CRM System

Simple &
Cost Effective

Customer Relationship Management

Customer Information, Leads, Enquiries, Quotations, Sales Orders, Sales Visits, Sales Expenses Management

All companies have realised that they cannot do without a good CRM solution. But most companies need a simple CRM solution that they can quickly go live with and is Cost Effective.

It is necessary to ensure that enquires are not lost or forgotten, the history of followups is maintained, customer information is captured centrally with good quality, quotations have to go faster and communication between back office, design, production must become very easy.

Most companies achieve this using a spreadsheet like Excel. But this method has its own drawbacks. There are many CRM packages available but the better ones are sometimes unviable due to cost and complex nature of bigger CRMs

Innovia brings to you a CRM system that is nicely balanced between user friendliness and functionality

Features of Oursys CRM?

Oursys CRM
Functional Features

  • Customer Information
  • Customer Grading & Warmth Monitor
  • Lead Management
  • Enquiry Handling
  • Price Lists
  • Quotations & Working Sheets
  • Sales Order Booking
  • Competitor Data & Analysis
  • Sales Visit Management
  • Sales Expense Vouchers
  • Quick Reports
  • Indepth Data Analysis
  • Notifications and Alerts
  • Internal Communication Platform
  • Dashboard of Key Information
  • Tasks & Discussions for Team Collaboration

Oursys CRM
Technical Features

  • Web based or Local Choice
  • Unlimited Users
  • Mobile Friendly
  • Works on all major browsers
  • Built-in Email Facility

Oursys CRM
Key Features

  • Upgradable to Oursys ERP
  • Additional Specification Capture facility for non-std. products
  • User Friendly
  • Minimum Data Entry
  • Region wise Data Secrecy
  • Multi-Currency
Oursys CRM Suits All

Oursys CRM suits all types of small and medium organisations. Some examples are given below

Single Users

You can record your leads and enquiries in the system and keep a ready list for follow-up.

Usefulness: Enquiries are not forgotten, Followups are effective, customer information is sytamatically maintained

Small Team

Sales Representatives can record their activities and coordinate with their backoffice effectively

Management can monitor the sales funnel and help the representatives by giving his inputs through the software

Multiple Regions

The users have access to data of only their regions

Data can be analysed centrally and to get valuable Sales Information on Products, Regions, Sales Representatives etc.

Sales Network

Associates, Dealers and Distributors also access the system and coordinate with HO

Quotations can be quickly given from head office whenever required. Standardisation can be maintained

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