State Of The Art Marketing CRM

Track leads, close opportunities
and get accurate forecasts.

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Customer relationship management is a vital part of any business nowadays where companies are trying new marketing methodologies and promotions to bring in more and more customers. The customer relationship management tools in the companies will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, these customer relationship management tools have become integral parts of many businesses where most of their business opportunities are sourced from it. Sota CRM, a dedicated management module, offers you the intuitive management of the customer relationships operations of your company.

Attractive CRM Dashboard

Use of visual & configuration tools for operational readiness

 Viewable in Kanban, lists, graph, activity, pivot & more

 Custom stages on leads

 Direct activity scheduling 

Real-time Overview

Reporting on CRM provides a complete operational overview

 Dedicated reports on pipeline, leads, & activities

 Custom and default filtering group by options

 Eye-catching reports with rightful insight

Well-defined activity scheduler

You will be able to schedule activities on leads using the scheduling tool

 Scheduled activities with the calendar view

 Schedule meetings, calls, emails, and many more 

Generate leads from various sources

With the capability to generate leads from various sources allowing you to boost your business opportunities

 Generate leads from websites, and eCommerce platforms

 Generate leads from incoming emails.

 Lead generation from marketing campaigns, and promotional programs

Advanced functional tools on leads

Tools for the management of leads and added advantage on opportunity generation

 Lead mining
 Follow-up on leads where you can schedule activities
 Lead generation
 Lead enrichment
 Lead importing

Custom pipeline operation

The pipeline of the CRM module can be well crafted to suit your operations of customer relationship management

 Create custom stages of the leads

 Activity scheduling option under each lead

 Illustration on scheduled activities

 Follow-ups on opportunities

 The 360-degree view on all CRM operations

A dedicated window for sales management

Sota CRM holds a dedicated menu on the dashboard to describe the sales operations related to the CRM activities

 Larger screen view on opportunities

 Mobile view on sales operations with CRM

 Dedicated customer address and information window

 Manage CRM operations based on sales teams

Efficient communication to be connected with customers

Communication is a vital aspect of lead generation and opportunity generations for the operations of a business

  Email templates

  Customer alerts

  Live chat and discuss module

  Log chatter under each quotation

Analytical reports

Sota CRM platform helps you to generate advanced analytics as well as quantitative reports on customer relationship management operations

  Generate reports on leads, pipeline operations, activities, and partnerships

  Default as well as customizable filtering options

  Illustrative reports

Fully  integrated  with other SotaERP Apps


With the integration with the website as well as the e-commerce operations, the CRM will be able to generate leads from website visitors.


Directly generate sales orders from the CRM leads. a time-saving and user-friendly tool for the sales teams of your company.

 Email Marketing

Send the right message to your leads, opportunities and customers.



Turn quotes into professional-looking invoices in one click.   


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