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Web based CRM Application

TatvaSoft has experience in creating web based CRM Application using .NET Technology which helps to identify and nurture leads and convert them in clients. If you want more details about our working methodology and projects accomplished, please feel free to contact us.

CRM Application

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Client from Cheshire, UK required a web based lead management system that can provide employees with the information about their customers which helps to identify and understand customer needs and effectively build relationships with company. The lead management system help client to target specific market and assist organizations.

Objective of the application is

  • Helps an enterprise to enable its marketing department to identify and target their best customers, manage marketing campaigns and generate quality leads for the sales team.
  • Assist the organization to improve sales and account management by optimizing information shared by multiple employees and streamlining existing processes.
  • Allows to formation of personalized relationships with customers. The aim is to improve customer satisfaction and maximizing profits by identifying the most profitable customers and providing them the highest level of service.

CRM application features:

  • Activity dashboard
  • Contacts
    • Manage individual contacts
    • Manage companies
    • Group management
    • Import and export contacts & companies
  • Campaigns
    • Auto follow up
    • Draft email campaigns
    • Completed email campaigns
    • Add follow up and email campaigns
    • Form builder
  • Leads
    • Power search
    • Lead management
  • Opportunities
    • Power search
    • Opportunity management
  • Reports
    • Various sales filters
    • Monthly Sales activity break down
    • Cross selling matrix
  • Settings
    • Manage users
    • Drop down list manager
    • Customize company and contact profile
    • Currency management

Based on requirement we have created a web based CRM application which is generating revenue by selling this product to multiple clients on monthly subscription.

  • Server: Microsoft Windows Server
  • Web Server: IIS 6.0
  • Programming Language: ASP.net, C#.net
  • Database: SQL Server
  • Other Tools: FCKEditor