T-CRM from Technix Technology helps managing leads

T-CRM from Technix Technology helps managing leads, simplifies Sales pipeline, automates tasks, and boost performance. T-CRM streamlines functions across sales, marketing, and service operations.

1. T-CRM
A Cloud-Based Customer Relationship
Management (CRM) Software with light
weight UI (User Interface) - The Foundation
for Building and Retaining Customer
Relationships

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T-CRM

CUSTOMER RELATIONSHIP MANAGEMENT
T-CRM Customer Relationship Management solution
helps small businesses and large enterprises manage
leads and interactions with customers.
T-CRM FEATURES:
• Lead Management
• Tracking Task and Activities
• Better Monitoring of Sales Team
• 360-Degree Customer View
• Customer Support
• Multi-Channel Campaigns
• Document Management
• Reports
• Client Payment Tracking

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WHY & WHEN
YOU NEED A CRM?
As your business grows, record-keeping on Excel spreadsheet becomes unmanageable and slows you down. It is time to
move on from your early processes and begin managing your customer relationships more effectively when:
INFORMATION IS SCATTERED ACROSS YOUR SPREADSHEETS, STICKY NOTES, EMAILS, AND CELL PHONES.
• Lack of visibility of team interactions with customers.
• Lost leads due to lack of follow-up.
• Collating data from different sources is unwieldy.
• Accessing information on mobile devices is difficult.
• Lack of consistent and effective customer experience.
• Generating reports is time-consuming.
IF YOU ARE FACING THESE ISSUES, IT’S TIME TO
CONSIDER SWITCHING OVER TO CRM.

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T-CRM ENHANCES SALES & PRODUCTIVITY

• T-CRM enhances business processes, improves Customer Experience, and helps businesses grow.
• Whether you’re a sales professional, a marketer, or part of a customer support team, T-CRM lets you add value at
all touchpoints with Automated Tasks.
• Business leaders have better visibility to team activities to improve efficiency by monitoring and supporting their
team.
• Import and share information to improve collaboration and identify Risks and Opportunities at the right time.
• Store and access documents anywhere, anytime.

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MOBILITY
Cloud based T-CRM keeps it simple with a lightweight user interface that doesn't waste background resources
with excessive customization. It is light on both RAM and CPU usage.
BENEFITS OF CLOUD CRM
• Mobility
• Cost-Effective
• Security
• Low Maintenance
• Scalability
• Integration Options
• Consistency

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LEAD MANAGEMENT
Capture, gather and organize leads from multiple sources to enhance lead conversion. Identify and follow-up on Cross-
Selling and Upselling opportunities for better customer success strategies.
PLUG LEADS LEAKAGE
• Nurture Lead through Sales Funnel stages
• Vet Leads
• Qualify and Score Prospects
• Drip Email & SMS Campaigns
• Track Appointments
• Set Pipeline Stages
• Reassign Dead Leads

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CONTACT MANAGEMENT
• Contact management is an essential feature of T- CRM. With all contacts details stored securely on T-CRM cloud,
everyone can access real-time contact information from anywhere.
• Sync / Import Contact / Leads using CSV files or third-party APIs like Google Maps API
• Merge Duplicate Contacts
• Define user access to contacts.
• Personalize interactions by
understanding each contact’s
history.

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SALES AUTOMATION
T-CRM automation streamlines sales and services workflow, making them more efficient, helps you sell more quickly.
It helps alleviate the burden on Sales, Marketing and Customer Service teams by enabling them to focus on what they
do best – BUILDING MEANINGFUL RELATIONS!
• Standardize Processes
• Manage Workflow and Pipeline
• Improve Team Collaboration
• Automated Personalized Emails
• Automated Repetitive Tasks
• Guided experience for competitive edge

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DOCUMENT MANAGEMENT
T-CRM’s document management boosts productivity with a central repository of digital documents like product
catalogs, contracts, licenses, spreadsheets, statements in CRM.
EASILY STORE & ACCESS DOCUMENTS
• Associate documents with clients
• Security and access control
• Find PDFs, images, Office files in one place
• Access documents anywhere

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CAMPAIGN MANAGEMENT
Integrating CRM with SMS and Email takes customer relationship management
to the next level. By bringing together multiple channels, businesses can create
a seamless and personalized experience for their customers.
• Create Multi-Channel Campaigns
• Easily Customize Follow-Up Campaigns
• Boost ROI with Email & SMS marketing.
• Convert cross-selling and upselling opportunities.
• Increase Customer Retention.


MAXIMIZE CUSTOMER
EXPERIENCE WITH MORE
EFFECTIVE MULTI-CHANNEL
CAMPAIGNS

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TASK MANAGEMENT
Team members can simultaneously view and edit tasks for sales, marketing, customer communication,
projects, and more in CRM, and have a clear overview.
• Real-time Collaboration
• Centralization of tasks
• Automate Tasks
• Generate Task Reports

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REPORTING
T-CRM gives you a more comprehensive picture with Daily, Weekly, Monthly and
YTD (Year to Date) reports with required filters.
IF YOU CAN MEASURE IT, YOU CAN MANAGE IT
• Leads Reports
• MIS Reports
• Follow-up Pending Reports
• Follow-up Done Reports
• Task Reports
• Payment Reports

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CUSTOMER SATISFACTION
T-CRM GIVES A 360-DEGREE CUSTOMER VIEW, providing a comprehensive understanding of
customers, their interactions, preferences, locations, demography, and business domain, allowing businesses
to improve and personalize their interactions with customers. The right offer at the right time results in
improved ROI.
• More lead conversions.
• Consistent & effective customer experience.
• Increase customer loyalty and retention.

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T-CRM DASHBOARD
T-CRM dashboard is a visual, customizable user interface. It is easy to monitor, measure and analyze business
and sales processes, opportunities, and team performance in real-time for making informed business
decisions and providing superior customer care.

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USER MANAGEMENT
Security roles enable administrators to control users' access to data through a
system of access. You can assign security roles to a user, which means that the
user has permissions associated with all security roles assigned to the user.
• Easily create and assign User Roles
• Manage User permissions from anywhere
• Revoke permissions for User Role

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DATA SECURITY
T-CRM provides strong safeguards to protect your privacy and secure your data. T-CRM adheres to compliance
programs in its infrastructure to provide best practices for securing sensitive data on the cloud, including security-
zone modelling, and swim-lane isolation.
USERS ACCESS TO DATA BASED ON THEIR FUNCTION
• Manage Add, Edit, Delete permissions
• Define separate rules for sharing:
o Contacts
o Leads
o Clients
o Tasks
• Securely share Data in CRM
• ISMS compliance

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ACTIVITY MANAGEMENT
Customer relationship management activities are collection of the actions and
role responsibilities in CRM regarding customer interactions. T-CRM activities
include:
• Automated repetitive sales tasks
• Marketing
• Meetings and Demos
• Email / Calls / SMS / WhatsApp messages
• Online / Offline Training
• Contract Renewal
• Payment reminder
• Social media contact
• Storing and managing Documents
• Reporting and forecasting

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PAYMENT TRACKING
T-CRM helps you track client payment status:
• Add Client payment details
• Get payment reports
• Send Payment reminders
• Alert Sales for Upcoming, Outstanding payments

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MONITOR TEAM PERFORMANCE
• Track staff performance
• Target vs Actuals report
• Identify top performers
• Create and Assign Tasks
• Performance reports

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Features Free Trial Startup Essential Custom Enterprise
Solutions *
Validity Lifetime validity 12 months validity 12 months validity

Renewal Yearly renewal Billed annually Billed annually

Contact
management

Includes 1000
Leads & Contacts
Credit.

Includes 5000
Leads & Contacts
Credit.

Includes 10000
Leads & Contacts
Credit.

Additional
contacts
Requires extra
credit
Requires extra
credit
Requires extra
credit

SMS & Email
Marketing

Includes 1000 SMS
/Email Marketing

SMS / Email
Requires extra
credit

SMS / Email
Requires extra
credit

Workflow
automation

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Features Free Trial Startup Essential Custom Enterprise
Solutions *
Marketing
automation

Customization


Feature
elimination


Third-party
integrations


Customer
service

Team
Performance
Monitoring

Task
management

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Features Free Trial Startup Essential Custom Enterprise
Solutions *
Social media
integration


Lead
management

Real-time data
integration


Two Factor
Authentication


CRM analytics

Reporting

Pipeline
management

Sales
forecasting

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Features Free Trial Startup Essential Custom Enterprise
Solutions*
Email features

Mobile CRM

Quote and order
management


Dashboard

Data storage
and security

Chat integration

Chat + Email
Support

Chat + Priority
email support

Document
Management

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*For Custom Enterprise Solutions please contact our Sales team.
Features Free Trial Startup Essential Custom Enterprise
Solutions*
Payment
Tracking

Vendor support
and training




Artificial
intelligence


Email Insights

Ticket
Management

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T-CRM Custom Enterprise Solutions
CRM solutions that are tailored to the specific needs and preferences of your business or organization.
No two businesses are alike, so the T-CRM Development team offers Custom Enterprise CRM Solutions to
cater to your business’s unique needs with customized features.
• We can add contact fields, select dashboard elements, create
custom reports, and boost customization options with extensions,
plugins, and other add-ons to expand your CRM’s capabilities.
• If you need even more customization, contact T-CRM sales team.
Our development team can help you integrate the CRM with your
company’s existing business solutions to streamline processes.

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Connect with us to Get Started today!
https://www.technixcrm.com