Benefits of Teknovate CRM Software | Helpdesk Software| Project Management & ERP Software

Teknovate sales 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

Capture, Assign, & Track Leads Automatically

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

Auto-Capture Leads from all the sources
Send Personalized Welcome Email & SMS to New Leads
Auto-Assign Leads to salesperson/Team
Monitor Lead Status with Timeline & User Activities
Plan, Assign & Track - Activities like. Call, WhatsApp, Visits, etc.
Lead Scoring & Qualification
Call, Email, & WhatsApp to Clients directly from the mobile App
Analysis and Live Reports

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 CRM

Track Quotation to dispatch cycle to Increase Sales Efficiency & Productivity

Sales CRM 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-ups
Track & Manage each Revise quotations
Sales process from quotation to sales to invoice up to Payment
Track invoice by paid/open stage
Set an auto follow-up of invoices to manage your cash flow.
Track the performance of each salesperson and sales team.

Single window entry system

Easily create sales orders and invoice and payment receipt in a single click from the quotation by the sales CRM module.

Quotation Auto Follow-ups

Set Auto follow-ups of each quotation to increase the conversion ratio with minimum efforts by sales CRM module.

Payment Auto Follow-Ups

Set Auto follow-ups of each Invoice until it paid to manage your cash flow with ease by the sales CRM module.

Auto mail quotation & invoice

Automatically send quotations and invoices to customers to reduce your task by the sales CRM module.

Salesperson Performance Report

Track Performance of each team & salesperson to decrease your cost of sale by the sales CRM module.

Manage Agent Commission

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

Mobile CRM Software

Operate from anywhere, Specially designed for the people on the move

Teknovate Mobile CRM Software can give you the leverage to operate it from any corner of the world 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

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 any customer in a just 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

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 Sector

An automobile CRM solution helps to Auto Capture & manage all the sources leads with follow-ups automation and ultimately sell more and save more.

Travels & Hospitality CRM

Travels & Hospitality CRM helps in manage booking from different online portals with the best aftersales service to attract his customers.

Financial Service CRM

Financial Service CRM will reduce lots of paperwork by a single windows entry system and also automates many of his tasks to reduce their cost.

Best Startup CRM

Best CRM Software for startups will increases sales by constant follow-up of their every lead through marketing automation software & reduce the cost of sales.

Service Business CRM

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

Manufacturing Industry CRM

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