Our Goals

CRM Features & Benefits

Manage
Customer Data

Store, track, and validate customer data.

Lead
Management

Capture and track leads from various sources.

Pipeline
Management

Visualize and manage your sales pipeline.

Document
Management

Collaborate on documents with team members.

Campaign
Management

Marketing campaign to engage with customers.

Collaboration On

deals and projects

Data Interrogation

and Analysis

Workflow

Integration

Customer Interaction

Monitoring

Our Services

We Offer a Range of Services.

1
  • CRM connects all the data from your sales leads and customers, all in one place.
  • 2
  • Tailor the CRM system to match the specific needs and workflows of the agency.
  • 3
  • Facilitate internal communication among team members.
  • 1
  • Monitor key metrics such as client acquisition costs and project profitability.
  • 2
  • Store and organize important documents related to clients and projects.
  • 3
  • Efficiently manage client information in a centralized database.
  • Smart Business Solutions, Built for Any Size or Industry

    Dashboards & Analytics

    Access real-time data through dynamic dashboards and customizable reports. Track KPIs, monitor team performance, and uncover trends that matter. Turn numbers into meaningful insights to optimize strategies and accelerate business growth.

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    Lead Management

    Capture, organize, and nurture leads from multiple channels in one place. Track interactions, set follow-ups, and prioritize prospects with smart reminders. Ensure every opportunity is managed efficiently to boost conversions and sales growth.

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    Deal Management

    Manage your entire sales pipeline with ease and transparency. Track negotiations, monitor deal stages, and ensure nothing slips through the cracks. Simplify closing processes to boost efficiency and drive more successful outcomes.

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    Project Management

    Plan, assign, and track tasks, milestones, and deadlines from a centralized workspace. Collaborate efficiently, keep your team aligned, and ensure every project is delivered on time and within scope.

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    Campaign Management

    Plan, launch, and track marketing campaigns across multiple channels from one platform. Automate outreach, monitor engagement, and measure performance to maximize ROI and ensure your campaigns reach the right audience.

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    Workflow Automation

    Automate routine tasks and approvals to save time and minimize errors. Streamline processes across teams, improve consistency, and boost overall productivity by letting the system handle repetitive work.

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    Technology

    Automate workflows, unify and integrate data, and thrive in a new era of tech, powered by trusted AI.

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    Professional Services

    Increase client trust, recruit and retain the right talent, and build a vibrant work culture.

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    Our Plans

    CRM Pricing and Plans

    Free

    Rs0 / month
    • 1000
    • Task Add
    • 3
    • Deal Add
    • -----
    • -----
    • -----
    • -----
    • -----
    Try Free


    Basic

    Rs5000 / month
    • 2500
    • Task Add
    • 5
    • Deal Add
    • Project Add
    • 500
    • -----
    • -----
    • -----
    Buy Now


    Advance

    Rs10000 / month
    • 5000
    • Task Add
    • 10
    • Deal Add
    • Project Add
    • 1500
    • 1000
    • Event Add
    • -----
    Buy Now


    Professional

    Rs15000 / month
    • 10000
    • Task Add
    • 20
    • Deal Add & Lead Magnet
    • Project Add
    • 2500
    • 5000
    • Event Add
    • Reports
    Buy Now


    Overview

    Start your CRM journey with Deals Planner CRM

    DealsPlanner CRM is trusted by