MeraCRM

MeraCRM is a customer relationship management (CRM) software designed to assist businesses in managing customer interactions, streamlining processes, and enhancing customer satisfaction. According to the vendor, MeraCRM caters to businesses of all sizes, from small startups to large enterprises. It is utilized by sales and marketing teams, customer support professionals, business development experts, as well as industries such as real estate and retail.

Key Features

Work Diary: According to the vendor, MeraCRM enables users to track customer information for sales and support, set reminders, and create daily worksheets, providing a clear view of tasks and follow-ups for the day.

Quick Search: The vendor states that MeraCRM offers a comprehensive search functionality across all modules, allowing users to quickly access information by using partial name, phone number, email, tags, custom fields, or custom forms. Users can directly open relevant items from the search results.

Visiting Card Entry: MeraCRM saves users time by allowing them to enter all details from a visiting card at once. It provides a single form to create person, company, and lead.

Custom Forms and Fields: According to the vendor, MeraCRM provides the flexibility to add custom fields to store additional customer data. Users can define custom forms with multiple fields for specific data collection. The software supports various data types like text, number, yes/no, selective list, multiple options, and date.

Pipeline View: The vendor claims that MeraCRM offers a visual representation of leads or support cases in different stages, providing users with a clear overview of the sales or support pipeline. This feature aims to help users identify bottlenecks and focus on closing deals or resolving support cases.

Kundli View: MeraCRM presents all customer information in a single view, including past and future follow-ups, tags, and ribbons. According to the vendor, this feature provides insights into customer importance based on statistics.

Recursive Follow-ups: According to the vendor, MeraCRM allows users to set up recurring follow-ups for repetitive tasks. The software automatically creates follow-ups based on defined parameters and ensures that follow-ups are recreated only after completing the previous one.

Tags and Ribbons: MeraCRM enables users to categorize and organize customers by tagging them. The vendor suggests that users can utilize ribbons and different colors for easy identification, facilitating customer segmentation and effective management.

Powerful Filters and Reports: According to the vendor, MeraCRM offers robust filtering and sorting capabilities for customer data based on various criteria. The software generates customizable reports to provide in-depth analysis and insights tailored to specific business needs.

Automations: MeraCRM automates follow-ups and tasks based on predefined events, as per the vendor. This feature aims to streamline sales and support processes, saving time and improving efficiency.