Inlog Network

CRM at a Glance

Centralizing all customer data into one system, our CRM automates workflows and offers analytics to help you make informed choices. Customize dashboards to fit your business needs while maintaining seamless integration with other tools for greater efficiency. The intuitive design ensures easy navigation even for first-time users, and mobile access means you can oversee performance anywhere.

Security features like data encryption and role-based access controls protect sensitive information, ensuring compliance and peace of mind. When choosing a CRM, focus on essential features that meet your business requirements.

Contact Management

Contact management forms the foundation of any CRM, enabling you to store, organize, and oversee both prospect and customer information. Standard records typically include key details like name, email, company, and industry. Our CRM system also allows you to tailor these records, ensuring you capture all the details vital to your business.

Lead Management: Nurturing Opportunities

Lead management is at the heart of our CRM, designed to guide your team in prioritizing leads and focusing on the most promising prospects. By providing a transparent view of each lead’s progress, it supports informed decision-making and efficient resource allocation, optimizing your overall sales pipeline.

Visual Sales Pipeline

Our CRM offers multiple visual sales pipelines to represent your different business streams. You can customize each sales process with various stages, visually review expected business over specific periods, and set benchmarks that prospects must meet to advance. Leads progress through the pipeline, clearly showing their status in your sales flow.

Task Management

Task management is a straightforward yet powerful CRM feature that lets you create tasks, set reminders, and track progress. Tasks can connect to contacts or deals, be assigned to individuals or teams, and viewed as personal to-do lists, team-wide assignments, or organized Kanban boards for visual tracking.

Document Management

Document management in our CRM allows you to upload, store, and organize critical sales documents. You can even design templates for frequently used documents such as proposals and contracts, streamlining your sales process.

Calendar Integration

Our CRM integrates seamlessly with external business calendars, like MS Office, allowing you to manage your schedule from within the system and sync all events and tasks.

Meeting Scheduler

Alongside calendar integration, our CRM includes a meeting scheduler that makes booking appointments with customers simple. Sales representatives can set up various meeting types, customize availability, and collect information through tailored questions before each meeting.

Email Integration

Our CRM features email integration, connecting with business email platforms such as Outlook. Manage your email correspondence directly within the CRM, including sending, receiving, and automating emails with features like autoresponders.

Reporting and Analytics

Robust reporting and analytics tools are built into our CRM. Benefit from both prebuilt and custom sales reports, combine them in a centralized dashboard, and inspect key metrics by period, product, region, business, team, or salesperson. Drill-down graphs offer deeper insights for informed decision-making.

Workflow Automation

Workflow automation streamlines repetitive sales and marketing tasks. By setting defined triggers—such as a new customer being added—you can automate follow-up actions like onboarding emails, saving time and improving consistency.

Proposal Management

Advanced proposal management helps you create, send, and track proposals across all prospects and opportunities. Built-in templates and customization options eliminate the need for separate proposal software.

Contract Management

Our CRM also includes contract management. Create, send, track, and sign contracts using built-in or integrated e-signature software, all within the same platform.

Marketing Automation

Beyond sales, our CRM automates marketing tasks for effective customer outreach. Use insights to personalize messaging—such as event invitations, newsletters, special offers, and product launches. Website forms can automatically capture lead and profile data, helping your sales team convert more leads.

Scalability: Growing Together

Scalability is a cornerstone of our CRM, allowing it to grow alongside your business. Whether you’re just starting out or expanding rapidly, our CRM adapts to meet evolving needs, ensuring robust customer support and operational efficiency at every stage of growth.

Enquiries

Enquiries in ERP CRM record customer requests and initial interests, serving as the first step in the sales journey. They help frontline teams capture, organize, and respond to potential business opportunities quickly.

Proposal

Proposal in ERP CRM streamlines the creation and sharing of tailored offers for customers. It helps frontline teams present professional quotations, track approvals, and speed up deal closures.

Teams

Teams in ERP CRM enable collaboration by grouping users for shared targets, leads, and opportunities. This helps frontline staff work together seamlessly, boosting productivity and sales performance.

Customer Activities

Customer Activities in ERP CRM capture every interaction, task, and engagement with clients. This gives frontline teams a complete activity history, ensuring personalized service and stronger customer relationships.

Meetings

Meetings in ERP CRM help frontline teams schedule, track, and manage customer interactions efficiently. They ensure timely follow-ups, stronger engagement, and improved relationship management.

Month wise Leads and Opportunities

Month-wise Leads and Opportunities give frontline teams a monthly breakdown of new prospects and potential deals. This enables better tracking, trend analysis, and proactive planning to boost conversions and revenue.

Month wise Opportunities

Month-wise Opportunities in ERP CRM provide a clear view of sales prospects segmented by month. This helps frontline teams track performance trends, forecast revenue, and plan actions more effectively.

Opportunities

Opportunities in ERP CRM capture potential deals and track their progress through the sales cycle. This enables frontline teams to focus on qualified prospects and maximize revenue growth.

Sales Pipeline

Sales Pipeline in ERP CRM provides a structured view of every sales opportunity, from lead generation to closure. It helps frontline teams track, prioritize, and manage deals effectively for higher conversions.

Target

Target Management in ERP CRM helps set clear sales goals for frontline teams and track their progress in real time. It ensures alignment with business objectives by monitoring achievements against defined targets.

Frequently Asked Questions

What is Leave Management?

Leave Management involves handling employee leave requests, tracking leave balances, and ensuring that leave policies are adhered to. It simplifies the process of applying for, approving, and managing various types of leave.

How can I apply for leave using the system?

To apply for leave, navigate to the Leave Management section on our platform. Select the type of leave you wish to request, fill in the necessary details, and submit your application for review.

How can I track my leave balance?

You can track your leave balance by accessing the “My Leave” section. Here, you can view your current leave balance, any pending leave requests, and historical leave data.

Activity & Calendar

Explore Our CRM