Best sales CRM Software with Marketing Automation
Centralized Lead Management CRM system
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.
You can classify all leads into various stages as per your pre-sales process for better customer relationship management. 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.
Save time and resources by automating daily repetitive marketing 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
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 so they can be resolved ASAP.
Auto-generate tickets from incoming email, from your website, etc.
Dynamic Pipeline to classify tickets in different stages for better management
Increase service team performance through better clarity
Track Service person & Team wise pending complaints and track their performance.
Mobile CRM System Application
Now work from anywhere through the Teknovate mobile CRM application. your salesperson will never lose any follow-up, due to an on-time POP-UP Notification, and he can directly Call, Email, or WhatsApp the client in just one click, so it will increase the performance of your employee.
Users can easily creates the quote and send it to the client in a few clicks, from the APP. you can also track your field salesperson by GPS. So it will make fun for your users and you get live reports of all the operations of your business with our CRM implementation.
What makes us the best CRM software?
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.
CRM Features Highlights
Auto Create Leads
Auto fetch lead from your online lead generation sources.
Auto Assign Lead
Auto assign lead to the concerned person to save time.
Realtime Activity Reminder Popup
It will never allow you to forget any sales follow-up.
Auto send E-mail, SMS and WhatsApp to Sale more.
Track your field staff by live GPS Tracking.
Create Quotation, Proforma and Invoice in few clicks.
Work from Anywhere
Cloud based software with Mobile Application.
Assign, Manage and Track the progress of each task.
Manage and Track the progress of each Complains.
Live Reporting Dashboard
Analyze and Improve your Business by Live Reporting.