What is CREST CRM?

CREST CRM is designed to grow seamlessly with your business. CREST CRM will Improve Customers Lifetime value, simplify sales process, It will Increases staff productivity CREST is a fully integrated CRM product.

CREST CRM Starting Price


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CREST CRM Screenshots

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Key Features of CREST CRM

  • CRM
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • Customer Management
  • Task Management
  • Mobile App
  • Lead Management
  • Contact Management
  • Ad Hoc Reports
  • Dashboard
  • Activity Tracking
  • Lead Capture
  • Lead Distribution
  • Pipeline Management
  • Lead Nurturing
  • Customizable Dashboard
  • Contact Database
  • Customization
  • Mobile Access
  • Approval Workflow
  • Data Integration
  • ERP
  • Lead Enrichment
  • KPIs
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  • Freelancers
  • StartUps
  • SMEs
  • Agencies
  • Enterprises

Available Support

  • Email
  • Phone
  • Live Support
  • Training
  • Tickets


  • Deployment:

    Cloud Based

  • Payment:


  • Api
  • Customization
  • Mobile Support

Desktop Platforms

  • Web App
  • Windows
  • Mac

Mobile Platforms

  • Android
  • iOS

Language Support

  • English

Company Details

Company Name :

Xmplar Management Solutions Private Limited

Headquarter :


Website :

Visit Website

Full Address :

Xmplar Management Solutions #760, 2nd Floor, 19th Main, HSR Layout, Sector II, Bangalore 560102 India

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Available on request

CREST CRM Description

Lead Management:

Lead Management ensures that the Sales team are always on top of all the leads and ensures that none falls through the crack. 

  • Capture complete Lead information - Key attributes captured are Organization name, Contact Name, Industry classification, Category, Source, Priority and Status.
  • Leads can be “Assigned To” a Sales representative.   
  • Lead specific Notes: this section provides flexibility to track the various notes one would like to register against the Lead. 
  • Upload Documents: this section provides flexibility to upload and store any kind of documents related to the Lead. 

Opportunity & Deal Management: 

Create one or more opportunities against a specific lead. Key attributes like Probability, Status, Estimated deal value, expected closure date, Priority etc can be recorded for effective tracking. Notes & Document section captures key information about the opportunity. 

  • Create customer quote by linking the product and services. Quotes can be revised multiple times and the history information is tracked. 
  • On deal closure, a customer profile can be created for the opportunity and the quote can be converted into a customer sales order. 
  • Tight integration with Sales order & Inventory Module ensures seamless data flow from opportunity till deal closure, reducing manual data entry.

Contact Management:

  • Contact management enables the sales representatives to capture all the contact details about the lead. 
  • Any number of contacts can be associated to a lead. 
  • Provision to send real time Sales & Marketing communication to contacts.

Reports & Dashboards: 

  • CREST CRM provides various dashboards built on Opportunity and Leads.
  • This is user configurable and the applicable dashboards can be enabled based on role.
  • Lot of inbuilt reports are available which helps in viewing the data across multiple dimensions like Status, Priority, Stage, Source, Probability, Owner etc
  • Get the Consolidated  Report Grouped By Status, Priority, Category, Owner, Source, Industry,  
  • Leads Reports Which can be Filtered by one or more Parameter and Group by a user selectable Parameters.

Activities Management:

ACTIVITIES option enables the user to record and track activities against a Lead or Account or an Opportunity. 
Activities can be classified as “Event”, “Call” and “Task”, Activities are grouped and listed under different time buckets - Today’s activity, Next 7 Days, Overdue 

User also have a provision to add Notes & Attach documents against an activity.


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What are the top 5 features for CREST CRM?

The top 5 features for CREST CRM are:

  • CRM
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • Customer Management
  • Task Management
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