Sangam Mobile CRM

Sangam Mobile CRM is one of the best mobile crm applications available which manages all the tasks related to Marketing, Sales and Service. Track visits, tasks, Emails, SMS, etc. Manage Leads, Deals, Tickets, Contracts & Renewals. Build Customer database with Companies and persons module. Out of the box integration: Email, WhatsApp & Tally ERP. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Mobile CRM App Features: * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 1). Automatically Relating calls to appropriate records in CRM, based on Caller ID. 2). Manage Sales Funnel, Open Enquiries and Deals based on User or Products. 3). Manager's Dashboard and Executive Dashboard. 4). Log Meetings with geo-location tagging and attach images as MOM. 5). Start new calls and emails with just one single Click. 6). Single click follow ups for Enquiries and Deals 7). Ticketing management using notification and unique one click check-in / checkout. 8). Task management 9). Tag / Group management for Mass Emails * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Sangam CRM Features (Web & Mobile) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 1). Customer Data modules like: Companies & Persons. 2). Transactional data modules like: Leads, Opportunities, Tickets, RMA & AMC (Contract). 3). Activity Modules like: Email, visits, meetings, activity, SMS, Call, WhatsApp, 4). Create your own Custom modules as per your requirement. 5). Completely secured with all the modern security features. 6). Out of the box Integrations: Tally, Sendgrid (Email), WhatsApp, Market Places (like Indiamart, tradeindia & Justdial) and others. 7).API available. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * What’s New * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 1). Identify unknown number person details. 2). Send Whatsapp to an unsaved number. 3). Create Enquiry / Contact / Account from Call and Message 4). Import Contact from Phonebook as Lead / Contact in CRM and many more.