CRM – Customer Relationship Management – Nextgen

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CRM – Customer Relationship Management

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CRM – Customer Relationship Management System

CRM centralizes customer data; optimizing interactions, sales processes, and service quality.

Key functions

Single customer database
Interaction/communication history
Sales pipeline management
Task and meeting scheduling
Automatic notifications
Sales/marketing/service reports

Core modules

Customer Profiles: Individual/corporate, touchpoints, documents
Interaction Tracking: Call, email, meeting log
Pipeline & Stages: From lead to contract; probability tracking
Task & Calendar: Team tasks, synchronization
Automation: Trigger-based email/SMS/scenarios
Report & Analytics: Volume, conversion, team performance