CRM / Marketing

DataNote CRM is the single tool that unifies all your business processes, right from sales to marketing to data management. It helps you provide a seamless customer experience. DataNote CRM enhances customer engagement and improves communication.

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A Full-Fledged CRM for All Your Business Need

DataNote's CRM Software takes care of every need of the business and performs efficiently. It is designed in such a way that you can get complete context on the prospect by seeing their past engagement and share timely offers through DataNote CRM. Implementing Datanote CRM for your business will help you not only organize your contacts, leads and deals but also automate time-consuming processes. The Openlogic Framework of DataNote CRM doesn't impact the security and also saves time & cost.

Let's Understand This

Reports
  • Follow Up Summary
  • Lead Register
  • Proposal Register
  • Sales Order Register
Prints
  • Minutes of Meeting
  • Quotation / Proposal
  • Order Acknowledgement
  • Proforma Invoice
Integrated Modules
  • CRM
  • Masters
  • Dashboard

Design & Project Module in CRM / Marketing

Lead and Follow up management is an essential subset of customer relationship management. It brings in the leads and guides them through the process of qualifying and nurturing.

In this, all of the stock-keeping units (SKUs) in a particular product category and organise their price, appearance on store shelves and promotional strategies while meeting the goals of the store and the needs of customers.

These are potential revenue-generating events or sale to an account that must be tracked through a sales process to completion.

Discount pricing is one type of pricing strategy where you mark down the prices of your merchandise.

Sales commission is a crucial aspect of sales compensation. It's the amount of money a salesperson earns based on the number of sales they have achieved.

This is used to designate a formal offer for products or services with set prices.

Get maximum efficiency out of your marketing ventures like demand generation activities, digital sales & partners, etc.

One can check the outstanding amount at the time of quote generation and order booking.

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