• 5 Vasupujya Bunglows, Behind K. Sera Sera Movieplex, Near Iscon Circle, Satellite, Ahmedabad, Gujarat, India
  • +91 70460 48085
  • teamontoes@gmail.com

Customer Relationship Management (CRM)

We offer incredible CRM software to our clients to mainly handle their sales process. Many of the Indian organizations are still not using CRM to track their generated inquiries and losing business opportunities. Online CRM with advanced tools can create the wonders for you and hence we implement a CRM system to track the marketing outcomes and to properly nurture the leads by the sales team.


Our CRM software includes features such as:

  1. Lead Automation
  • Funnel Management
  • Sales Forecasting
  • Web to Lead Form Integration
  • Lead Custom Field Creation
  • Follow up Management
  • Auto Revoke Policy
  • Auto Lead Intimation to Client & Employee via SMS & Email
  • Map single or multiple products with their associated custom fields in lead
  1. Quotation Automation
  • User Designed custom Quotation formats
  • Terms & Condition, Cover letters & Product Annexure Dynamic Masters
  • One click copy quotation option
  • Revise Quotation option
  • Lead to Quotation Automation
  • Multiple Price-list Management
  • Customer Wise Auto Discounting
  • Real time Quotation Profitability Calculator
  • Customer & Product Wise Auto Tax Applicability
  • Documents, Images, Task and other attachment options
  • Approval Workflow
  1. Marketing Analytics
  • Lead Source Analysis
  • Sales Forecasting
  • Industry wise Lead Analysis
  • Employee & Team Wise Lead Analysis
  • Lead Summary & Detailed Analytics
  • Custom Field Wise Analytics
  • Quotation Analytics
  1. Prospect Management
  • Data Import Tools
  • Employee Wise Prospect Privacy
  • Follow ups Management
  • DND Management and more…

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