CRM – Customer Relationship Management by CleverlyWork – A complete course to business success – Features
CleverlyWork CRM improves the business relationships and retains your customers. It takes care of your contract from the start date to its closure keeping you connected to customers, streamline processes, and improve profitability.

 CUSTOMER RELATIONSHIP  management (crm)

Whаt is crm?

Customer relationship management (CRM) is a business strategy that optimizes revenue and profitability while promoting customer satisfaction and loyalty. CRM technologies enable strategy, and identify and manage customer relationships, in person or virtually. 

The goal is to improve customer service relationships and assist in customer retention and drive sales growth.

This is a system that helps business owners easily track all communications and nurture relationships with clients. The CRM replaces the multitude of spreadsheets, and data, that many businesses patch together to track client data and take decisions.

It is an approach that helps businesses improve existing customer relationships and acquire new customers faster.

CleverlyWork CRM is a technology for managing all your company’s relationships and interactions with customers and potential customers.

crm aPPLICATION is usеful fоr?

CRM sоftwаrе is usеful fоr trаcking Lead Status in your sales funnel. It helps you to evaluate the deal and stages involved in its progress. Lеt’s lооk fоr а fеw еxаmplеs whеrе CRM is tо bе usеd.

All the organizations engaged in Sales activity whether manufacturing or service industry, Trading hubs, Service Agencies will get immense benefit from CRM. Please take a note, wherever there is customer their relations and their requirements should be progressed through proper Sales Funnel to achieve successful deal closure, there comes CRM very effective and handy.

Sоlutiоn fоr CRM

ClеvеrlyWоrk has made а CRM system more user-friendly, аdvаncеd, and еfficiеnt to use, even with the help of your mobile.

A CRM solution helps you focus on your organization’s relationships with individual people including customers, service users, colleagues, or suppliers throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

CleverlyWork CRM is easy to use and simplifies the process by just the drag and drop option. 


Features of Customer Relationship Management

  1. Contact management

Stores contact information such as names, addresses, and social media accounts in a searchable database. This allows you to segment and organizes contacts, gathering crucial customer data for use in marketing projects. Not only names and addresses may be included but also contact social media accounts.

  1. Email integration

Integrate with email such as Gmail etc., allowing for management and segmentation of contact lists, as well as a centralized hub for internal cross-collaboration. Key considerations: Think about how your team primarily communicates.

  1. Document management 

Document management is a great CRM feature if you have a large team involved in your marketing and sales funnel. A centralized hub for important documentation can go a long way toward ensuring all team members are in the know and promotes a smooth, consistent experience for your customers.

  1. Interaction tracking

Add notes and track interaction history to document conversations with specific contacts.

As you compare shortlisted solutions, think about how many times a prospect will change hands as they move through your sales funnel. You want to choose a CRM platform that allows all necessary parties to collaborate.

  1. Sales automation

You need to be able to automate the sales process, take control of outgoing calls and follow-ups, and data organization for effective campaign planning. This frees up more employee time as many manual tasks will become part of the CRM automatic process.

Customer Discovery

CRM identifies new potential customers suitable to Business Growth

Sales Growth

CRM promotes Sales Growth directly or indirectly by properly organizing Sales & Marketing Function.

Business Forecast

CRM Forecasts future growth and its scope to get the organization well prepared.

Productivity & Efficiency

CRM enhnces prouctivity and efficiency by organically promoting functional output every segment.

Advantages of Customer Relationship Management


The advantages of a customer relationship management system extend beyond running a business and its closely related relationships. Ideally, a CRM system should help your business improve its relationship with existing customers, find new customers, and win back former customers. This system is integrated into a software system that facilitates the collection, organization, and management of the customer’s information. The great benefit of the CleverlyWork customer relationship management system is its simplicity.

  1. Facilitates discovery of new customers-

CRM systems are useful in identifying potential customers. They keep track of the profiles of the existing clientele and can use them to determine the people to target for maximum clientage returns. New customers are an indication of future growth.

  1. Increased sales-

A CRM tool can help you streamline your sales process, build a sales pipeline, automate key tasks and analyse all of your sales data in one centralized place, potentially increasing sales and productivity.

  1. Helps the sales team in closing deals faster 

A CRM system helps in closing faster deals by facilitating quicker and more efficient responses to customer leads and information. Customers get more convinced to turn their inquiries into purchases once they are responded to promptly. Organizations that have successfully implemented a CRM system have observed a drastic decrease in turnaround time.

  1. Higher productivity and efficiency

CRM software uses marketing automation technology, which expedites menial tasks like drip campaigns and frees up your employees’ time to focus on work only humans can handle, like creating content.

It can also ensure that no tasks slip through the cracks. Additionally, a CRM can show you a dashboard of how your business processes are working and where your workflows could improve.

  1. More accurate sales forecasting

With any business operation, you need to be able to review your past performance and strategically plan for the future. Using the automated sales reports in CRM software, you can identify key trends and get an idea of what to expect from your future sales cycle performance, while adjusting your goals and metrics to suit those projections.

  1. Simplifies the sales and marketing processes 

A CRM system facilitates the development of better and more effective communication channels. Technological integrations like websites and interactive voice response systems can make work easier for the sales representatives as well as the organization. Consequently, businesses with a CRM have a chance to provide their customers with various ways of communication. Such strategies ensure appropriate delivery of communication and quick responses to inquiries and feedback from customers.



In short CleverlyWork CRM improves the business relationship and retains your customers. It takes care of your contract from the start date to its closure. The CleverlyWork CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

CleverlyWork also helps pre-build a demo on a portal for your business or build a business from scratch. CleverlyWork helps build confidence and expand your imagination and ideas for your growth.

If you decide to outsource the development of your CleverlyWork customer relationship management system or need to introduce improvements to your existing product, contact


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