CRM Software

Customer relationship management (CRM) is all about managing the relationships you have with your customers - We provide innovative, budget-tailored CRM. CRM combines business processes, people, and technology to achieve this single goal: getting and keeping satisfied customers. It's an overall strategy to help you learn more about your customers and their behavior so you can develop stronger, lasting relationships that will benefit both you and your customers. In today’s world the customer is, the one who makes the difference between a companies success or failure. It’s very hard to run a successful business without a strong focus on CRM. After all, it’s all about the customer. CRM is a comprehensive way to manage the relationship with your customers for long-lasting and mutual benefit. Modern CRM systems enable you to capture information surrounding customer interactions and integrate it with every customer-related function and data point. CRM can mean increased customer loyalty and profitability. On the plus side, customers with successful CRM systems report higher profits; lower costs to attract and retain customers; greater customer loyalty; and smoother, more streamlined workflows.

Specific benefits include:

  • Hard Work - We do what is necessary to make our customers successful
  • Honesty - With each other, with our customers, with ourselves
  • Quality - Our products must work reliably and deliver real value
  • Dignity and Respect - We treat our customers better than anyone in our industry; we have to treat our co-workers the same way
  • Humility - When we make mistakes, we admit them and seek to learn from them
  • Substance - We provide software that has a real and meaningful impact on the businesses of our customers


1. Customer & Contact Management

  • Customer Detail with full information
  • All Contacts with full information
  • View all prospect, activity
  • Store important information for each Customer & its contacts

2. Lead & Opportunity Management - Sales Enquiry

  • Tracks leads as they are created, qualified and promoted through the sales pipeline
  • Gives highly focused visibility into your pipeline

3. Activity / Task Management - Calendar

  • Manage all activity/task for quick reference
  • Schedule all meetings, calls & follow-ups
  • Setup reminders, alert, notifications

4. Quotation Management

  • Manage Quotation centrally & uniformly
  • Increase Productivity & Quality
  • Faster customer interaction

5. Order Management

  • Manage Sales Order centrally & uniformly
  • Track Delivery & Payment collection
  • Faster customer interaction

6. Complaint Management

  • Streamline organization-wide Customer support process
  • Better interaction within Support team, leading to early resolution & tracking of complaints
  • Solution knowledge base - knowledge base for frequently occurring complaint types
  • Resolving customer queries and complaints effectively in less time thereby enhancing customer satisfaction

7. Solution Management

  • Develop solution knowledge base centrally & uniformly

8. Document Library

  • Share documents among users

9. Product Management - Catalog

  • Manages Products & Service offering

10. Dashboard, Reports & MIS

  • Dashboard give a real-time snapshot of key metrics
  • Lot of reports related to Customers, Sales & Support modules
  • DCR, Sales Funnel, Sales Report, Sales Enquiry, Today's Task, Calendar, Pending Complaints,...
  • Export all reports in XLS format
  • Custom Reports - dynamically create/design reports as per your requirement


  • AnyTime AnyWhere Accesss
  • View Sales pipeline and Target achievement Instantaneously
  • Full Sales Visibility - increases productivity & Quality -> reduced sales cycle
  • Today's Task/Activity list through email daily morning
  • Boost sales, satisfaction, and service with an automated solution
  • Easy to use, customize, and maintain.
  • Sales & Marketing - align your Sales & Marketing by integrating sales with campaign, leads, sales pipeline, forecasts etc.
  • Customer Support & Service - streamline your customer support process and increase customer satisfaction
  • Role-based Security - it empowers you to control the data access based on users' job role in your organization hierarchy
  • Multi-Currency Support
  • Report & Dashboard - helps you to analyze sales & marketing trends and key CRM metrics by reports & dashboards
  • No additional Hardware/Software Require
  • Cost Effective & No maintenance required
Mr. Vinod kumar (Director, Maharashtra) VG Gold Bazaar

I’ve purchased a software for level plan and mobile recharge from Jai Softwares. The best part of the company is after sale service.

Mr. krishna (Director, Maharashtra) DK Shopping Mart

My experience with Jai Softwares is phenomenal. They are doing wonderful job in MLM industry. I’ve purchased a Matrix MLM software. They delivered it in 7 days and whenever I face the problem, the support team rectify it in 24 hours.

Mr. Rohit (Director, Kolkata) Liberty Shopping

Jai Softwares has done a great job for me and also help out in developing my dream project of shopping cart and repurchase plan.

Mr. N. K. Kakkar (Director, Ludhiana) Super Star Biz

Jai Softwares has provided me a good MLM and advertisement software in budgeted price and in less time period. Support system of the team is 24x7.