What is CRM Software?
CRM (Customer Relationship Management) Software helps businesses manage all their interactions with customers, leads, and prospects in one organized system.
✅ Tracks customer data
✅ Manages leads & sales pipeline
✅ Automates communication
✅ Improves customer support
✅ Increases sales efficiency
Sneha IT Freelancer provides customized CRM software built exactly for your business model — whether you’re in MLM, e-commerce, services, real estate, healthcare, or any other industry.
Core Modules in Sneha IT Freelancer CRM Software
1️⃣ Lead Management
- Capture leads from website, email, phone, or external sources
- Assign leads to sales agents automatically
- Track lead status: New, In Progress, Converted, Lost
- Set follow-up reminders and tasks
2️⃣ Contact Management
- Complete customer profiles
- Store contact information, communication history, notes
- Record past orders, inquiries, and support tickets
- Tagging and segmentation for targeted marketing
3️⃣ Sales Pipeline Management
- Visual sales funnels
- Track deal stages (Lead, Proposal, Negotiation, Won, Lost)
- Forecast revenue based on pipeline
- Prioritize hot leads for faster conversion
4️⃣ Task & Activity Management
- Create tasks for sales teams
- Schedule meetings, calls, and emails
- Automatic reminders for pending activities
- Assign tasks based on user roles
5️⃣ Email & SMS Automation
- Send personalized emails and SMS to leads & customers
- Automated email campaigns (welcome emails, offers, follow-ups)
- Email templates for quick messaging
- Track open rates and responses
6️⃣ Customer Support & Helpdesk
- Integrated ticketing system
- Assign support agents to cases
- Track issue resolution time
- Maintain full support history for each customer
7️⃣ Marketing Automation
- Run bulk email or SMS campaigns
- Target customers based on behavior or segment
- A/B testing of campaigns
- Lead scoring for better targeting
8️⃣ Reports & Analytics
- Sales reports
- Conversion rate tracking
- Agent performance reports
- Customer lifetime value (CLV) reports
- Marketing campaign analytics
9️⃣ Integration Features
- Integration with:
- Websites (lead capture forms)
- Social media platforms (lead generation)
- Payment gateways
- ERP, billing, or MLM software
- Third-party APIs
🔟 Mobile CRM
- Access CRM on smartphones
- Real-time updates for field sales teams
- Push notifications for tasks & follow-ups
Technologies Used
- Front-End: HTML, CSS, React, Angular
- Back-End: PHP (Laravel), Node.js, Python (Django)
- Database: MySQL, PostgreSQL, MongoDB
- Integrations: WhatsApp, Email gateways, SMS APIs, Payment gateways, ERP, and MLM platforms
Benefits of Sneha IT Freelancer CRM Software
✅ Centralized customer data
✅ Improved customer satisfaction
✅ Increased sales efficiency
✅ Faster lead conversion
✅ Better team coordination
✅ Complete history of customer interaction
✅ Real-time reporting for better decisions
✅ Fully customized to your business processes
Security Features
🔒 SSL secured web portal
🔒 Role-based access control (Admin, Sales Manager, Agents, Support)
🔒 Data encryption for sensitive customer data
🔒 Daily backups
🔒 GDPR-compliant data privacy
Example Use Case:
👉 For a direct selling company (MLM):
- New leads are automatically captured from website sign-ups.
- Sales agents are assigned leads.
- Automated follow-up emails are sent after initial contact.
- Support tickets are logged if any issue arises.
- Management can see real-time sales reports and agent performance.
👉 For an e-commerce business:
- CRM stores complete purchase history of each customer.
- Automated email offers are sent based on customer behavior.
- Customer service tickets are handled efficiently.
Why CRM Software is Essential?
✅ No more lost leads
✅ Stronger customer relationships
✅ Higher retention rates
✅ Increased sales
✅ Faster response times
✅ Complete business visibility