A tool known as customer relationship management (CRM) is used to handle all interactions and relationships between your business and its clients. The objective is straightforward: to strengthen business ties. CRM systems assist businesses in maintaining contact with customers, streamlining procedures, and boosting profitability.


Sales Pipeline

The process of handling incoming sales opportunities and following them through the various phases of the lead's journey until they are finally closed as won or lost is sometimes described as sales pipeline management.

You can quickly see where each customer is in the sales process by looking at a sales pipeline. If you are on track to meet your sales goals for the week or month, your pipeline can let you know. Using pipeline management software has a variety of advantages, including the ability to define clear processes, manage various pipelines, predict revenue, pinpoint problem areas, quickly get to know your customers, increase sales while cutting costs, and concentrate exclusively on sales.


Contact Management

You can develop a single, unified perspective of the consumer by combining the tracking of contacts, their interactions with your company, the products they purchase, the ones they don't, and the difficulties they encounter. That information is essential for both a successful sales team and the provision of top-notch customer support.

  • Tracking everything – the evolution to CRM
  • Free contact management software, or packages that were bundled with other business tools, made it simple to store and retrieve contact information, enabling searches by name, company, job title, or industry. However, sophisticated sales contact management systems go far beyond this type of fundamental electronic contact book functionality.



    The user interface that people use to engage with the data they need to conduct their jobs is provided through forms. It's critical that the forms users fill out are made to make it easy for them to quickly locate or enter the data they require.

    With the Unified Interface, TeechoERP offers a wide range of options for building forms. Most entities have been modified to better fit the responsive interface. Support for your business process flows and business rules is included in both updated entities and your own custom entities. You can design once and deploy to all clients when using these things.


    Marketing Automation

    CRM mostly uses marketing automation for these reasons, which have changed substantially over time and are now more difficult to understand than ever.

    By utilising data, marketing automation is a tool that enables you to target customers with customised campaigns. Utilizing marketing automation tools, you can execute efficient campaigns, boost consumer engagement, and generate significant revenue. advantages of marketing automation in CRM and its main features

    • Campaign Management
    • Lead Management & Lead Scoring
    • Landing Pages
    • Social Media Marketing
    • Marketing Automation via Email
    • Integration of CRM and Marketing Automation
    • Automation of the marketing funnel and lead nurturing

    Cloud Telephonic

    Real-time customer management can be greatly aided by a CRM with built-in cloud telephony. Your company needs to make the most of every minute while pursuing leads. Cloud telephony enables employees to place and receive calls from any location. CRM with built-in cloud telephony includes capabilities that make it easier to manage the data you get from various sources. It is one of the forces behind providing value to customers and cutting business expenses.

    • CRM with inbuilt cloud telephony
    • Increased Visibility.
    • Improved Lead Management System
    • Increased Productivity

    Social Media Management

    With the help of a Social CRM, your teams can use social media to better understand and communicate with consumers, learn more about the market, and deliver better customer service. A Social CRM is your Customer Relationship Management software that integrates with social media platforms. A social media CRM provides you with a 360-degree perspective of your clients by supplementing the data obtained through conventional channels with pertinent social media information. It enables you to monitor the occasions and circumstances under which customers are discussing your business with one another. Various advantages of social CRM include:

    • Empower your support team
    • Understand your audience
    • Publish relevant content
    • Instantaneous feedback
    • Give social context to your interaction

    Whatsapp Integration

    The most widely used and current messaging app is WhatsApp. Both personal and professional use of this is made. By connecting WhatsApp with their CRM platforms, businesses that utilise the app for business might gain further advantages.

    Benefits of WhatsApp CRM Integration

    • Lead Nurturing
    • Over Tracking
    • Follow-ups
    • Collect Customer Feedback
    • Send Time-based Messages
    • Build a Strong Brand Reputation
    • Improved Internal Communications
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    Work From Home

    Real-time data synchronisation between several sales teams allows for seamless cooperation. As a result, your system has fewer errors, fewer data silos, and fewer bothersome duplicates. You may work from any location if your CRM is cloud-based, which is a benefit. No need for servers. The job continues even during a pandemic. In order to protect their employees, the majority of businesses have adopted work from home policies.