CREST CRM

CREST CRM is a fully integrated customer relationship management software designed to help businesses grow by improving their sales process and increasing staff productivity. The software comes with various features that enable the user to manage leads, opportunities, contacts, and activities effectively. With lead management being a key feature of CREST CRM, the sales team can easily capture complete lead information such as organization name, contact name, industry classification, category, source, priority, and status.

The software allows for assigning leads to specific sales representatives along with lead-specific notes and documents. Opportunity and deal management make it possible to create one or more opportunities against any particular lead while recording all necessary attributes for effective tracking. Contact management makes it easy for sales reps to capture all contact details about a given lead and send real-time marketing communications. Moreover, CREST CRM offers user-configurable dashboards built on opportunity and leads data sets coupled with inbuilt reports that provide views across multiple dimensions making data analysis effortless.