Name: LightECrm
Author: Neo Digital Pvt. Ltd.

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Beta Testing

Performance Testing

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Online Notary

Enterprise

Accounting

Accounts Receivable

Crypto Tax

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Cloud Storage

Custom Software Development Services

Data Deduplication

Data Science

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Intranet

Migration

Network Performance Monitoring

Open-Source Database

SaaS Management

Service Virtualization

Time Series Databases

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Banking

Digital Forensics

Equation Editors

Geographic Information

Hospital Management

Insurance Agency Management

Insurance Claims Management

Intelligent Document Processing

Medical Office EMR & EHR

Physical Therapy

Veterinary

Vertical-Specific

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LightECrm, developed by Neo Digital Pvt. Ltd., is a CRM solution designed to streamline company relationships and interactions, aiming to improve efficiency, increase sales, and enhance customer satisfaction. This software solution is targeted at small to medium-sized businesses and is utilized by various professions and industries, including sales teams, customer service teams, marketing teams, e-commerce businesses, and the travel and hospitality industry.

## Key Features

**Detail Reports**: According to the vendor, LightECrm provides insights into company interactions, identifies sales and customer service trends, and assesses team performance.

**Analytical Dashboard**: The vendor claims that LightECrm offers a centralized hub for tracking key performance indicators, sales, business opportunities, and overall performance, providing real-time insights for informed decision-making.

**SMS and Email Integration**: LightECrm reportedly allows seamless communication with clients through automatic reminders, push notifications, and integrated messaging, eliminating the need to switch modes.

**In-built Calendar**: The vendor states that LightECrm includes a calendar for planning demos, calls, and sales-related activities, keeping users up-to-date with tasks and events, and enabling them to check colleagues' availability.

**Lead Management**: LightECrm is said to help users stay organized and informed about each lead, understand which tactics bring the best leads, and convert leads more efficiently.

**Lead Conversion**: According to the vendor, LightECrm tracks and manages interim processes, identifies leads with high potential, and enhances the quality of interactions to improve lead conversion.

**Connect with your customers**: LightECrm reportedly allows users to engage with customers through multiple channels, centralize information for meaningful conversations, and empower sales teams with contextual interactions.

**Create Tasks and Notes**: The vendor claims that LightECrm helps users structure everyday tasks for increased efficiency, provides a centralized view for managing tasks, and keeps teams organized and on track.

**SMS Campaign & Templates**: LightECrm is said to enable the building of robust SMS campaigns, ensuring messages are sent to the right prospects at the right times, and conveniently reaching prospective leads and customers.

**Automate and Enhance Sales**: According to the vendor, LightECrm provides a comprehensive view of customer interactions and preferences, helps identify gaps in sales processes to improve conversion rates, and automates sales tasks for increased efficiency.

LightECRM is a CRM from Neo Digital headquartered in Nepal, used to connect with customers through multiple channels, all while centralizing information that empowers sales teams to have contextual, meaningful conversations with prospects. Users can view and manage tasks from the CRM dashboard and view outstanding tasks across the sales team.

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Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

LightECrm

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Neo Digital Pvt. Ltd.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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LightECrm

Overview

What is LightECrm?