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 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

  • 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

Lead Flow

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

Mobile CRM

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

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 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.

Engineering Business CRM

Engineering Business CRM auto-capture all the leads from different b2b portals & other medium and also do automatic follow-up so they can generate sales even when they are sleeping

Chemical & Pharma CRM

Chemical & Pharma CRM can manage the pipeline of each salesperson & help the pharma industry to track salesperson & visits with the history of each lead so plan a personalized strategy.

Real Estate CRM

Real Estate 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 the real estate industry