Balancika CRM (Customer Relationship Management)

Provide you with the customer business data to help you provide products or services that your customers want, provide better customer services, cross-sell and up sell more effectively, close deals, retain current customers and understand who the customer is.

Key Features

Campaign Management

Lead Management

Opportunity Management

Contact & Customer Management

Quotation & Sale Order

Project List & PO Forecast

Competitor & Market Survey

Activities (Calls, Meetings, Tasks, Notes, Events, Visits)

Collaboration (Chained Comments)

Cases and Solutions

Stock Enquiry

Request and eApproval

Notification Through Email or Sms