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Cruzata CRM Software

Name: Cruzata CRM Software
Rating: 4.5 (2 reviews)

By CruzataSoft Cloud Pvt Ltd

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Highlights : About Cruzata CRM Software

Custom Software Development

Mobile Application Development

Enterprise Application Development

Front-end Development

Emerging Technologies

Digital Marketing

About Cruzata CRM Software

Cruzata CRM is a cloud-based customer relationship management (CRM) solution designed to help organizations manage client interactions and store customer information in one central place. It serves sales teams across small and midsize businesses, freelancers and individual professionals looking for a solution to manage potential leads. The solution provides tools to track customer activities, maintain sales historical data and promote cross-selling and upselling. Businesses can even forecast sales and generate trends according to customer feedback and purchase history. Users can generate ad hoc reports and analyze trends related to business and sales performance. The project management and timesheet features allow users to plan project milestones, create to-dos and record time spent on various activities. The solution is priced on a yearly subscription basis which includes customer support via email and phone.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Interaction tracking

Customer support

List management

Sales pipeline management

Quotes / proposals

Activity logging

Payment history

Prepare quotations

Welcome user emails

Task reminders

Auto responders on invoice payment

Gantt charts

Invoice management

Timesheets

Dashboard

Ticket management

Contract management

Benefits

Add new contracts and manage them, prepare quotations, and view payment histories.

Manage the sales pipeline and projects through KANBAN with Cruzata CRM.

View an entire account summary of customers along with features for ticket management.

Cruzata CRM includes project management with Gantt Charts and provides entire activity logs of each project.

Auto Responders

Set up auto responders on invoice payment due reminders, welcome user emails, task reminders, project milestone reminders, estimate proposal reminders, and more.

Cruzata CRM offers advanced reporting and document management for uploading files related to projects, customers etc.

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