Teknovate CRM

Additional features

Auto Create Leads From Source

Automatically captures leads from various sources and enters them into the CRM. This eliminates manual data entry and ensures all leads are recorded.

WhatsApp, Email, and SMS Integration

Allows communication with leads and customers via WhatsApp, email, and SMS directly from the CRM. This centralizes communication efforts.

Customized Lead Pipeline

Enables the creation of a sales pipeline tailored to specific business processes. This provides a visual representation of the lead journey.

Manage Multiple Sales Teams

Allows for the management of different sales teams within the CRM. This facilitates organization and team-specific tracking.

Activity Reminder Popup Notification

Provides on-screen reminders for scheduled activities. This helps salespeople stay on track with their tasks.

Owner Analysis Dashboard

Offers a dashboard to analyze the performance and activities of lead owners. This provides insights into individual salesperson effectiveness in lead management.

User Permission & Roles Management

Allows administrators to define different levels of access and roles for users. This ensures data security and controlled access to features.

Sales Management Solution

Create Quotation, Proforma Invoice & Tax Invoice

Enables the generation of various sales documents directly within the CRM. This streamlines the quoting and invoicing process.

Track each quote with different stages

Allows monitoring the progress of each quotation through various defined stages. This provides visibility into the status of potential deals.

Create/Import Product Master

Enables the creation and importing of a database of products. This centralizes product information for quoting and invoicing.

Sales Target Tracking

Allows setting and monitoring sales targets for individuals or teams. This helps in measuring performance against goals.

Commission Management

Facilitates the calculation and management of sales commissions. This simplifies the process of rewarding sales performance.

Live to track of salesperson's daily sales activities

Provides a real-time view of the daily activities of salespeople. This offers insights into their engagement and efforts.

Live Sales Dashboard

Presents a real-time overview of key sales metrics and performance indicators. This allows for immediate understanding of sales trends.

Marketing Automation Solution

Auto sends WhatsApp, Email, and SMS to the Lead/Customers on each stage change of the lead journey, from Lead Creation in CRM to sales won/lost

Automatically triggers communication via WhatsApp, email, and SMS based on changes in a lead's status throughout the entire sales cycle. This ensures consistent and timely engagement.

Create multiple customized & Unique templates for WhatsApp / E-Mail & SMS which will be auto send to the customer on each status change of his sales journey

Allows the creation of personalized message templates for different stages of the sales process, which are automatically sent to customers upon status updates. This enables tailored communication.

Create multiple customized & Unique templates for WhatsApp / E-Mail & SMS which will be auto send to the customer on each stage change of his leadership journey

(Note: This seems to be a repetition or slight variation of the previous feature, likely referring to the lead nurturing process). It allows for creating and automatically sending customized messages based on changes in the lead's progress.

Mobile CRM Software

Use CRM from anywhere

Provides access to CRM functionalities on mobile devices. This allows for managing sales activities remotely.

Activity POP-UP reminder

Displays reminders for scheduled tasks on mobile devices. This ensures timely follow-ups even when on the move.

Do the Call, WhatsApp, Email & SMS in single clicks

Enables initiating calls, WhatsApp messages, emails, and SMS directly from the mobile app with a single tap. This streamlines communication.

Live Tracking of field salesperson by GPS

Tracks the real-time location of field sales representatives using GPS. This aids in monitoring and managing field activities.

Advance Reporting

Powerful Dynamic Reports Builder

Allows users to create custom reports based on various data points. This enables in-depth analysis of sales data.

Live Dashboard to track each sales activity

Provides a real-time dashboard to monitor all ongoing sales activities. This offers immediate visibility into the sales process.

Sales person wise activity dashboard

Displays a dashboard showing the individual activities of each salesperson. This helps in evaluating individual performance.

Sales person wise sales report

Generates reports on the sales performance of individual salespeople. This allows for tracking individual contributions.

Product-wise sales report

Provides reports on sales performance based on different products. This helps in understanding product popularity and sales trends.

Area-wise sales report

Generates reports on sales performance across different geographical areas. This aids in understanding regional market performance.

Target v/s Achieved Report

Compares actual sales achievements against set targets. This helps in evaluating progress towards goals.

Lead Loss reason-wise analysis report

Analyzes the reasons why leads are lost. This provides valuable insights for improving sales strategies.