Best Lead Management sales crm software with marketing automation

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 salesperson.

  • Salesperson can co and record follow up.

  • Send Personalized Email & SMS to Clients.

  • Identify & Focus on Hot/Winning Leads.

  • Personalised pending activity dashboard never let you forget any follow up.

  • Monitor Lead Status with Timeline & User Activities.

  • Close more leads with less 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 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.

Personalised Activities Reminder Dashboard

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

Sales, Calls & Visits Tracking

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

E-Mail / SMS Communication

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

  Marketing Automation

Manage maximum Leads with minimum Salespeople by Auto Follow-ups through Email & SMS.

Lead Funnel

Primary Follow-ups of Leads

Auto Send Introductory & Thank you Email, SMS and WhatsApp on each Incoming Leads.

Continuously Auto Follow-up of Leads

Auto sends Salesperson information & Send Continues Email, SMS and WhatsApp to the customer as Lead Progress.

Bulk Email & SMS Marketing

Classify your Customer/Leads & Send one tie Email/SMS Campaign.

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 sales order.

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

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

  • Track each quote with different stages

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

  • Track invoice by paid/open stage

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

  • Track 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 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 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 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 app

App for Android & IOS

Teknovate CRM 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 analyse 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

  • Personalise Dashboard

  • Customised Pivot view

  • Export pivot report in excel

  • Save report as favourite

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

Live Sales Reports

Get live sales report on your personalised dashboard

Sales Team Productivity Reports

Get sales team wise and sales person wise sales report to get their productivity.

Lead Activities Reports

Generate activity reports of your 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 success of each marketing campaign from this report so you can plan your next marketing move.

Powerful Reports Builder

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

Personalised Dashboard

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

Department wise Live Reports

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