Sigzen Technologies Pvt. Ltd.


CRM Software for Better Customer Interaction

Efficiently Manage Your Sales From Lead To Closure With CRM

Welcome to Sigzen Technologies, a hub of innovation where customer relationships take center stage. Our ERPNext CRM Modules have been meticulously designed to redefine how you connect with your customers, amplify your sales strategies, and set the stage for unparalleled success. Let’s explore the foundational pillars that empower our CRM solution.

CRM Software for Better Customer Interaction

  • Easily expandable Sales Management CRM
  • CRM is designed for sales, marketing, and customer service
  • Optimizing customer lifecycle and managing growth efficiently
  • A fully customizable ERP solution

Transform the Consumer Experience through a Customer Relationship Manager (CRM) to digitize interactions

A combination of ERP and CRM systems is essential for efficient business operations and revenue optimization. Tridots Tech offers a comprehensive solution that enables seamless data collection, storage, and management, facilitating your business processes.

Lead Generation and Management

Automatically assign leads to relevant sales agents.Monitor lead sources for effective marketing strategies. Managing leads effectively is the first step towards a successful sale. The CRM module lets you capture and categorize leads, enabling you to prioritize your outreach efforts. This helps you focus on potential opportunities that align with your business goals. Sigzen Technologies understands that leads are the lifeblood of any business. ERPNext CRM offers a powerful lead generation and management solution designed to help you capture, nurture, and convert leads into loyal customers.

Territory, Group, Contact and Prospects

To enhance CRM operations, ERPNext provides masters like Territory, Customer Group, Contact, Prospect, Sales Person, and Sales Stage. These tools enable you to organize, categorize, and segment your data for more targeted and personalized outreach. ERPNext’s CRM empowers you to take control of your customer relationships. Organize your contacts, prospects, and leads effortlessly, and optimize territory management to target the right audience. Making it easier than ever to nurture and convert prospects into loyal customers.

Sales Tracking

The CRM module in ERPNext offers a comprehensive sales pipeline view that allows you to track your sales process from start to finish. This visual representation enables your team to monitor each stage of a potential deal  from lead identification and opportunity creation to successful closure. Monitor the progress of deals from their inception to closure, all within a single, intuitive platform. Real-time insights into your sales activities empower your team to make data-driven decisions and close deals faster.

Task and Activity Tracking

Converting leads into opportunities is where the real action begins. ERPNext’s CRM enables you to create and manage opportunities seamlessly. Each opportunity can be tracked through various stages, providing a clear overview of progress and helping you allocate resources strategically. Assign tasks, set deadlines, and monitor progress effortlessly. Whether it’s following up on leads, managing customer interactions, or tracking project milestones.


Contract Management

Managing contracts can be complex, but with ERPNext, you can centralize contract records. From negotiation to finalization, the CRM module allows you to track contract terms, obligations, and renewals, ensuring that no important detail goes unnoticed. With features like automated contract generation and version control, you can manage contracts with confidence, ensuring compliance and minimizing risks. Our user friendly contract management tools help you streamline workflows, reduce errors, and enhance collaboration between teams.

Appointment Scheduling

Efficient appointment scheduling is vital for maintaining a productive sales cycle. ERPNext’s CRM lets you manage appointments, set reminders, and avoid scheduling conflicts. This ensures that your team maximizes their interactions with leads and customers. Effortlessly schedule appointments and meetings with clients and team members using  ERPNext’s CRM. Our intuitive scheduling tools make it easy to coordinate and manage appointments, reducing scheduling conflicts and enhancing overall efficiency with Sigzen Technologies.

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Customer Engagement

Delivering exceptional customer experiences is at the heart of CRM. ERPNext helps you manage customer interactions, maintain communication histories, and provide personalized services. This fosters trust and loyalty, enhancing your long-term customer relationships. Leverage personalized interactions, track customer interactions, and tailor your communication to each customer’s needs. With Sigzen Technologies, you can foster lasting connections that drive customer loyalty and growth.

Email Communications

Staying top-of-mind with your audience is crucial. The CRM module enables you to send newsletters and updates directly from the system. This integrated approach streamlines your communication efforts and helps you engage with your contacts more effectively. Integration with your CRM means you can access customer information and communication history at your fingertips, enhancing your ability to provide exceptional service and support.


Social Media Integration

ERPNext’s CRM module extends beyond individual interactions. It allows you to plan and execute marketing campaigns seamlessly. From email campaigns to social media posts, you can track the effectiveness of each campaign and refine your strategies. Expand your brand’s reach and engagement by integrating social media into your CRM strategy with Sigzen Technologies and  ERPNext’s CRM. Connect with your audience on multiple platforms, monitor social media conversations, and analyze customer sentiment.

Reports for Informed Decisions

Informed decisions drive success. ERPNext’s CRM offers a range of reports, including Lead Details, Sales Pipeline Analytics, Opportunity Summary by Sales Stage, Sales Funnel, Prospects Engaged But Not Converted, and First Response Time for Opportunity. These insights empower you to refine your approach and make data backed choices. Generate customized reports that offer a clear view of your business performance, sales trends, customer behavior, and more.