Customer Relationship Management

Discover new customers with less effort by the CRM solution of PrismERP

Helps you to keep track of all communications with a customer & creating efficient process across your business operations. This will make sure sales opportunities are not lost. Our solution serves your business with proper data management & uplift your business growth.

Uplift Marketing strategy

Thinking about building up strong business, then the solution is the right choice to market your company's product and service in broader aspect.

Lead Generation

Maintaining the leads into CRM is one of the important part of the business to know the successful lead. It is mandatory for repeat quote/sales.

Quotation Management

Smart ERP system that makes financial quote easily for the new and redundant customer depending on the status of going for the product of the business.

Customer Information

Gathering new or existing customer information in the system in order to make the relationship stronger and make business proposal for the product easily.

Track Sales Stage

Get into tracking of sales easily from CRM solution so that product selling to individual new or existing customer becomes easy and view the current status of product sale.

Marketing Survey

With CRM of PrismERP, different types of survey or questionnaire can be processed and filled up either by online method or through customer portal from the system.

Cross Sales & Up Sales

Control your sales in each and every possible way from the system.

Sales Analysis

PrismERP records all the steps in sales analysis and clearly defines a set of marketing procedure and predictive analysis which will guide to successful sales forecasting.


PrismERP's sales opportunity tracking module provides an exclusive interface to store and manage information details relative to opportunities with field like stage/status of the opportunity, profitability and expected revenue.

Customer Activity

Every sales lead, if rightly tracked and nurtured, can be a revenue generating opportunity.For this reason, PrismERP effectively covers all the process of lead generation to lead conversion,.

Marketing Campaign

PrismERP's marketing campaign tracking module gathers information about the marketing channel, target, program dates, budget, expected revenue and offer to ensure that campaigns are effective and measurable

Contacts Management

PrismERP tracks all contacts and related opportunities, cases, activities, and other details from a common repository.

Schedule a Live Demo

Go for a free practical demonstration in order to experience the user friendly platform of PrismERP

At a Glance

Go through the overall features & reports provided by CRM solution

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