BI Soft Tech Customer Relationship Management (CRM) Software On-Premises

Customer Relationship Management (CRM) Software On-Premises

BI Soft Tech Customer Relationship Management (CRM) Software On-Premises:

At BI Soft Tech Services LLC, our Customer Relationship Management (CRM) Software is designed to transform the way businesses engage with their customers. This powerful platform seamlessly integrates various departments—from marketing and sales to customer service—by organizing their notes, activities, and performance metrics into a single, unified system. This cohesive approach not only enhances coordination across teams but also empowers businesses to deliver personalized, one-to-one customer experiences that can set them apart in today's competitive landscape.

Our CRM software leverages the latest advancements in SaaS and cloud computing, making it accessible anytime, anywhere an internet connection is available. This scalability ensures that the CRM solution can grow alongside your business, providing value to companies of all sizes. Whether you’re a small enterprise or a large organization, our cloud-based CRM system is designed to optimize customer engagement, streamline processes, and revolutionize the way you connect with clients.

Features & Functionalities: 

Setup Forms:

  • Designation
  • Country
  • Title

 Master Forms:

  • Customer/Contact Master
  • Customer Company Master 

Marketing Data Presentation Interface: 

Customer Marketing Data Presentation Interface consists of below features.

  • Attach Marketing Document.
  • Generate Mail Merge.
  • Print Labels.
  • Execute Email Broadcast.
  • Multi filtration Criteria facility to fetch data on Marketing Grid.

Report:

  • Customer/Contact Report

Software Administration Module:

  • Users and Passwords Creation
  • Define and Assign User Roles