Simplify Customer Lifecycle and Retention

CRM will help you record all your customer information in a central database. It will help you record leads on the move. The system will generate timely reminders to follow up and ensure you act upon the lead and escalate if necessary. You can run email campaign on select target group. Through integrated BI dashboard you can analyse sales performance, track and count activities for a conversion, review interaction history and analyse graphically sales funnel.

Manage your Customer Experience and Leads with Expand CRM.

Customer Relationship

Store all your Contacts with complete demographics. Categorise them with multiple attributes status, type, area, size and more. Keep them updated with your offers and services through email campaigns.

Calendar

Calendar with reminders on follow up and appointments will ensure regular customer connect. Create and assign tasks to multiple people. Be updated real-time on progress and status of the assigned task.

Get Reminders

Communication plays a vital role. The interval field in the CRM specifies the frequency of communication with the customer and accordingly generates reminders and follows up.

Boost Sales in your Business

with Beat Plan, Mobile Attendance, Location capture and more advanced features.

ANALYSE YOUR FUNNEL

Get all the info you need to take action, and analyse the flow of your leads in graphical manner.

KNOW STATUS OF LEADS

You'll know in what stage your leads, and status will be changed as you started working on that.

LeadScreenShot.jpg

Why CRM is Essential?

With ExpandERP CRM Improve your Business Communication.

  • Maintains comprehensive contact information.
  • Duplicate check on mobile number and email for clean data.
  • Tag contacts based on industry, size, category, class and more.
  • View interaction history for better conversation and experience.
  • Send regular emailers on offers with attractive templates.

  • Know at a glance the interaction history, leads and conversion patterns
  • Know your customer better by sorting them on category, credit limits, industry, work relations and other transactions in the lifecycle.

  • Intuitive layout and structure
  • Advanced sorting and filter options
  • Option to e-mail and SMS directly on a click
  • Ready reports and dashboard for Analytics

  • Instantly capture Lead and make it available to back office for action
  • On spot upload location pics through camera.
  • Record customer feedback or response to support visits.
  • Get location update for field resources and assets.

  • Assign tasks to multiple resources
  • Get status and response on the task from all assigned resources
  • Manage your own tasks with SMS and Email reminders.
  • Simple calendar view of each resource.

  • Define Customer and Vendor preference for better experience.
  • Predefine payment, delivery terms, lead time, product code mapping helps standard and professional delivery of goods and services.
  • Eliminate repeated communication, data entry at each transaction.
Explore More Features

  • Create appointment and follow up to avoid delay or miss out.
  • Consistent and timely connect with prospects for better conversion.
  • Get SMS and email notification in advance for timely action.
  • Sync with Google Calendar

  • Tag contacts with industry, category, size, class and more
  • Intuitive analytics and filters based on the tags
  • Easy selective and filtered reports based on categorisation.
  • Selectively restrict access to users for customer data

  • Capture Tax numbers, Statutory details, Bank Details, Demographics and other terms for easy reference and avoid re-entry at every transaction.
  • Capture multiple addresses, phones, emails and contact details
  • Upload and attach multiple files for reference
  • Provide profile picture for user friendly views

  • Define credit limit and days for better financial control.
  • Configure options for stop invoicing.
  • Send email and SMS notification on threshold.
  • Automate reminders for credit clearance.

  • Auto customer and ledger mapping.
  • Auto account posting at transaction.
  • Aging analysis for customers on a click.
  • Reconciliation report on a click.
  • Automatic reminder for tax deduction at transaction.

  • Restricted data access for reach contact
  • Mask contact name and other details at transaction
  • Regular automated backup
  • Sync with Google Contacts.

  • Define multiple pricelists by currency, units of measurement
  • Define separate pricelist for online, retail and B2B.
  • Maintain pricelist history.
  • Auto pricing for marketplace.

  • Prospects and Customers requirement and follow up can be effectively managed based on interaction history.
  • Know exactly what the last conversation was when on the call.
  • Understand past conversation for better negotiation and customer experience.

  • Allows extensive search options for any information.
  • Global generic search to quickly find match.
  • Reports and centre screens for filtered and sorted results.

  • Manage the leads through single summary view.
  • View different stages of each lead on a graphical easy reference.
  • Setup quick follow up, appointment directly from summary view.
  • Instant contact number and email for easy calling.

  • Configurable Email and SMS for Tasks, Appointments and follow up reminder in CRM ensures no activity, customer or prospect is ignored. SMS alert on change of master data like credit limit helps to complete control of your business.

  • Platforms allow data to be synced with calendar to keep informed of upcoming tasks and deadlines.
  • Meeting deadlines is very important in today’s business world. By inputting information like scheduled appointments and important tasks, it takes the guesswork out of project completion.

CRM is FREE with ExpandERP.

Enjoy Unlimited contacts, users and storage with no expiration date.

Contact Management

Maintain comprehensive contact information, check duplicate on mobile number and email for clean data and Tag contacts based on industry, size, category, class and more.

Amit Bansal - Expand ERP

Customer Management Key Benefits

  • Host of reports including Centralized Customer/Vendor demographics & ageing analysis
  • CRM software allows easy access and storage of MOUs, agreements, minutes of meetings, interactions or any other document of any format.
  • CRM best practices smoothens contact information, their background, email history and important dates on any projects or opportunities.
  • CRM software makes use of a dashboard, analytics and reporting tools to provide business owners with an all-encompassing vantage point of operations. By spotting patterns and identifying trends, control of customer engagement is there and hence, business can run more efficiently.

A unified customer-centric offering for the entire customer lifecycle.

Along with all the features of the Enterprise Edition, Zoho CRM Plus also includes email marketing, customer surveys, visitor tracking, social media marketing, project management, and advanced analytics.

"Expand ERP reduces laborious work for maintaining Export documentation It has been very helpful to track, maintain and deliver goods efficiently"

Document Management

CRM module in Expand offers uploading and tagging for files. The files can be pdf, images and any other file format for business. Attachments can be retrieved and accesses from anywhere anytime. The Cloud allows secured backup of all attachments. This powerful feature allows to manage business documents, agreements or any document related to the specific contact, customer or supplier seamlessly.

Society Booking System - Expand ERP
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