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Customer Relationship Management

We can help you keep track of customers with our expanded CRM module.

Managing long term relationship with clients is the best way to retain business. The CRM module by WrkPlan enriches your client interaction for long term association. From keeping track of business contacts of existing or old customers, to promotional campaigns taking place throughout the year, the CRM deploys everything in the best manner.

  • Contact Management: Manage your contacts
  • Sales Team and Customer Opportunity Management: Automated follow ups will not allow you to lose any opportunity.
  • Lead Management for Determining High-Quality Leads: Manage your leads efficiently.
  • Reports and Dashboards: Numbers and planning at your fingertips.
  • Customizable Home Screen and Layouts: Design your screen as you wish.
  • Sales Analytics: Track your sales numbers instantly.
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