Product Overview: Matrysys Business CRM

What is the Need for a Business CRM?

Matrysys Business CRM is an indispensable tool for growing businesses, providing a centralized hub for efficient customer relationship management. By organizing and streamlining client inquiries, the software enhances collaboration and accelerates growth. 

Its robust features, including easy to manage sales processes and insightful analytics, helps businesses to make informed decisions.

Additionally, the CRM ensures personalized customer experiences, fostering loyalty and satisfaction—key factors for sustained success in the dynamic and competitive business landscape.

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Salient Features of Matrysys Business CRM

Customer Requirement Management

Businesses can organize and manage customer information, requirements in one centralized platform.

Lead and Pipeline Management

Employees can streamline the sales process by tracking leads, managing pipelines for increased sales efficiency.

Easy to Use UI

The UI has been designed in such a way that it is quite intuitive and easy to navigate.

Automated Quotation creation

Employees can easily convert an inquiry into a quotation and send it across to the client in a few clicks!

Email and Whatsapp Support

our CRM is integrated with Email and Whatsapp Business Accounts. This helps Businesses send the Quotations via whatsapp or email automatically.

Analyze Lost Business Opportunities

Businesses can analyze which inquiries could not be fulfilled via the CRM table reports very easily.

Easily transfer Inquiries to Quotations! Share them Automatically via Email & Whatsapp.

With our user-friendly “Transfer” option, seamlessly convert inquiries into quotations within Matrysys CRM. 

The integration with Email and WhatsApp Business Accounts empowers businesses to automate the dispatch of quotations via WhatsApp or email. 

This streamlined process not only enhances efficiency but also ensures prompt and personalized communication, aligning with modern communication preferences and contributing to a more agile and responsive business operation.

Empowering Task Allocation and Dynamic Quotation Management in a few clicks!

Leveraging Matrysys Business CRM, managers efficiently delegate leads and inquiries to designated team members, ensuring optimal task allocation and resource utilization. 

The platform allows categorization of inquiries and quotations with tags such as Critical, Urgent, or Medium based on priority. Furthermore, users can conveniently revise and resend quotations directly within the CRM. 

The flexibility extends to downloading PDFs, enabling unlimited edits for quotations and inquiries, providing a seamless and customizable experience for streamlined business processes.

Detailed Information Capturing Customizable Inquiry and Quotation Forms!

Matrysys Business CRM offers versatile, customizable forms that gather comprehensive data on incoming leads. 

These forms feature sections such as Customer Details, Category, Requirement Specifications, Payment Terms, and Transportation Details. Our expert team can also tailor forms to meet specific customization needs. 

This ensures businesses capture detailed and relevant information efficiently, adapting the CRM to their unique requirements seamlessly. Elevate your lead management with Matrysys CRM’s flexible and expertly tailored forms.

Matrysys Solutions’ Motto

“Your most unhappy customers are your greatest source of learning. That is why CRM is important”

-Bill Gates-