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Customer Management

Customers Relationship &
Project Management

Streamline and enhance your customer relationships with our comprehensive customer management software. Track customer interactions, manage contacts, analyze customer data, and deliver personalized experiences to foster long-term loyalty and drive business growth. Unlock the power of effective customer management with our intuitive solution.

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Some Key Features

project management tool

PROJECT MANAGEMENT TOOL

Easily organise projects, bill clients, and keep track of spending using our project management tool. Task-sharing among staff members is encouraged. Time tracking is also encouraged.
invoice

ONE CLICK INVOICE CREATION

Quickly and easily create professional invoices. With invoice PDFs included, attach files and deliver them directly to clients. Set up regular invoices, customise taxes based on goods, and automate invoice generation for simple invoicing.
estimates

CREATE ESTIMATES

Produce precise estimates in a matter of minutes. Send them to clients and generate bills quickly after they are accepted as an estimate. Even without logging in, clients can examine estimates and interact with them.
proposals

CREATE GOOD LOOKING PROPOSALS

Make a good impression on potential clients with your offers. To insert photos, tables, and YouTube videos, use our robust editor. Encourage conversation by allowing comments on the proposal.

LEADS MANAGEMENT

Using the simple Kanban approach, efficiently track leads and keep tabs on their development. For easy lead management, attach files, convert leads to customers, import leads from emails, generate proposals, and leave notes.

RECORD EXPENSES

Easily keep track of business expenses. Create recurrent expenses that will be generated automatically at predetermined times. Select whether expenses should be charged to clients or projects.
payments

RECORD PAYMENTS

Payments in a variety of currencies can be easily recorded and received. Accept payments made using Stripe and PayPal. automatically create PDFs for each payment that has been logged.
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AWESOME SUPPORT SYSTEM

Take advantage of a thorough ticketing system with auto-response features. Private ticket staff notes, ticket assignments, attachments, predetermined ticket replies, and the choice to incorporate knowledge base links are all advantages.
surveys

SURVEY REPORTS

Create thorough reports based on survey replies, enabling you to examine and extrapolate meaning from the information gathered.
tasks

BUILT IN STAFF TASKS

Easily distribute tasks to a number of staff, include task followers, and promote task conversations with comments and attachments.

MANAGE CONTRACTS

Use the contracts function to secure sales. Using the built-in contract sending feature, rapidly create PDF contracts and email them to clients. Set up reminders to inform clients when their contracts are about to expire.
surveys

SEND SURVEYS

Sending surveys to leads, customers, and staff members will increase productivity and provide insights. Obtain insightful feedback to improve business success.
calender

DETAILED CALENDAR

A thorough calendar will give you a clear picture of company events, invoice and contract expirations, estimate due dates, and job completion dates.

CREATE ADDITIONAL CUSTOM FIELDS

Add custom fields to make invoices, estimates, and other documents more unique. Customise your documents to meet the demands of your business.
goals

GOALS TRACKING

Establish objectives and keep tabs on progress. Inform the personnel of any difficulties or progress. effortlessly keep track of everything.

What's More? We Can Help You Succeed.

KPI

Quantifiable measure, performance, productivity

Innovative Thinking

We keep adding features

Rapid Solutions

Customize CRM as per your need

Top-Notch Support

24 X 7

Why choose Customer Mangement Software?

Our Customer Management Software stands out from the rest, offering a range of benefits that set us apart. From advanced analytics and data-driven insights to seamless integration with existing systems, our solution empowers businesses to effectively manage customer relationships, improve communication, enhance customer satisfaction, and drive overall business success. Experience the difference with our Customer Management Software today.

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customer-management-dashboard

Seamlessly integrate with existing systems

Streamline customer interactions

Personalize customer approach

Improve customer satisfaction

Here's how this product can help you

Our Customer Management Software simplifies and optimizes your customer interactions. With a centralized database, you can easily access customer information, track communication history, and tailor your approach. Gain valuable insights, streamline processes, improve customer satisfaction, and strengthen your business relationships with our powerful Customer Management Software.

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Testimonials

AM-LeadMagnets-logo
AM-LeadMagnets Founder & CEO

Prishav Technologies' Customer Management software has transformed how we manage our customer relationships. It's intuitive, feature-rich, and has helped us deliver personalized experiences to our customers. With its robust analytics, we make data-driven decisions to drive business growth.

valideur-logo
Valideur Founder & CEO

We are extremely satisfied with Prishav Technologies' Customer Management software. It has improved our customer interactions, streamlined processes, and enhanced our overall customer satisfaction. The software's user-friendly interface and powerful features have made it an invaluable asset to our business." - Jane Doe, Marketing Manager, XYZ Corporation

dimatrix-info-media-logo
Diamatrix Info Media Founder & CEO

Prishav Technologies' Customer Management software has been a game-changer for our organization. It has allowed us to centralize our customer data, streamline communication, and tailor our approach to each customer. The software's advanced features have helped us improve customer satisfaction and drive business growth." - Mark Johnson, Sales Director, DEF Company

Trusted by 150+ businesses all over India

Unmatched Reliability and Satisfaction for 150+ Businesses Nationwide

 
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