Sales CRM

Jump start your Business with
our most robust CRM

sales CRM software
Sales CRM Software

Our Customer Relationship Management system that works for you straight out of the box. SHIFT CRM makes it clear where to focus your efforts so you can win the big sales. See at a glance how your Opportunities are progressing and how valuable they are. The bigger the bubble the bigger the opportunity.

We're here to help so that as your business grows you can customise the software to your exact workflow, all assisted by our in-house expert team

  • Record all your interactions and activities to maintain a full account history and timeline. Lead Management
  • Record all your interactions and activities to maintain a full account history and timeline. Lead Management
  • Automated tasks & Appointment scheduling
  • Make Calls from CRM
  • Enhance sales efficiency using automation
  • Powerful report writers for management information

Design Features

Our CRM software helps you work smarter, managing and tracking your leads and customers so you can get on with growing your business. You’ll be able to find every customer, contact and communication instantly and keep on the ball by setting tasks and appointments, so you never miss another sale

contact management
Contact Management
lead management
Lead Management
mobile CRM
Mobile CRM
sales analytics
Sales Analytics
Rreports and dashboards
Reports and Dashboards
marketing automation
Marketing Automation
opportunity management
Opportunity Management
chat bot
Chat Bots
mobile banking

CRM App

CRM Mobile app offers access to all CRM information plus the ability to input new data entry anytime and anywhere. You’ll gain access to customer information, pipeline insights, a dashboard highlighting performance metrics, a full contact list, and calendar integrations in real-time. Being able to access real-time data on-the-fly lets sales team members get out of the office and into the field, increasing response times and nurturing relationships with customers and prospects. You can even use GPS and geotagging to find out where your clients are and plug in their address for an in-person visit.

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Why Choose SHIFT CRM?

SHIFT CRM system is a powerful tool that helps businesses organize their leads so that they get to have an overview of their sales, allowing them to focus on deals that need to be prioritized. The solution is user-friendly, enabling sales teams to immediately use it right after setup.

easy to use
Easy to Use
customizable
Customizable
third party
Third Party Integration
chat bot
Chat Bots
security
Security

Want to develop a custom CRM ? It’s the right time!

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FAQ - Sales CRM Development

1. What is a Customer Relationship Management System (CRM)?

CRM software is used to manage the connection between a company and its customers. Customer Relationship Management (CRM) is an acronym for Customer Relationship Management. Visit the What is CRM page to learn more about CRM. The primary purpose of any CRM system is to boost sales by streamlining corporate operations, enhancing product and service quality, and efficiently engaging with customers (after-sales service and technical support).

CRM collects and analyzes leads, maintains customer information, takes customer complaints and offers, and gives you statistics based on all of this information, allowing you to make data-driven choices. This information is an excellent approach to enhance service quality and, as a consequence, boost revenue.

2. Who is CRM useful for?

A CRM system's strongest feature is that it may help practically every organizational unit, from sales and customer support to recruitment, marketing, and business development. External interactions can be better managed with good CRM software.

CRM benefits include storing all customer information in one place, tracking service concerns, recognizing sales possibilities, and managing marketing campaigns, to name a few.

3. What are the benefits of CRM?
  • Higher customer retention
  • Improved sales productivity
  • Improved efficiency between different departments
  • Shorter sales cycles
  • Increased profitability
  • Lower marketing costs
  • Reduction in “lost” sales leads
  • Increased customer service response times
4. What are the advantages of using a cloud-based CRM?

We have both on-premise and cloud versions of CRM. However, there are various benefits to using the cloud, including:

  • Cost-effectiveness: Unlike a hosted system, establishing, growing, and maintaining cloud infrastructure is less expensive than doing so for locally hosted servers. Therefore we can offer you a lower price.
  • Uptime and security: We work with top-tier platform suppliers that follow stringent security practices and subscribe to a Service Level Agreement that assures 24/7/365 availability and 99.99 per cent uptime.
  • Disaster recovery: Our cloud architecture is much more stable and consistent than in-house IT infrastructures. Your company may make use of a large pool of redundant IT resources as well as a quick failover mechanism - if a server fails, hosted applications and services can be simply moved to any of the other servers.
  • TPaperless/touchless experience: Because of Covid-19 and the new environment we live in, using solutions that enable you to onboard your staff remotely is invaluable. You may use SHIFT CRM to remotely onboard, train, update, run, and maintain the platform, ensuring that you and your loved ones are safe and secure.
  • More prevalent updates: Using a cloud architecture enables us to introduce new features and improve current ones with less disruption to your daily operations faster.
5. Is my data secured on the Cloud?

To ensure protection of data we are partnered with top cloud solution providers like Microsoft Azure, AWS. Backed by 99.95% availability SLA and 24×7 tech support, the platform provide highest level of resilience and security to help you meet the security needs of your business and protect your users, devices, resources, data, and applications in the cloud.

Additionally, we as a SAAS application provider take the following measures to ensure the data protection conforms to highest security standards

  1. Prevent unauthorized data access

    2. The advance data protection also helps you monitor and regulate user permissions.

  2. Regular data backups and restorations

    3. Being cloud-based, our software protects your data against theft, loss, power failures or any other potential threats by maintaining regular backups and restoration. This ensures that your data is available whenever you need it.

  3. Prevent unauthorized data access

    4. The advance data protection also helps you monitor and regulate user permissions.

  4. Timely software updates and improvements

    5. We make continuous improvements to our software to meet your changing business needs, be it by adding minor or major feature updates or even fixing security issues. Best of all, upgrades are free.

  5. Continuous monitoring of security issues

    6. With constant monitoring and reporting, our automated accounting software quickly notifies you of any potential security threats before they become a series issue. This ensures that there's no disruption to run your business.

6. I am a small business owner with 5 employees, is CRM something I can benefit from?

Absolutely, CRM will benefit any business, no matter the size. Getting the correct CRM is a huge factor towards achieving a more engaging and productive workforce.

7. How long does it take to implement a CRM system?

The duration of CRM implementation can depend on the amount of users, customizations, training and the amount of data you wish to import.

To get a more specific answer you can request a call back from one of our CRM specialists.

8. Can it be integrated with other systems?

SHIFT CRM has API that allows to integrate with third party solutions

9. What is the level of customer support do you provide?

We have a comprehensive Service Level Agreement (SLA). Our live support hours are from 8:00 AM to 6:00 PM Saturday through Thursday. We also offer one-on-one assistance with implementation and training

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Tell us about your Project!

Shift Infotech nurtures new ideas and converts into innovative solutions.

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Tell us about your Project!

Shift Infotech nurtures new ideas and converts into innovative solutions.

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