Roadmap CRM

CRM enhances customer relationships by managing interactions, sales, and support in one unified system. It boosts engagement, retention, and business growth through data-driven insights.

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Drive Sales & Strengthen Customer Relationships

The Roadmap ERP CRM & Marketing Module streamlines every step of your pre-sales process — from planning and executing campaigns to pricing, promotions, and lead nurturing. Designed to help you identify target markets, grow your client base, and consistently deliver value, our CRM ensures your team stays focused on results.

With powerful tools like Sales Person Tracking, managers can monitor and verify sales visits in real time, ensuring accountability through geo-location data. This means better visibility, more productivity, and higher conversion rates.

customer relationship management (crm) in erp software

Key Features

Flexible classification of sales zones, regions, territories, and sales teams.

Campaign management for trade shows, ads, conferences, email, webinars, and cold calls — complete with budgets, expected sales, and response tracking.

Lead registration from multiple campaigns with qualification/disqualification workflows.

Centralized enquiry management with follow-ups, visit reports, and progress tracking.

Feasibility study reports with automated regret letters for non-viable leads.

Cost sheet preparation for each enquiry line.

Quotation creation with multi-revision support and direct conversion to sales orders.

Integrated lead, customer, and expense management.

Benefits

1

Lead Management

Track and guide prospects from first contact to closing.

2

Enquiry Oversight

Monitor opportunities by lead, customer, sales team, or territory.

3

Regret Analysis

Learn from unconverted leads to refine strategy.

4

Quotation Tracking

Stay on top of pending proposals.

5

Sales Forecasting

Predict performance and make smarter decisions.

6

Pipeline Visibility

See every stage of the sales process at a glance.

7

Reports & Dashboards

Access real-time performance metrics.

8

Mobile Access

Manage CRM tasks on the go.

9

Automated Notifications

Email, phone, or SMS reminders for critical actions.

10

Document & Cost Management

Store, view, and archive all sales-related documents while comparing estimated vs. actual costs to enhance profitability.

Enrich your Customer Lifecycle and extend your Product Lifecycle

Marketing

Define your target segment with our precision; price your product with our prudence; promote and achieve success through our time-tested support.

Customer Support

Facilitate yourself with our advantage; get, keep, and grow your client-base; and relentlessly deliver consistent service of uncompromising quality.