Turn Your Team into Sales Factory

Teknovate CRM empowers your marketing, sales and services teams to
collaborate across the entire customer lifecycle leads to increase the sales with minimum efforts.

Lead Management System

Assign, Track, Capture Lead Automatically.

Lead Funnel

Lead Management System is a comprehensive module to manage complete lead management processes. This module covers all the major features from lead capture to assignment to closure

  • Generate Lead Automatically.

  • Assign Leads to a salesperson.

  • A salesperson can do and record follow up.

  • Send Personalized Email & SMS to Clients.

  • Identify & Focus on Hot/Winning Leads.

  • Personalized pending activity dashboard never lets you forget any follow-up.

  • Monitor Lead Status with Timeline & User Activities.

  • Close more leads with fewer efforts by marketing automation.

Auto-generate leads

Forward all the leads from all your lead generation sources like E-mail, website, & B2B portals to Teknovate CRM to manage them from a single portal.

Lead followup Automation

Set Lead Followup Automation to as well as quotation follow up automation to increase conversion.

Timeline View

Manage leads in different stages and also track the history of each lead.

Attach Documents

Attach documents related to lead or customer. Store all relevant marketing material in a centralized location.

Lead Priority Management

Prioritize leads, and Focus on hot leads to increase the conversion rate.

Excel Import/Export

Import, Export Master data in excel sheets to reduce manual input and save time.

Personalized Activities Reminder Dashboard

Each salesperson can track and manage his pending activity from a single dashboard.

Sales, Calls & Visits Tracking

Get your sales person’s daily activity reports. Analyze performance based on his activity and sales he generated.

E-Mail / SMS Communication

Auto sends E-Mail / SMS against each action you performed to save time.

Sales Management

Track Sales Orders and dispatch to Increase Sales Efficiency & Productivity

Lead Flow

Sales Management module helps sales persons to plan, prioritize daily activities such as calls, follow-ups & Visits. He can create and send quotes, and convert it to the sales order.

  • Plan, Assign, Track Review - Calls, Tasks & Visits

  • Create Quote against lead, mail to the client and set auto follow up

  • Track each quote with different stages

  • Create a sales order and invoice in a single click from quotation

  • Track invoice by paid/open stage

  • Set an auto followup of invoice to manage your cash flow.

  • Track the performance of each salesperson and sales team.

Single window entry system

Easily create sales order and invoice and payment receipt in a single click from the quotation.

Quotation Auto Follow up

Set Auto followup of each quotation to increase the conversion ratio with minimum efforts

Payment Auto Follow Up

Set Auto followup of each Invoice until it paid to manage your cash flow with ease.

Auto mail quotation & invoice

Automatically send quotation and invoice to customer to reduce your task

Salesperson Performance Report

Track Performance of each sales team and salesperson to decrease your cost of sale

Manage Agent Commission

Manage commission of the agent for each order, until it is paid to them.

Mobile CRM Software

Operate from anywhere, Specially designed for the people on move

Mobile CRM

Teknovate CRM Software can give you the leverage to operate it from any corner of the word through your mobile, and remain connected with your work all the time.

  • Easy to operate

  • better user experience

  • work from anywhere

  • ease of follow up

  • get instant report

  • plan better, grow fast.

Operate from anywhere

with Teknovate CRM App work from any corner of the world at any time

Mobile Attendance

Manage attendance of field staff through an app with GPS location

Driving direction on Map

get your driving direction for your any customer in a single click

GPS Tracking

Track your field staff through GPS and get it's reports

Upload image & Doc

Upload image or document to any lead or contact directly from the app

App for Android & IOS

It is a Best CRM Software in which you can work on all devices like mobile, tablet, with any OS.

Business Intelligence & Reporting

Analyze, Review & Improve Sales Performance

Sales Report

Teknovate CRM Business Intelligence tool will help the management teams to analyze complete sales performance. The reporting tool is dynamic, flexible & easy to use such that users can take customized reports as per business requirements. 

  • Powerful Reports Builder

  • Personalize Dashboard

  • Customized Pivot view

  • Export pivot report in excel

  • Save report as a favorite

  • Analise Reports in various graphical views like the bar, Line, Pie.

Live Sales Reports

Get live sales report on your personalized dashboard

Sales Team Productivity Reports

Get sales team-wise and salesperson wise sales report to get their productivity.

Lead Activities Reports

Generate activity reports of each salesperson every day/month.

Product-wise / geo location-wise sales report

Generate reports of products sold in each geolocation to track it’s demand based on area.

Sales Forecast Report

Forecast the Sales based on the leads, it’s stage and it’s expected closing date.

Marketing campaign wise Report

Track the success of each marketing campaign from this report so you can plan your next marketing move.

Powerful Reports Builder

Customize your report based on your need and save it for future use.

Personalized Dashboard

Each user can design his own personalized dashboard based on his role and requirements.

Department wise Live Reports

Powerful marketing tool can generate multiple reports from your each department to get exact analysis of your business

Sectors that uses Teknovate CRM to increase their revenue

Automobile

Teknovate CRM solution helps the automobile industry to manage leads with follow-ups automation and ultimately sell more and save more.

Travels & Hospitality Industry

Teknovate CRM helps the hospitality industry to manage booking from different portals with the best aftersales service to attract his customers.

Financial Service Sector

Teknovate CRM reduces lots of paperwork for the finance industry by a single windows entry system and also automates many of his tasks to reduce their cost.

E-Commerce Sector

Marketing Automation System increases sales by constant follow up of their every lead through marketing automation tool  & reduce the cost. 

Service Business

Customer relationship management system helps to synchronize sales and marketing process of the service industry and also manage their tickets. 

Manufacturing Industry

Teknovate CRM manages the salesperson and sales team and auto-assign each lead to an appropriate salesperson to increase the speed of his follow-up.

Engineering Sector

Teknovate CRM auto-create all the leads generated from different b2b portals and other medium and also do automatic follow-up so they can generate sales even when they are sleeping

Chemical & Pharma Sector

Teknovate CRM can manage the pipeline of each salesperson and helps the pharma industry to track his salesperson and his visits with the history of each lead so plan a personalized strategy.

Real Estate

Teknovate CRM can manage and give detailed reports on the target of each salesperson and it can also manage agent and the commission to smoothen business of real estate industry