Lakshya CRM

Customer Relationship Management

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Cloud CRM Software To Automate Your Sales

Lakshya CRM, complete customer relationship management tool, covers all the aspects of the customer interface to drive profitable business results. Our cloud CRM tool fits best to meet your core business requirements from sales, marketing and customer service. The goal is to streamline and automate the business processes with a peerless customer relationship.

Centralized Data Management
Gain Customer Insights
Automated Business Process
Easy & Seamless Integration
Better Customer Engagement
Monitoring Sales Activities
More Deals Closure

Key Features

Reports and Dashboards

Our cloud-based analytics software helps creating customised sales forecasting reports with ease. It allows effectively managing groupings, filters and charts in the real- time with easy tracking of lead volume and conversion rates.

Account Management

Manage customer’s account information within our cloud accounting module by displaying a complete overview of contacts, deals and tasks of your company under one section. It enables the sales team to close more deals.

Opportunity Management

Streamline the sales process by managing all your sales deals where our cloud CRM solution maps to your sales activities and business processes. This helps you predict what is more relevant to close, hence creating more accurate forecasts.

Sales Tracking & Forecasting

The sales tracking module of Lakshya CRM gives complete view of your sales pipeline and allow you to take necessary action, whenever required. It includes in-line forecast adjustments to bring valuable information for your business.

Pipeline & Lead Management

Make the most out of sales pipeline marketing efforts, investing more time on the hottest leads. Track all the information about your CRM leads and convert more leads into actual opportunities.

Contact Management

Access all the contact data from anywhere, anytime such as key contacts, communication history, and many more. The feed of your customers’ social profile content lets you understand their interest about products or services.

Territory Management

Sales Territory management of clients in terms of states, counties and ZIP to analyse where they are, what they do and what they need. Idea is to model your sales territories into a logical and flexible structure that maps the right sales reps to the correct set of customers.

Document Management

A web-based solution to take complete control of the documents allowing authorised users to access, search and edit inventory from their desktop. These files are easily accessible and placed confidential in dedicated purpose-built records centres.

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