Integrated CRM Business Systems for Growth
Empower your sales and support teams with an intelligent Sales Pipeline Management Software that centralizes customer data and automates lead tracking. Boost retention with a unified CRM ERP solution.
AI-Powered CRM Module Overview
The AI-driven CRM module acts as the central hub for managing customer relationships within your ERP system. It unifies sales, marketing, and service workflows-streamlining lead tracking, contact management, opportunity forecasting, and customer support through intelligent automation.
Key Objectives
- Streamline customer acquisition and retention with intelligent CRM automation
- Streamline customer acquisition and retention with intelligent CRM automation
- Improve lead nurturing and sales conversion through opportunity tracking
- Enhance customer satisfaction with faster response and efficient support workflows
Integration Benefits
The CRM module offers seamless ERP integration, connecting quotation management, production scheduling, inventory control, and order tracking. It ensures a unified sales workflow-streamlining the entire process from lead acquisition to order fulfillment through intelligent automation.
Core AI-Driven CRM Components
Comprehensive customer relationship management features built for manufacturing and B2B enterprises-integrated seamlessly with ERP workflows for sales, support, and retention.
Contact Management
Maintain a unified contact database that stores complete customer and lead profiles-enabling easy access, segmentation, and real-time collaboration within the CRM system.
- • Store name, email, phone, and role details
- • Track contact status - Active, Inactive, or Prospect
- • Use smart tagging for targeted segmentation
- • Link contacts with associated companies and leads
Company Management
Manage complete company profiles with centralized data for each client organization. Gain full visibility into B2B relationships, associated contacts, and opportunities through ERP-integrated account management.
- • Store company name, industry, and address details
- • Link associated contacts for unified data access
- • Track lead-to-customer conversions
- • Manage business opportunities and client relationships
Opportunity Management
Monitor and manage every potential deal throughout the sales pipeline. Gain full visibility into opportunities with real-time tracking, value forecasting, and CRM-integrated progress updates.
- • Maintain detailed contact and deal information
- • Track opportunity value, probability, and close dates
- • Manage pipeline stages with visual workflows
- • Monitor progress and performance until successful closure
Sales Pipeline Management
Visualize and control every stage of your sales process with an intuitive, customizable pipeline. Enable real-time tracking, deal forecasting, and data-driven decision-making within your CRM ecosystem.
- • Define and customize pipeline stages (Prospecting, Qualification, etc.)
- • Drag-and-drop opportunities across stages
- • Automate sales forecasting and win probability tracking
- • Monitor performance analytics and conversion trends
Customer Support Tickets
Streamline after-sales service operations with an intelligent ticketing system. Manage customer requests, assign agents, and monitor resolutions in real time to enhance service efficiency and satisfaction.
- • Track priority, category, and current ticket status
- • Classify issues by type and urgency
- • Automate agent assignments and follow-ups
- • Monitor resolution time and service performance
Activity Tracking
Record and monitor every customer interaction-calls, meetings, follow-ups, and notes-in a unified activity timeline. Enhance productivity and collaboration with automated task reminders and email integration.
- • Maintain a complete interaction and communication history
- • View chronological activity timelines by contact or team
- • Assign and track tasks with automated reminders
- • Integrate emails and use custom templates for outreach
CRM Workflow Process
Interactive visualization of streamlined customer relationship management from lead acquisition to post-sales support
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Lead Generation
Capture leads from multiple channels, qualify them based on criteria, and track their source and status.
Contact & Company
Create comprehensive profiles with contact details, company information, and relationship history.
Opportunity
Manage sales opportunities through customizable pipeline stages with forecasting and probability tracking.
Support
Handle post-sales support with ticket management, priority levels, and resolution tracking for customer satisfaction.
Ready to Elevate Your Customer Relationships?
Experience the power of our AI-driven CRM module-integrated within Infuro ERP-to automate workflows, strengthen customer engagement, and accelerate sales performance.