Gen Softech develops customized CRM software that helps businesses organize leads, customers, sales activities, follow-ups, teams and business information through a centralized platform.
Build a CRM solution around your actual sales process, customer journey, team structure, reporting requirements and business workflows instead of adapting your operations to a rigid system.
Connect leads, customers, sales teams and follow-ups through one system.
Customer relationship management becomes difficult when leads, customer details, follow-ups, sales activities and team communication are maintained across different spreadsheets, applications or manual records.
A customized CRM software solution brings these activities together in a centralized system. Your team can manage prospects, customers, sales opportunities, follow-ups, tasks and relevant business information according to defined workflows.
CRM functionality can be designed for different business models, including sales organizations, service companies, real estate businesses, education providers, distributors, agencies and other organizations that need structured customer and lead management.
Gen Softech provides custom CRM software development services for businesses in Delhi, Noida, Gurgaon and other locations across India.
Organize customer information and sales activities around the way your team actually works.
Keep relevant lead and customer information available through one organized system.
Capture, assign and manage leads according to your sales workflow.
Track scheduled follow-ups, tasks and important customer activities.
Monitor opportunities and sales activities through relevant dashboards and reports.
Assign leads and activities to sales users according to roles and responsibilities.
Configure CRM processes around your organization's specific operational requirements.
Select the modules your business needs and extend the system as your operations evolve.
Capture, assign, qualify and manage leads through defined sales stages.
Maintain customer profiles, contact information and relevant interaction history.
Track where leads originate from and organize source information.
Create and manage sales tasks, activities and assigned work.
Schedule and track customer calls, meetings and other follow-up activities.
Manage opportunities through stages defined by your sales process.
Manage CRM users, teams, roles and relevant assignments.
Generate relevant sales, lead, customer and team reports.
Present important CRM information through role-based dashboards.
A CRM should make it easier for your sales team to understand where every lead stands and what action needs to happen next.
Lead management can be customized around your sources, qualification process, sales stages, assignment rules and follow-up requirements.
This creates a structured workflow from initial enquiry through sales activity and conversion.
Record leads from website forms, campaigns or other supported sources.
Assign leads to sales users or teams according to defined rules.
Organize leads according to your qualification process.
Track lead progress using suitable statuses and stages.
Maintain relevant activities and interactions for each lead.
Convert qualified prospects into customers or opportunities.
Customer information becomes more useful when sales teams can access relevant details without searching through multiple systems.
A CRM can maintain customer profiles, contact details, sales information, communication history and other business-specific information in a structured format.
Maintain relevant customer information in one place.
Store phone, email and other required contact information.
Review relevant customer activities and previous interactions.
Connect applicable customer sales and transaction information.
Record important customer-related notes and information.
Organize customers according to applicable business categories.
Define stages and activities according to how your organization manages opportunities.
Track potential business opportunities through defined stages.
Configure stages according to your sales workflow.
Assign opportunities to responsible sales users.
Maintain upcoming activities and follow-up requirements.
Review opportunities and their current stages.
Monitor movement from prospect to customer.
Missed follow-ups can make it difficult for sales teams to maintain consistent communication with prospects and customers.
CRM follow-up functionality can help users organize calls, meetings, tasks and scheduled activities around the sales process.
Record and manage customer call activities.
Plan upcoming sales and customer activities.
Provide reminders for applicable pending activities.
Assign and track tasks for sales users and teams.
Manage relevant customer meetings and appointments.
Review previous customer and sales activities.
Present relevant information to management and sales teams through dashboards designed around their responsibilities.
View relevant lead counts, statuses and sources.
Review customer-related business information.
Display relevant sales and opportunity information.
Identify applicable pending tasks and follow-ups.
Review selected sales user and team activity.
Provide management with relevant business summaries.
A centralized CRM becomes more useful when every team member can access the information and functionality required for their role.
User roles, permissions, lead assignments and team structures can be configured according to your organization's workflow.
Create and manage CRM users according to business requirements.
Define access levels for administrators, managers and sales users.
Assign leads to suitable users or teams.
Organize users into relevant sales or operational teams.
Control access to selected modules and operations.
Review applicable team and user activity.
Understand where your enquiries originate and connect lead sources with your sales workflow.
Capture enquiries generated through website forms.
Organize leads generated through marketing campaigns.
Record applicable leads originating from social channels.
Register and manage leads received through calls.
Maintain leads generated through email communication.
Review lead distribution across applicable sources.
CRM communication functionality can help sales teams maintain relevant customer interactions alongside lead and account information.
Depending on the project, suitable email, SMS, notification or communication services can be connected through available APIs.
Connect suitable email services for supported business communication.
Integrate suitable SMS services for applicable notifications.
Provide relevant reminders and system notifications.
Maintain useful notes related to customer communication.
Record relevant call activities and follow-up information.
Review applicable interaction history from the CRM.
Different businesses follow different processes. Your CRM can be structured around the stages and actions your team uses.
Define how leads move from enquiry to qualification and conversion.
Create stages that reflect your actual sales process.
Define how leads or opportunities are assigned to users.
Connect tasks and follow-ups with relevant business stages.
Support applicable approval processes where required.
Implement documented rules specific to your organization.
Reports help management and sales teams understand current business activity and review important CRM data.
Reports can be designed according to your required fields, filters, date ranges, user roles and business metrics.
Review leads by status, source, date or assigned user.
Analyze relevant customer information and segments.
Review opportunities, conversions and applicable sales data.
View selected activities and performance by user or team.
Track calls, tasks, meetings and follow-up activities.
Create reports around business-specific requirements.
Suitable APIs and integration services can connect your CRM with other applications used by your organization.
Connect suitable email services for customer communication.
Integrate SMS services for supported notifications and alerts.
Connect customer, order or sales information from ecommerce systems.
Connect applicable business and operational information with ERP systems.
Connect selected payment-related workflows when required.
Exchange relevant data with supported external applications.
CRM systems may contain customer details, sales information, business records and internal team data. Access and security should therefore be considered during application development.
Authentication, authorization, role-based permissions, input validation and suitable API security practices can be implemented according to the project requirements.
Protect CRM areas through authenticated user access.
Provide different permissions according to user roles.
Restrict sensitive CRM operations to authorized users.
Apply suitable controls to connected APIs and services.
Maintain relevant activity information for supported operations.
Follow suitable application practices for protecting business data.
Sales teams often need access to customer and lead information while working outside the office. A connected mobile application can provide selected CRM functionality on supported devices.
Mobile features can be selected according to user roles and connected with the CRM backend through APIs.
View permitted customer and contact information.
Access and update supported lead information.
Manage selected calls and follow-up activities.
Review and update assigned CRM tasks.
Receive applicable CRM reminders and notifications.
Access selected CRM performance information.
Custom CRM functionality can be adapted to different industries and sales workflows.
Manage enquiries, customers, sales activities and service-related follow-ups.
Manage property enquiries, prospects, site visits and sales activities.
Organize student enquiries, counselling activities and admission follow-ups.
Connect customer information, enquiries and sales workflows.
Manage leads, distributors, customers and applicable business activities.
Organize sales pipelines, teams, opportunities and customer relationships.
Build only the functionality your team needs and add business-specific modules when required.
Configure lead, opportunity and customer stages around your process.
Create permissions for different teams and responsibilities.
Capture business-specific information that standard CRM systems may not provide.
Build reports around your required data and management views.
Connect CRM with suitable third-party applications and APIs.
Add business-specific functionality beyond standard CRM features.
A structured development process helps convert your sales workflow and business requirements into a practical CRM solution.
Understand your leads, customers, sales process, teams and reporting requirements.
Define modules, user roles, workflows, fields, reports and required integrations.
Create responsive interfaces for administrators, managers and sales users.
Develop CRM modules, business rules, dashboards and database functionality.
Connect suitable APIs, communication services and existing business systems.
Test workflows, permissions, reports, forms, APIs and important CRM operations.
Prepare the application for production hosting and business use.
Extend the CRM when new business requirements or modules are introduced.
CRM development cost depends on the required modules, customization, integrations, user roles and overall project scope.
The expected number of CRM users and their access requirements.
Lead capture, assignment, qualification and conversion workflows.
Opportunity stages, sales rules and pipeline requirements.
Business-specific fields, workflows, modules and calculations.
CRM, ERP, ecommerce, payment, SMS, email and other APIs.
Standard and custom reports required by management and teams.
Share your CRM requirements to receive a project-specific scope and development estimate.
Request CRM EstimateThe technology stack can be selected according to the application's functionality, integrations and deployment needs.
Develop scalable CRM web applications and backend services.
Store leads, customers, activities, users and business records.
Build responsive CRM interfaces for desktop and mobile screens.
Provide interactive forms, dashboards and CRM functionality.
Connect CRM with mobile applications and external services.
Develop cross-platform CRM mobile applications when required.
Businesses across Delhi NCR and other parts of India can use customized CRM software to organize leads, customers, sales activities and internal workflows.
Whether you need a sales CRM, lead management system, customer management platform or a CRM integrated with your existing business software, the solution can be planned around your operational requirements.
Gen Softech develops custom software solutions with modules and integrations selected according to the project scope rather than using unnecessary functionality.
Discuss your CRM workflow, required modules, integrations and business objectives with our team.
Share your sales process, lead workflow, user roles, reports and integration requirements with Gen Softech to discuss your CRM project.