CRM (Customer Relationship Management) module is designed to help businesses improve your customer relationships and increase revenue by providing tools for managing customer interactions and data.
Best CRM Software In Nepal with ERP system.
Explore All Features
Check out all the features listed below to know more about our CRM module so you can use more efficiently depending on your business need.
- Followup with Leads, customers & Supplier
- One-time followup
- Recurring followups
- Followup based on Pending/Partial/Overdue invoices
- Add/Edit/Delete leads
- Convert leads to customer
- Leads source: Know which source (e.g google/Facebook etc) leads are converting to more customers.
- Leads life stage: Know the life stage of the lead (New/Qualified/Opportunity/ etc)
- Create different campaigns depending on your business.
- Send to customers, leads, contact, and more.
- Use Email & SMS for campaign notification
- Save as a draft for later use.
- Multiple logins for customers & suppliers
- Contact can check previous orders, purchases, sales, payment & ledger.
- Create proposal templates with Subject, Body & attachments
- Send proposal to leads
- Follow-ups by user
- Follow-ups by contacts
- Lead to customer conversion
- View all the generated reports in one tab
KB CloudERP reserves the right to change pricing at any time.
Free Plan offers 999 years model so if you are using more than that you might need to upgrade your plan unless we extend more. For the customers on Professional, Business & Other Existing paid plan subscriptions charges may apply if they want to add custom features.
Invoice limits for Every plan apply to both approving and sending invoices.
Secure Cloud Storage
Worried about losing your data? Don't worry we have Bank-level security that keeps your data stored safely in the cloud. If you ever lose your data contact us right away.
Start a free 7-day trial today, no credit card is required. You can cancel anytime with a promise that you are free to provide any valuable feedback to improve the platform.
KB CloudERP protects your personal info and your client’s info with industry-standard SSL and encryption so everything is always safe and secure.
Ready to Start?
Is your offline shop suffering to manage stocks? Don’t know how to run automation? Get our Cloud ERP & CRM web application now.