CRM | Customer Relationship Management | CRM Development Services

Custom Customer relationship management (CRM)

Customer relationship management is any tool, strategy, or process that helps businesses better organize and access customer data compiled from a range of different communication channels, including a company's website, telephone, email, live chat, marketing
materials, and social media to manage company's interaction with current and potential customers. It also connects your
different departments, from marketing to sales to customer service, and organizes their notes, activities,
and metrics into one cohesive system enabling unparalleled coordination across teams.


Features of CRM

Customer Relationship Management is a strategy that is customized by an organization to manage and administrate its customers and vendors in an efficient manner for achieving excellence in business. It is primarily entangled with following features:

Contact Management

A Cloud-Based Contact management feature in CRM helps you organize your business contacts, view and take notes from Interaction logs in one place. It also analyses the social interactions, discussions, and conversations that contacts are having on Facebook, Twitter, LinkedIn, and other social networks and uncovers valuable insights into your customers’ issues, so you can proactively provide solutions.

Lead Management

Lead management system automatically registers leads into the system from web forms, emails, social media, business cards, and Live Chat. It also obtains the source of the leads to let you know what marketing campaigns are working and what’s not. Scoring the leads help you priorities the task and Pre-defined workflow rules let you assign leads to sales representatives based on different parameters so that the right sales representatives follow up on leads and preventing leads from falling through the cracks.

Email Integration

Email Integration lets you use the email applications you already know inside CRM, and sync everything from contacts and events to tasks and more. Email Integration system can sort your emails according to your preferences, for example, it can sort your emails according to the leads.


We provide a simple point-and-click interface to automate business processes. You can automate your emails & follow up for several conditions, auto-assign tasks as a deal moves through the different stages, and more. CRM automation for customer support helps you by sending faster responses to flagged queries, assigning reps for social posts and managing regular customer inquiries. You can also automate the approval process for simple or sophisticated sales requests, including deal discount approvals.

Collaboration Management

The main objective of the collaboration is to enhance the productivity of individuals in a team to achieve a particular goal. Collaboration Management software enables users to create individual workspace then have workflows and data added to it. The primary user who created the workspace can allow others to access, view and make changes, and whatever modifications are made on data and files are will be synced across all users. Some other features of this software include interaction with the client in a private environment, scheduling, and collaborative booking of data for organizing, share, and search.

Custom Analytics Tools

CRM analytics tools make it possible to segment your clients into various groups based on age, gender, spending habits, location, etc. for easier marketing and sales management. CRM analytics are designed to determine which groups of customers are likely to bring in the highest ROI. This allows businesses to focus their advertising, marketing, and sales efforts on the most valuable demographics ensuring higher profits over time. Events such as completed sales, membership sign-ups, specific amounts spent, etc. are valuable metrics for businesses to keep track of. CRM analytics tools not only identify and record these important milestones but can also alert relevant departments to them as they occur. Analytical tools also keep track of individual sales parameters such as the number of leads created per month, the number of deals closed daily, etc.


Customer Satisfaction

One of the prime benefits of using CRM is improving customer services and customer satisfaction. You can provide better service to customers through an enhanced understanding of their issues. For instance, to resolve an issue for a customer, your representatives will be able to retrieve all activity concerning that customer, including past purchases, preferences, and anything else that might help in finding a solution quickly.

Better Internal Collaboration

Sharing customer data and facilitating communication channels between different departments will enable you to work as a team and help optimize the customer experience—one of several major benefits of CRM. Each employee will also be able to answer customer questions on what is going on with their product or service. By functioning as a well-informed and collaborative team will help increase the company’s overall efficiency and offer a better service to customers.

Improved analytics and reporting

CRM helps you in creating insightful reports that accommodate teams visualize business performance. One can view all the important statistics and information such as customer information, sales goals, and performance reports in a customized central dashboard. With better reporting data, you can make efficient decisions to reap the rewards in customer loyalty and long-run profitability and seize untapped opportunities.

Maximize Your Business Performance

CRM system helps maximize your business performance by increasing your up-sell and cross-sell opportunities. Up-selling is where you offer customers an upgrade or premium products that are related to their purchase. Cross-selling is where you offer complementary products that fall into the same category of their purchase. Both these sales strategies can be easily conducted with a CRM, as you will have a precise understanding of their needs, and patterns of their purchase. Having this information in a central database means that when an opportunity arises, your sales team can tap into that opportunity.

Our CRM development Services

Custom CRM development

At iShore Software Solutions, we design, develop and help you implement a comprehensive custom CRM platform with unique features to provide efficient mechanisms of business processes automation and maximizing overall efficiency and productivity.

CRM system integration

Our custom CRM software development services include CRM integration with your corporate software, social media platforms, and other third-party systems. We create single customer view systems with task tracking, comprehensive reports, and many other useful features.

CRM Upgradation

We at iShore Software Solutions offer software upgradation services that allow you to upgrade your existing software platform by adding modules according to your business needs and extend its functionality by streamlining business processes and automating workflows. We design out-of-the-box functionality and deliver custom modules that seamlessly integrate with your CRM system.

CRM Customization

iShore Software Solutions provides total solutions with the customization of the Third Party CRM by altering the software system to meet the specific operational structure of the clients business and to deliver smoother functionality and matches the workflow patterns.

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