Simplify Customer Data and Strengthen Relationships

CRM software (customer relationship management software) is a tool that helps your business build & improves customer relationships by gathering, organizing, and analyzing your customers' data strategically.

Why your business needs CRM software?

A comprehensive CRM system can be used by your sales, marketing, and support teams. It gives everyone a holistic view of the customer and enables them to craft incredible customer experiences.

Customer-facing teams use CRM solutions and related tools to communicate with customers, schedule appointments, nurture leads, win deals, manage customer complaints, send quotes, store customer information, etc.

As a result of this, the CRM software becomes the single source of truth for customer insights and how your sales, marketing, and customer support teams are performing.

Designing a CRM strategy

Organizations need to chalk out a CRM strategy to survive in the current competitive business landscape. Without specialized CRM software, it becomes very challenging for businesses to manage customer information, and they may find it hard to monitor all touchpoints or interactions.

Excellent relations are not built overnight; rather, they require a consistent and personalized approach. A CRM strategy is a blueprint that helps companies manage customer interactions, collect contact data, and track behavioral patterns to provide better service ultimately. Top leadership should communicate the CRM strategy to team members to implement clear standards and use the right technological tools to increase sales and business revenues.

Ten biggest benefits of using a CRM software

increase revenue

Increase revenue through better deal nurturing and follow-ups

hand shake

Improve customer relations

sales meter

Accelerate Sales Cycles

chat icon

Better internal communication & collaboration


Boost Sales and Support team productivity


Enforce best practices through process templates

task automation

Automate repetitive tasks


Get better insights on customers

retain customers

Increase customer retention


Lessen risks to deals

When it is time to use CRM software?

Companies invest in CRM platform at different stages of their life cycle depending on the challenges they are facing, functionalities they want, goals they are looking to achieve, budget, size of the company, business model, and other factors.

However, you need a CRM solution if you are facing these issues and limitations in your business -

  • Spending a lot of time trying to find data on a customer or deal.
  • Deals slipping through the cracks.
  • Stagnant growth.
  • Increase in customer churn.
  • Decrease in customer satisfaction.
  • Decrease in sales representative or customer support productivity.
  • Limited visibility on how your team's activities.
  • Constant account and territory clashes among your sales team members.
  • Limited collaboration between customer-facing teams.

Key features to expect in an ideal CRM Software

contact management

Contact & Lead Management

Know you contacts better

opportunity management

Opportunity Management

Win deals faster

pipeline management

Pipeline Management

Keep track of the deals in the pipeline

email marketing

Email Marketing with auto-responders

Engage customers effortlessly


Customer Chat

Respond to leads and customers faster


Sales Automation

Automate repetitive tasks

reports & analytics

Reporting and Analytics

Build reports from CRM data



Configure the system to meet specific needs


Advanced Workflow configuration

Automate repetitive tasks


Lead Routing

Distribute the leads to right agent faster


Webform integration

Capture leads from website


Appointment scheduling

Schedule appointments faster

document sharing

Document sharing and analytics

Breathe new life into marketing & sales documents


Billing, quotes, and discount approvals

Streamline discount approvals


Integration with your email, phone, accounting and other applications

Integrate with over 500 business applications


Reminders/ Smart Notifications

Get notified of a mention, upcoming activity, email activity

How to choose the right CRM software?

Unlike traditional customer management tools, most modern CRM software comes integrated with robust functionality. Choosing the right CRM system is not an easy task. Organizations need to assess their business requirements, scan the market, and then decide the best fit. Here are some key factors to consider while choosing a CRM software for your business:

  • CRM Deployment (On-cloud or Premise)
  • Features and Functionality
  • Third-party Integrations
  • Customer Support
  • Security
  • Scalability
  • Cost-Effectiveness
  • Customization
  • User-Friendliness

CRM software plays an essential role in the current competitive business landscape. Investing in the right CRM solution will give your business a competitive edge and help you capture a loyal customer base. Ensure research well, review all market variants, and choose the most suitable CRM system for your business requirements.

Choosing the right CRM that's best suited to your business is challenging. This is why we created a comprehensive document, download our free eBook CRM buyer's guide.

What makes Vtiger the best CRM Software?

Your organization can gain a clear competitive advantage and achieve a 360-degree unified customer view by investing in Vtiger CRM. Here are the top reasons to get Vtiger CRM software for your business instantly:

A premier cloud-based CRM solution, Vtiger has enabled over 300,000 businesses to deliver excellent customer-centric experiences.

Innovative features and top-notch functionality makes Vtiger a must-have product for small businesses. It saves time and automates repetitive functions to increase operational efficiency exponentially.

One-stop solution for businesses to manage sales, marketing, and help desk operations from one platform seamlessly.

Round-the-clock customer support teams help companies choose the right features and customize the package based on their business needs.

It has a user-friendly interface and is scalable; hence, it can match your growing business requirements.

Sales team members have access to complete customer information like interactions, contact details, and purchase history in a single repository.

Security is a prime concern for any software. Vtiger has many security features like GDPR compliant and ISO 27001 certified that ensure sensitive contact data remains safe from unauthorized access.

Try Vtiger CRM Software Now

No credit card required

A recognized leader and top-rated CRM for years