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crm

Datanote is a pioneer provider of On-Premise, Cloud & SaaS model-based CRM software solution that empower small- and mid-sized businesses to unlock their sales potential and drive growth.

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Openlogic CRM framework

Name: DataNote
Brand: DataNote
Rating: 4.9 (61 reviews)

DataNote CRM is considered the ‘analysts’ favorite’ CRM. For starters, the installation is quite simple. With a comprehensive set of APIs, it’s easy to access and modify your (synchronised) data.

When it comes to customization, DataNote's CRM Software takes care of every need of the business and performs efficiently. With its intuitive data structure and enhanced customization panel, you can easily modify, validate, improve and manage user activity. Here, the user can be involved in any financial transaction while keeping privacy at priority. It doesn't impact the security and also saves time & cost.

In this time of the pandemic, most businesses are deploying the CRM Software to automate their databases, strengthen customer relationships, and implementing innovative strategies for maintaining their stability by syncing the overall process workflows. DataNote's data-driven CRM application sends automated communications to target audiences through emails and social media platforms, and identifies the potential leads converting them as sales-inclined buyers.

This trustworthy notion aids in taking logical decisions to optimize prospective clients into ultimately converted customers.

Taking care of your business need through our exceptional tools

Campaign

Make efficient campaigns by introducing a perfect strategy that generates quality leads.

Sales Team

By coordinating & improving the communication of your sales team, we help to grow sales.

Forecast

With systematic data information, your short and long term goal can be predicted.

Contacts

With a large and systematic data structure, keep connected to your contacts.

Schemes

One of the most important utilities that is required to configure sales schemes.

Lead

Help in generating quality leads which take you to your potential customer.

Opportunity

The opportunity entity represents a potential sale to new or established customers.

Proposal

A systematic file that manages all the business terms and related documents.

Sales Order

Track and manage sales order which shows that order has been received from the client-end.

Task Management

Manage tasks to improve efficiency and workflow through an integrated system.

Key Features of DataNote

Multi Language

Dynamic Dashboards

GST and E-Way Bill

Data Import Facility

WhatsApp Integration

Source Code Access

Multi Currency

Third-Party Integrations

Intelligent Reports

Audit Trial Log Management

Document Management

Barcode and QR Code

Mailbox Integration

Multi Operating System Support

Google Calendar Integration

Focus on Building Better Business

Most businesses today recognize that selling and buying opportunities lie at every customer interaction across the enterprise: from direct to digital sales, from marketing to service interactions. DataNote CRM helps in connecting customers and selling across the many different business processes.