CRM is a software solution that brings a host of capabilities together to streamline business processes, improve profitability, and nurture relations with your customers.

What is the importance of CRM?

A CRM system gives everyone from sales, customer service, business development, marketing, or any other business line- a better way to manage the external interactions and relationships that drive success.

CRM fails due to lack of a clear vision, poor planning, lack of user adoption, insufficiency of training, over complication, absence of measurable objectives, and no executive buy-in.

Who can be a part of CRM?

Businesses with sales, marketing & service teams, firms that create quotations and send invoices, organizations that are customer-centric, and companies that vision to increase revenue and efficiency.

What are the benefits of the CRM for SME?

Small-Medium Enterprises can use CRM to acquire new customers while retaining the old ones, growing your sales team, boosting business revenue, and enhancing accountability.

Which industries can benefit from CRM?

CRM can cater to multiple industries right from pharma machinery, manufacturing, consultant firms, event-marketing, chemical, financial and lab analytical, etc.

Why choose CRM if already have ERP?

CRM offers focused capabilities to handle your marketing and customer management. You get real-time data to personalize customer interactions and enrich customer engagement with intelligent analytics

What are the benefits of cloud-based CRM?

Cloud-based CRMs provide a centralized database system for your customer data, give instant access and visibility of your sales funnel, reduces installation complexity and costs, support multiple devices, and assures high security and data protection.

How to evaluate whether you need CRM?

You need a CRM if your company sales data is scattered in spreadsheets, your sales team takes hours in preparing for review meetings, you still maintain a stack of files for service & installation reports, and most importantly in spite of receiving a lot of inquiries the business conversion ratio is low.

What other software do you need to integrate with a CRM system?

It’s not necessary to have any other softwares for integration. But, if your current ecosystem has any ERP like SAP, ERPNext, or any marketing tool like mailchimp, survey monkey; edge CRM can integrate with them easily. edge CRM has off the shelf integration available with major leading tools in Marketing, CTI, communication or productivity areas.

What are the USPs of edge CRM?

edge CRM is specifically designed for salespeople keeping in mind their pain areas and struggles and is a continual assistant to them to ease their everyday dealings and let them focus on their customers more.

What extra services does CRM provide?

Edge CRM provides in-depth training and round the clock support to its users. Call us anytime and we assure you all the assistance required.

edge CRM has a robust security framework that has multiple levels of role-based user access, allows hosting on a preferred cloud service with full data rights, and assures regular backups and security tests.

Sales,
Just got more easier!

65% of the CRM initiatives failed due to the complexity of the CRM application. So, our Sales Scientists have innovated a simplified solution.

See Yourself

- Safe & Secure CRM

Be assured of your data’s safety

Your data is our responsibility. edge CRM is committed to keeping your data safe and secure. Our AI-driven system guarantees absolute privacy by participating in third-party vulnerability scanning and penetration tests.

edge CRM encrypts your data both in transit and at rest. Our access matrix ensures that employee and vendor access to all the customer data is highly regulated.

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- Performance Monitoring

Monitor your sales team’s performance

edge CRM’s intuitive dashboard enables the management to monitor their sales team's performance and overall growth. With a personalized dashboard, you’ll get a holistic view of every aspect of your business.

Our AI-driven intelligent system enables designing a comprehensive report using graphs, charts, and other visual references. Making business reports just got simpler.

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- Smart PDF builder

AI-driven process at your disposal

Time is money. Hence, we don't want you to waste this precious entity. With edge CRM’s AI-driven assistance, your life gets hassle-free. Our mobile compatible tool helps salespeople draft a proposal or create a quotation within a few clicks.

edge CRM’s Smart PDF Builder can help the creation of proposals, proforma invoices, bills, and more in customized template designs. Life made simpler.

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- Smart Pipeline

All your leads at one place

Never lose track of any business leads for your organization. With edge CRM’s Robo-driven assistance, all your leads get caught into the fishnet.

Predicting and preventing losses becomes simpler as you can trace untouched prospects, upcoming deals, and closing possibilities methodically.

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- edge Stream

Stay connected to all your colleagues

Celebrate with your fellow colleagues, get your doubts cleared, improve the engagement in your organization with edge Stream.

Your organization’s own social media platform.

Explore more

- Safe & Secure CRM

Be assured of your data’s safety

edge CRM encrypts your data both in transit and at rest. Our access matrix ensures that employee and vendor access to all the customer data is highly regulated.

Explore more

- Performance Monitoring

Monitor your sales team’s performance

Our AI-driven intelligent system enables designing a comprehensive report using graphs, charts, and other visual references. Making business reports just got simpler.

Explore more

- Smart PDF builder

AI-driven process at your disposal

edge CRM’s Smart PDF Builder can help the creation of proposals, proforma invoices, bills, and more in customized template designs. Life made simpler.

Explore more

- Smart Pipeline

All your leads at one place

Never lose track of any business leads for your organization. With edge CRM’s Robo-driven assistance, all your leads get caught into the fishnet.

Predicting and preventing losses becomes simpler as you can trace untouched prospects, upcoming deals, and closing possibilities methodically.

Explore more

- edge Stream

Stay connected to all your colleagues

Celebrate with your fellow colleagues, get your doubts cleared, improve the engagement in your organization with edge Stream.

Your organization’s own social media platform.

Explore more

Customer’s Stories

How edge CRM gave our clients an edge

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Integrate Anything. Anytime.

From Gmail to Zoom to Slack, edge CRM integrates everything seamlessly and makes your sales processes streamlined.

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Building trust with the most stringent data security measures in place

CRM 101

CRM stands for “Customer Relationship Management” and refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining and acquiring customers.

The best thing about a CRM is that it can be used by anyone. From sales & marketing to customer services & recruiting to business development, a CRM can be useful for every major organization.

Cost-effective: Automated and regulated business processes allow you to reduce operational costs by decreasing the number of routine operations, which your employees were initially to perform manually.

Improved performance: Using a CRM system, it is possible to make relationships with customers the first priority for your company, which allows for paying more attention to the level of the provided service and customer satisfaction rate.

Increased Sales: Using a CRM, no lead goes unnoticed. So more chances of converting leads into prospective clients. Ultimately leading to more business and growth.

Increases customer loyalty: Complete information on each client will enable marketing, sales, and service agents to deliver a truly personalized customer experience, which leads to increased customer loyalty and more sales.

Your data is safe with us. Our ingenious CRM keeps your data secure on the cloud. We assure your data is safe from all types of security attacks.

There are two types of CRMs: on-premise CRM and Cloud-based CRM. With on-premise CRM, a company needs to purchase the licenses beforehand. Considering that the software is located on the company’s servers, on-premise CRM is a good choice for organizations with a strict security policy, but in such a case, the implementation process takes more time and IT resources.

A cloud-based CRM, as the name suggests, stores data on the vendor’s servers. In this case, the users have full access to the database all the time wherever they are, and, most importantly, the vendor takes all the responsibility for the seamless operation of the system and provides all the necessary system updates and support.

A CRM can make any salesperson’s life easy. If you choose the right vendor, the processes of CRM implementation and customization will run smoothly, not making you waste too much time and effort. Take advantage of industry best practices, as a CRM system with its business processes automation capabilities, will help you meet and beat sales quotas while increasing customer loyalty and simplifying administrative routines.