complaints to the concerned person by Source, Area, Product, etc. wise

Realtime Activity Reminder Popup

It will never allow you to forget any sales follow-up.

Marketing Automation

Auto-send E-mail, SMS and WhatsApp templates to lead, customers & complaints.

Live Tracking

Track your field staff by live GPS Tracking.

Professional Documents

Create Quotation, Proforma and Invoice in few clicks.

Mobile Application

Now work from Anywhere through Mobile Application.

Task Management

Assign, Manage and Track the progress of each task.

Manage Complaint

Manage and Track each Complains rise by customers.

Live Reporting Dashboard

Analyze and Improve your Business through Live Reporting.

Centralized Lead Management CRM 

Teknovate CRM system (customer relationship management) is integrated with major lead generation platforms like Facebook/Insta Ads, B2B Portals, Websites etc. So Auto-create all leads, and auto-assign them to the concerned person, so they can manage all their leads from a single platform with ease.

Create customized lead funnel and classify all leads into various stages as per your pre-sales process. Our customer relationship management software can help to track & convert each lead into sales with minimum effort.

Quotation, Orders, & Payment

Create a professional quotation in just a few clicks and send it. Convert a Quotation into a sales order in one click with sales CRM software marketing and further create an invoice also in one click from the sales order.

Like this, the Teknovate Sales CRM system will save lots of time and effort of your employees which they can invest in some productive work and improve sales with ease.

Marketing Automation

Save time and resources by automating daily repetitive tasks with our marketing automation, such as Automated Follow-ups of sales CRM lead & quotation by Email, SMS, and WhatsApp through Marketing Automation.

Create multiple customized & Unique templates for WhatsApp, E-Mail & SMS which will be auto-sent to the lead on each stage change of his leadership journey from lead creation to close.

Project & Task Management

Create tasks and assign them to team members. Include options to set due dates, priorities, and attach relevant documents. Get real-time updates on task status & track it's progress, and at last completion.

  •  Project and Task Progress Tracking
  • Project-wise Profit & Expense Tracking
  • Task Priority & Scheduling
  • Task Progress Tracking in Percentage
  • Customer portal to track & communicate in his task

Helpdesk CRM (After Sales Support)

  • Create and manage the complaints of your clients Assign them to the concerned team and person.
  • Track your field staff through GPS from mobile app.
  • Track Service person & Team wise pending complaints and track their performance
  • Increase service team performance through better clarity​ 
  • Dynamic Pipeline to classify tickets in different stages for better management​ 
  • Auto-generate tickets from incoming email, Website, etc.​

CRM System Mobile Application

Now work from anywhere through the Teknovate mobile CRM application. Due to an on-time POP-UP Notification, your salesperson will never lose any follow-up, and he can directly Call, Email, or WhatsApp to the client in just one click, due to this the performance of your employee will increase.

Users can easily create the quote & send it to the client in a few clicks, from the application. You can also track your field salesperson by GPS. So it will convinient for your users and you'll get live reports of all the operations of your business with our CRM implementation.

Teknovate CRM can be used in multiple industries as below

All in one

A complete sales CRM software solution including Pre sales and Post sales service management for all businesses with powerful features to help you win more sales faster.

Easy to use

Gamified Experience, reduced learning curve, easy adoption, and productivity boost are just the starting point. Keep your sales up with our business CRM Software.


Create custom layouts, use APIs to connect with the apps you are already using and with unlimited customization capabilities, do more with Teknovate sales CRM.

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