CRM

Powerful Customer Relationship
Management

GET STARTED

CRM (Customer Relationship Management)

Managing customers or clients is an integral task that helps in the overall development of the organization. Talygen, a leading business management automation service provider, offers a state-of-the-art Customer Relationship Management software that allows business organizations to harness the power of automation for CRM. It allows users to manage prospects, leads, and clients. They can organize, automate and synchronize business processes with the help of different advanced features such as automated invoices, documents, real-time analytics and much more. The sales tracking application offers a user-friendly interface to manage sales.

CRM Advanced Dashboard

High-End Dashboard Presentation

Talygen offers an advanced CRM dashboard that showcases and enables high-end views of accounts, leads, activities and, contacts. Users can effortlessly manage the dashboard by adding multiple widgets as per their business requirements.

Campaign Management

Tracking of Campaigns

Talygen's CRM System has a Campaign Management that enables users to plan and keep track of the campaigns. This includes campaign planning, preparing the mailing list etc. Campaign Management helps in planning, execution and campaign monitoring in an organized way.

Lead Management

Simple Process of Managing Your Leads

Once the leads are collected, it is essential to manage them and follow up until they qualify to prospective customers or to a client in TALYGEN system. Talygen offers efficient Customer Relationship Management Software that allows users to efficiently manage leads. Users can create, edit and manage leads followed by export and import of leads. With Timeline, users can view the log and activities done with respect to the lead with time. They can add notes and attachments related to leads and send them to the other users or clients via emails.

Deal/Contracts

Managing Your Sales Cycle

Deals are the most critical and important records to generate revenues for the organization. Talygen's Customer Management System allows deals to undergo a complete sales cycle that commences with the identification of prime prospects and end up with turning them into deal. It has a sales cycle which includes sending product information to deals, product demonstrations, sending sales quotations and business negotiations.

Account Management

Full-Proof Access of Users

Every organization has an account which includes the company's address, number of employees and other essential details. Talygen's intuitive CRM software helps users to associate this account with contacts (persons) within the company and other potentials (business opportunities) during pre-sales funnels. Timeline shows the activities done on accounts. Listing screen shows the details of different added products. Users can also add notes, attachments and share them with others as per the requirements.

Deal Stages

Setup stages as per your business

Talygen CRM leads lets you convert your leads into a deal, and you can set up deals within your profile. In a deal, you can create custom stages as per your requirements, which will keep track of the deal progress. Stages can be arranged in any sequence to let you customize the deal progress. Deal progress can be manually adjusted and marked as well.

Manage Purchase/Sales Order

Create purchase and sales order automatically

Talygen CRM lets you create Sales and Purchase orders with zero effort. Users can simply generate orders by utilizing the pre-filled information coming from the deal. Convert the deal into a purchase order, and pre-filled details let us create the order within seconds. Similarly, you can generate invoices directly from the sales order and email them to the client. Talygen email integration lets you send the orders directly from the application.

Manage View

Every user can create their own view

Talygen leads listing shows you the details of the lead in a predefined listing format. But to give the user a slight edge over the solution, manage view allows the user to set up their custom views, select the columns they want to see, and arrange them in an order suitable to their needs and requirements.

Additional Owner

Share access of leads with your associates

Talygen CRM lets you assign additional owners to the lead, allowing you to share your lead with other users. If a user is on leave or has left the company, you can assign that lead to other users without even transferring the lead. Custom rights can be allocated to the additional user like view, edit and delete.

Features of Customer Relationship Management
  • Track Prospects, Leads, Opportunities, And Clients
  • Convert Leads Into Projects
  • Notes
  • Track Sales
  • Manage Contacts
  • Real-Time Analytics
  • Follow Ups/Reminders
  • Create Additional Contacts
  • Web And Mobile Applications
  • Products
  • Bulk Emails
  • Associate Clients
  • Import Leads In Bulk
  • Client Communication
  • Store And Share Documents
  • Information Related To The Client
  • Quotations
  • Email Templates
  • Maintain Contracts
  • Supports Sales Team
  • Create Additional Owners
  • Custom Columns And Report