Customer Relationship Management software built for your team
Track, Connect, and Grow your Business!.
Features
ChetsCRM Customer Relationship Management with PMS
Through its integrated modules, ChetsCRM offers a comprehensive, user-friendly solution for diverse business needs.
Effortless Lead Generator
Simplify lead processes, encourage teamwork, and facilitate lead conversion.
Lead Planning
Company Information
Lead Source
Lead Status
Client Centric Relationship Management
Smooth client communication and experiences lead to satisfied customers.
Client Information
Add Company Information
Add Contact Details
Add Profile Picture
Strategic Campaign Coordination
A complete solution for planning and executing successful campaigns with ease.
Campaign List
Customer Group
Budget
Start and End Dates
Lead Management
Effective sales lead management is crucial for business success. ChetsCRM offers CRM tools for small and medium-sized enterprises. Manage and track opportunities and generate leads efficiently. Get technical details to plan sales strategies and guide leads toward profitable outcomes.
Complete Visibility With Kanban Board
Utilize a visual Kanban board to overview your leads-to-client process comprehensively. The board allows you to glance at the number of opportunities in each stage, track opportunity progress, and evaluate their worth in real-time. Take advantage of the board's drag-and-drop functionality to manage your opportunities seamlessly by moving them between different stages. That will help you prioritize your focus on the most critical opportunities and streamline your workflow.
Customer Relationship Management
You can store and organize all customer information, such as their contact details, work records, and involvement in projects or opportunities. You can also keep track of their tasks and check their history, invoices, estimates, personal information, and any attached files and notes. With advanced analysis, you can quickly understand how they have interacted with your product. You can easily plan new activities and build long-term relationships with your customers.
Additional Fields
In ChetsCRM, you can add personalized fields to your leads, opportunities or CRM accounts and enter any extra information you require.
Invoices Through CRM
ChetsCRM is an online tool that helps small businesses create and manage invoices quickly and easily. When you select a contact or opportunity, the customer's information is automatically added to the invoice. This makes invoicing much more accessible and helps you build strong client relationships.
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