At NewRise Technosys Pvt. Ltd., we offer advanced CRM (Customer Relationship Management) software that empowers businesses to manage their customer interactions, sales processes, and marketing campaigns efficiently. Our CRM solutions are designed to enhance customer relationships, boost sales, and drive business growth by centralizing all key customer data. Here’s what makes our CRM software stand out:

• Centralized Customer Database: Store and manage all customer information in one place, including contact details, communication history, and purchase behavior.
• Sales Pipeline Management: Track leads, manage opportunities, and monitor every stage of the sales process to maximize conversions and improve sales forecasting.
• Automated Lead Management: Automatically capture and assign leads to the right salespeople, ensuring timely follow-up and increased lead conversion rates.
• Customer Segmentation: Segment customers based on their behavior, preferences, or demographics to create targeted marketing campaigns and personalized experiences.
• Email Marketing Integration: Design, send, and track email marketing campaigns directly within the CRM, with tools for automated follow-ups and lead nurturing.
• Task and Activity Management: Assign tasks, set reminders, and manage daily activities to keep your sales and support teams organized and productive.
• Customer Support and Ticketing: Efficiently manage customer queries and complaints with a built-in ticketing system, ensuring quick resolution and customer satisfaction.
• Analytics and Reporting: Generate comprehensive reports on sales performance, customer behavior, and marketing ROI, providing valuable insights for strategic decision-making.
• Automation of Routine Tasks: Automate repetitive tasks like follow-up emails, reminders, and data entry, freeing up time for your team to focus on high-value activities.
• Mobile CRM Access: Manage customer relationships on the go with mobile access, allowing your team to stay connected and responsive from anywhere.
• Integration with Third-Party Tools: Seamlessly integrate the CRM with other business tools, such as ERP, accounting software, or social media platforms, for a unified workflow.
• Customizable Dashboards and Features: Tailor the CRM to your specific business needs with customizable features, dashboards, and workflows to match your unique processes.
• Multi-Language and Multi-Currency Support: Perfect for businesses with global operations, our CRM supports multiple languages and currencies for diverse markets.
• Cloud-Based Solution: Access your CRM software anytime, anywhere, with real-time data synchronization and secure cloud storage.
• Data Security and Privacy: Protect sensitive customer information with advanced security protocols, including encryption and role-based access control.

With NewRise Technosys Pvt. Ltd., our CRM software enables you to build stronger customer relationships, streamline sales processes, and achieve business growth through data-driven insights and automation.

Application Features

Leads

List View : View and manage a list of leads.
Create new leads easily.
Switch between list and grid view for a different perspective.
View Details : Pipeline and Stage Details.
Deal creation date and price.
Task Details: Number of tasks, products, sources, and files.
Users and Products List.
Sources and Emails List.
Discussions and Notes.
Attach and manage files.
List and manage calls.
Activity column displaying all deal-related activities.

Form Builder

List of Forms : View and manage existing forms.
Build new forms as needed for efficient data collection.

Contracts

List View : View and manage a list of contracts. Grid view available for better organization.
View Details : General Details: Attachments, comments, notes, contract details, and description.
Contract Attachments and Comments.
Notes related to the contract.

CRM System Settings

Pipeline : Create and manage pipelines for organizing and tracking leads and deals.
Lead Stages : Create custom lead stages for effective sales and marketing management.
Deal Stages : Create custom deal stages for streamlined sales and marketing processes.

CRM System

Sources : Manage and create new sources for lead and deal tracking.
Labels : Create labels to categorize and tag leads and deals.
Contract Types : Create and manage different types of contracts for better organization.

The CRM System in Easy office ERP offers a user-friendly platform to manage leads, deals, forms, contracts, and system settings. It provides a structured approach to customer relationship management, helping businesses streamline their sales, marketing, and contract processes efficiently.

Biometric Attendance Module.

To use the Biometric Attendance system, you must have a ZKTeco machine and API support via the ZKBioTime API. The setup involves three main steps: First, the super admin must add the Biometric Attendance add-on by navigating to the “add-on manager,” clicking the “+” button, and attaching the ZIP file for the addon. Once installed, the module must be enabled for other users to purchase. Second, company admins can purchase the add-on by going to the “subscription plan” page, selecting the “usage plan,” and buying the Biometric Attendance addon. Third, after purchasing, the admin can access the module by navigating to the sidebar and selecting the biometric attendance module, which includes two pages: one for tracking punch-in and punch-out times of employees and another for system setup. In the setup page, admins need to add the ZKTeco URL, username, and password, then click the generate token button to obtain the auth token. This streamlined process ensures efficient use of the Biometric Attendance Module.