Web-Based CRM Softwares Platform
        Platform

Master Data Management

Master Data Management

Get ultimate flexibility in master data management for Sales, Leads, Customer, Employees, Locations, Products, Channels, Collectibles, Service Request and lot more.  Create new masters as per need, configure additional attributes with validations, Set-up hierarchies and unlimited  classifications and tags.

See More


Business Process Work-Flow

CRM4SURE BPM enables work-flows linked to any master or transaction. You can manage flow of leads, customer registrations, service requests, channel development, training, orders and many more. One can configure unlimited work-flow levels, work-stages and rule-based auto movement.

See More
Business Process Work-Flow

Assignments & Mapping

Assignments & Mapping

Assign your customers, leads, channels, service requests, products and receivables to your employees, vendors, branches and much more. You can do one-by-one, block, multi-select and rotational assignments. You can have one-to-one, many–to-one, many-to-many assignments with flexible business conditions.

See More


Notifications and Alerts

Generate real-time CRM alerts and notifications for events for customers, vendors, employees, channels and other entities. For example service request status, order processing stage, welcome message, ageing leads, daily work management status, geo-location movement and performance dashboards. 

See More
Notifications and Alerts

Daily Activity Report

Daily Activity Report

Capture work done by staff with Daily Sales Report, Customer Report, Collections Report, Service Report, Field Visit Report, Logistics Report, and so on.  Track each activity, its outcome, next action, next follow-up date, location visited, person met and remarks. Ensure field staff consistency and performance.

See More


Planning and Target Setting

Set up business standards for employee, businesses, customers, channels, locations, products and lot more.  Make targets ranging from effort to business results. Ensure early warning signals and leading indicators to make your business fail-safe. Plan for all stages ranging from effort to outcome.

See More
Planning and Target Setting

External Third Party Access

External Third Party Access

Provide direct access to your vendors, and channel partners to view and provide information. Bring 360 degree business environment on one platform and create transparency in operations, sales, services etc.. Get seamlessly connected to your key stakeholders and network partners.

See More


Incisive Analytics & Reporting

Get action-oriented information on customer, sales, service channel, products, employees and lot more. Provide Reporting and analytics to your employees when-and-where they need  it. With a flexible report designer and MS analysis engine, publish need-based predefined as well as adhoc reports.

See More
Incisive Analytics & Reporting

360 Degree Customer View

360 Degree Customer View

CRM4SURE provides single 360 degree customer view as one unified database for marketing, sales and service. Get a single view of leads, channels, locations and employees. View your customer leads, current relationships, payment status, service history, references and much more in a unified interface.

See More


Knowledge and Content Management

Significantly increase employee effectiveness, least cost and effort of training. KM platform has world-class features like Encyclopedia, Knowledge Channels, Tips, FAQs, Templates, Videos, Personalization, Search & Navigation and whole lot more. Seamlessly integrate CRM with content repository.

See More
Knowledge and Content Management

Employee Learning & Development

Employee Learning & Development

LMS platform ensures personalized and cost-effective employee learning and development. You can build Interactive learning modules of text, audio, video and presentations. Embed feature-rich quizzes and question-banks for validation with a 360 degree view of Training scorecard.

See More


Security & Role-Based Access

CRM4SURE is a highly secure platform. It is fully tested against public web access vulnerability. Apart from role based access to menu options and forms, manage rule-based access to data operations. There is a complete LDAP integration as well as on-demand encrypted storage.

See More
User Security & Administration

Geo-location GPS Tracking

Geo-location GPS Tracking

Ensure real-time sales and field employee geo-location tracking. CRM4SURE supports gps tracking as well as other methods like cell tower based tracking as well. It is integrated with Google maps, so to effectively map employee movement. Get online notification and alerts on employee movement.

See More


EMM Enterprise Mobility

Get full-scale EMM or Enterprise Mobility Management solution. This capability can be used for sales, service, collections, logistics and other field functions, to ensure that all key CRM features are available on mobile. A field employee can get and provide all information on his on his fingertips.

See More
EMM Enterprise Mobility

Ms-Outlook Integration

Ms-Outlook Integration

Complete integration with MS- outlook in terms on Calendar, Contacts, Tasks and Emails. Any mailing or organizer activities happening in CRM solution gets synched with outlook platform. Apart from MS-outlook link, get a captive mailing and organizer platform within CRM4SURE

See More


Field Trip-Tour-Travel Planning

Execute intelligent sales, service and field tour-route planning. Do trip-planning and coverage strategy on customers, collectibles, channels and locations based on business rules. Plan-out field movement routes on monthly and daily basis. Get real-time reports on trip plan vs. actual coverage.

See More
Field Trip-Tour-Travel Planning

Daily Work Discipline Management

Daily Work Discipline Management

Set-up sales, service and customer, and other business related work schedules, calendar and tasks. Manage activity norms and frequency and ensure an enterprise discipline. Ensure a well-organized  front-end machinery, where employee know what they have to do and when.

See More