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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Key Features of CREST CRM
Here are the powerful features that make CREST CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- 1-click installationWorks with GoogleApps
- A/B Testing
- Access control
- Access Controls/Permissions
- Access Monitoring
- Account Alerts
- Account Based Marketing
- Account Management
- Accounting
- Accounting Integration
- Accounts payable
- Accounts Receivable
- Action Item Tracking
- Actionable Segmentation Enhancements
- Actionable Telematics
- Activity Tracking
CREST CRM Specifications
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CREST CRM Comparisons
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CREST CRM Description
Here's the comprehensive description of CREST CRM. Gain a brief understanding of its unique features and exceptional benefits.
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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CREST CRM FAQs
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
What type of customer support is available from CREST CRM?
The available support which CREST CRM provides is:
- Phone
- Live support
- Training
Where is the headquarters/company of CREST CRM located?
The headquarters/company of CREST CRM is located at Bangalore.