Friendly UI
A user-centric design to ensure you get your data quickly. Clean and spaced out design to offer you a great experience using the CRM.
Why UdaanCRM
UdaanCRM is self & Cloud hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses.
- With its clean and modern design, UdaanCRM
- Can help you look more professional to your customers
- Help improve business performance at the same time.
CRMs need to focus on customers and UdaanCRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Clients
Self Hosted
User
Hard Workers
Feature
Managing customers is important and UdaanCRM helps in several ways
Goals Tracking
Use the goal tracking feature to keep sales goals in mind. Ability to notify staff member about failure or success.
Invoices
Build professional and great looking invoice. Attach files and send to directly to your customer including pdf format and Html.link also using payment gateway like razorpay, paypal,payumoney etc.
Quotations
Create good looking quotation in your format and impress your potential client. Also customer accept quotation with signature online.
Payment
Record and recieve payments in different currency.Auto genreated pdf sent to customer, Ability to add partial payment to invoices is available.
Lead Management
Keep track of leads in one place and easily follow their progress. Ability to import lead from website ,add notes,Create proposal,attach files. Organize you lead in stage and change stage easily with drag and drop.
Calender
Have Clear view of all company events upcoming invoice payments,contracts expiration,task finish date,Reminders.You all never miss anything from the Calender
Customer Field
You can add customer fields on pdf for invoice ,payment,Quotations, and many important features. Configure to fit your business. Ability to show in customer portal or report table
Task
Assign task to multiple staff members , add followers, attach files, lets you comment on task, Upload files..
knowledge Base
Create knowledge base articles and blogs organize them in groups.Help you customer and build trust.
Contract & AMC
Use contract feature to lock in current and future sales . Easily maintaning Annual Maintainance and subscription date with filter.
Client Area
The Client area is fully separeted from the admin area.Each client has their own portal where they can keep track own financial report and Support desk..
Support System
Greate support system that helps your track and resolve issue quickly with Ability to auto open ticket from email, insert knowledge base link, add pre-define reply.
Testimonials
This is by far the best CRM i have ever tried. I can simpley modify with its user friendly cutomization to match with my business.
Rajiv Chourasia
Ceo & Founder
Abolute brillient look and feel, the fuctionally work. and fullfill my requirement.I like quotaiton feature so easily make within 1 minuts.
Ritesh Singh
Founder
I am computer hardware vendor i am using this crm from last 2 year, so i like client portal and invoice cum payment gateway. Today i am not having tension about payment.