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Customer Relationship Management

Relationship Management (CRM) Solutions

CRM Implementation Services

Infotech is a Custom CRM Software Development Company equipped with backend industry acumen to analyze your business and help you choose and implement the CRM that best fits your business plans and objectives. We have extensive experience installing and migrating industry leading CRM platforms including Salesforce, Microsoft Dynamics, Zoho, SugarCRM, OrangeCRM, Siebel and more.


Explore Our Impact

Infotech’s CRM solutions are purpose-built to remove workarounds. Explore our customer success stories, videos, and upcoming events to learn more.

Infotech ERP offered the best out-of-the-box functionality to meet our business needs. We were able to implement the solution without the need for additional IT resources or costly customizations.

Make your company’s marketing & sales

Infotech‘s Customer Relationship Management (CRM) module includes two components:

  • Marketing automation for managing marketing efforts and pipelines.
  • Sales Force Automation (SFA) for managing sales reps and channels.

Infotech gives users the benefit of full customer lifecycle management, from generating leads to recording a price quote and sales order, shipping the order, receiving payment, and handling service calls and repeat orders.

Additional customer management software tools allow you to track sales performance and order management, and provide a whole suite of customer-related information – financial, logistical and operational – with the ability to drill down directly to the Infotech entities from which the data is derived.

Main features include

Lead Management

Customer management system tools qualify leads, assign by region and qualification to the right sales reps, and keep track of progress using our built-in Business Process Management (BPM) tool.

Opportunity Management

Use Infotech BPM to track timelines, follow up on all opportunity-related tasks and ensure compliance with your approved opportunity management policies (proposal authorizations, etc.).

Account Management

With Infotech‘s client management software, you’ll get a holistic view of the customer, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging – all consolidated within a single work area.

Sales & Order Targets

Advanced sales management software, Infotech helps you create a hierarchy of targets for sales reps, rolling up through the region level and above.

Target & Forecast Analysis

Slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other dimensions. Roll up data to generate aggregates across any dimension (product, region, sales team and more), or drill down for the details that make up the aggregates.

Marketing campaigns

Creation, management and measurement of marketing campaigns to selected market segments.

Reporting and Charting Tools

Create and customize dashboards, reports and charts using Priority‘s built-in Wizards and Standard Operating Procedures (SOP). Configure your home page with preferred dashboards to fit your job role and responsibilities. Exceptions can be clearly displayed.

Field Sales App

Includes Van Sale, Pre Sale and CRM solutions for effective management of field sale processes : iOS & Android

Price Quotes

  • Display product catalog incl. images.
  • Update quotes and easily convert them into orders.


  • Display product catalog incl. images.
  • Quickly process orders.
  • Bill customers and manage received payment.
  • Access up-to-date customer credit data.
  • View customer ledger and aging data and make informed decisions.


  • Manage general tasks and/or tasks for customers, on-the-go.
  • Report progress on tasks and projects, meetings, etc.


  • Manage contract review checklists.
  • Access and conduct customer satisfaction surveys.


  • On-site return of goods: requests, authorization and execution.

Shipping Documents and Invoices

  • Full management of sales rep’s inventory.
  • Printouts of documents and invoices on-the-go.

Scheduling and Tracking Visits

  • Schedule visits with reps and customers.
  • Report results of visits within the schedule.
  • Track planned vs actual meetings.

Target Management

  • Set monthly targets for reps/customers.
  • Evaluate targets based on orders or invoices

Reports (for reps and managers)

  • Integration of custom-designed customer reports
  • Full support of customer business processes (BPM)

Support of Custom Printouts

  • A printing program can be defined for each document from a selection of formats.
  • Customers can run both standard reports and their own custom reports.
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