Digitize consumer experience with Customer Relationship Manager

To run a business effectively and optimize revenue both ERP and CRM systems are needed. With Redtra comprehensive solution, you can easily collect, store, and manage data.

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Track Lead & Opportunity

  • Manage customer and business data securely in a unified place (dashboard).
  • Real-time data access to staff members who are interacting with clients.
  • Personalize experience and understand their desires by viewing past transaction.
  • Smart predict analysis and reporting for your smart business.

Omnichannel Opportunities

  • Omnichannel is the next stage of multichannel evolution
  • Manage sales and customer interaction from all functions under one roof
  • Get real-time operational insights across channels via notifications or mail
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Automate Daily Routine

  • create and automate follow-up emails for a new customer or vendor.
  • Send satisfying emails to unsubscribers to retain orders and customers.
  • Assign members to verify vendors supporting multi-vendor sites.
  • Respond to customer feedback or queries building trust and sales.
  • Send expense or sales invoices to users.

Sales Person Setup

  • Reduce administrative time with smart task management.
  • Monitor sales team target and performance with real-time data.
  • Capture leads via social media, content marketing, or campaigns for effective ROI.
  • Build long-lasting relationships with clients with better tracking and communication.
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Sales Stage Setup

  • Complete visibility of your CRM pipeline from prospect to customer.
  • Our powerful sales pipeline management software help to maintain history
  • Manage proposals and schedule demo or meetings about your product or services.
  • Segment and personalize your pitches to buyer or client budget.

Prepare Custom Quotations

  • Create attractive, custom comprehensive quotes with product references, images.
  • Save hours automating mail templates and utilize more time in business.
  • Generate custom printable invoices, bills, etc.
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Email & Newsletter

  • Practice successful email marketing with our best CRM module.
  • Personalize content for email, newsletter, text notification, web pages etc.
  • Segment contacts and send bulk emails to your customers.
  • Analyze reports for your campaigns, leads, revenue.
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