A peak at NetSet Software’s recent CRM solution

For those who prefer to customize an existing solution to meet their needs, support is readily available. As our expertise covers data migration, integration with third-party services, custom API development, and system upgrades.

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  • A seamless user authentication system is implemented to accommodate multiple users from various departments.
  • Password reset feature enables users to reset their passwords via a secure link sent directly to their email.
  • Strong authentication algorithms were utilized to provide users with a high level of security.
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Dashboard

  • All key CRM metrics, including leads, users, and other relevant statistics, were made visible for easy tracking.
  • Users can view the total value of business won or lost from each lead.
  • The CRM system automatically calculates the average lead value, combining total quotations and leads.
  • The dashboard provides businesses with efficient tracking, offering valuable insights for future system improvements.

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Leads

  • The leads section is equipped with detailed features, including lists, modifications, and an activities tab, among others.
  • Clients were able to view all leads through a comprehensive list, with an integrated filter section for easy sorting and the ability to create new leads.
  • Lead status updates were instantly visible in the CRM, with the added functionality of an activities tab to ensure alignment across the company.

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Quotes

  • All quotes were presented in a master view, with options to edit, delete, print, and access other key features.
  • A comprehensive lead system was implemented, allowing clients to view lead details with essential filters for quick and easy searching.
  • The CRM supported drag-and-drop functionality for lead status updates, with the added ability for clients to categorize leads smoothly using tags.
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Contacts

  • Specific settings were integrated for individual contact management
  • A detailed list option was provided for managing people, allowing clients to search, filter, and view all contacts, with options to create, edit, and delete entries.
  • Organization management features mirrored this functionality, providing similar capabilities at the organizational level.
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3 Significant Aspects of Our CRM Systems

Our robust CRM system links all the departments and facilitates smooth flow of day to day activities by leveraging business processes, strategies and technologies.

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CRM as a Process

Our Customer Relationship Management software is highly competent in nurturing and managing contacts and relations which is a breakthrough for lead generation and high conversions.

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CRM as a Strategy

We empower businesses with enterprise grade CRM systems which are fully featured and functional. Each designed system is competent to enhance your marketing strategies to nurture leads and build long lasting relationships.

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CRM as a Technology

Our CRM systems act as a robust asset of technology rendering data insights, website analytics, user interaction reports, website growth status and much more, powered by in-built technologies.

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How Different Industries Use Custom CRM Solutions?

Custom CRM systems are becoming the backbone for every business, independent of the industries. It helps businesses manage operations, improve customer experiences, and make data-driven decisions. NetSet Software helps businesses build a custom CRM solution belonging to a range of industries. Take a look at how industries gain benefit from CRM software.

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eCommerce

The eCommerce sector aims to achieve seamless customer interactions with highly effective operations. A custom CRM system has the potential to streamline processes with better decision-making.

  • Centralizes customer information to make it easier to manage.
  • Tracks sales opportunities throughout the pipeline.
  • Simplifies order management and improves accuracy.
  • Increases the level of customer support with efficient ticket resolutions.

Fintech

Fintech businesses have to work with complex processes, which require a surety of precision and compliance. With a CRM system, fintech organizations can simplify operations and increase customer trust.

  • Automates the onboarding process for new clients.
  • Keeps financial transactions secure and organized.
  • Supports risk assessment with detailed customer data analysis.
  • Ensuring if the compliance is met in the processes.

eLearning

Educational platforms enjoy a range of benefits from building a CRM because it increases engagement in students and simplifies the administrative tasks.

  • It helps educators organize and deliver online courses more efficiently.
  • Tracks student progress to find out areas of improvement.
  • Provides valuable insights with analytics over engagement and competition rates.
  • Makes tuition and fee payments very easy to process and manage.

Healthcare

Custom CRMs can notably improve patient care and optimize the overall administrative workflows.

  • Keeps patient records secure and easily accessible.
  • Schedule appointments automatically, reducing wait times.
  • Simplifies billing processes and insurance claims management.
  • Improves the overall efficiency by streamlining workflows.

Logistics

Logistics businesses can achieve top-level efficiency in operations and improve their supply chain management using a CRM system.

  • Tracks shipments in real time for accurate delivery updates.
  • Optimizes delivery routes to save costs and reduce the overall time.
  • Maintenance of inventory level and preventing possible stock shortages.
  • Better customer communication with timely notifications and updates.

Manufacturing

Manufacturers rely on CRM systems to optimize their production and maintain quality control while maintaining supplier and customer relationships.

  • Plans production routines and divides resources effectively.
  • Monitors product quality to identify and work on possible defects early.
  • Manages relationships with detailed records and communication tools.
  • Improves customer engagement with custom communication strategies.

Benefits to Reap Out of Our CRM Systems

Our Customer relationship management solutions are best-in-town & you can fully rely on for a system that imbibes all the necessary modules within.

Contact Management

Contact Management

Smooth workflow customizations to manage & handle old and new contacts

Cross-Team Collaboration

Cross-Team Collaboration

Increased in-house capabilities across teams with special features & functionalities

Empowered Sales Management

Empowered Sales Management

Experience exponential rise in conversions, leads & sales

Seamless Database Management

Seamless Database Management

Assured data security, void chances of data loss & threats

Reliable Reporting & Analytics

Reliable Reporting & Analytics

Offer advanced metrics to measure business growth

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Our suit of CRM Software Development Services

We create custom CRM software that helps businesses of all sizes, from startups to large enterprises. Our focus is always on building solutions that are practical in nature and help you get up and run quickly. Here is our complete CRM software development services suite for startups, established businesses and enterprise level companies.

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Consultation

We start by conducting a detailed analysis of your business goals, all the processes, and current systems to find out the best approach for CRM development.

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Design

Our designing team creates a detailed blueprint for your CRM, considering architecture, features, and user interface. They ensure the system remains scalable and flexible to your future needs.

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Development

Our skilled CRM developers will bring your vision to life because we build it using the newest technologies and best practices. We highly focus on giving you a robust, efficient, and user-friendly solution.

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Launch

We will help you in launching your CRM giving you support in terms of training your team and ensuring a smooth transformation. We will also help you build strategies for current adoption combined with the future usage.

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Maintenance and support

We offer full support and maintenance to make sure that your CRM keeps on running smoothly. Our team helps you with regular updates and bug fixes so that your CRM remains up-to-date for a long time.

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Data Management and Migration

We will work with you to simplify the data transfer and management processes. It delivers a seamless transition to your new CRM.

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Customer Service Optimization

We will help you integrate ticketing systems, live chat, and knowledge bases to provide great customer support.

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Workflow Automation

Our experts will analyze all the possible opportunities to automate repetitive tasks which will help you save you time and resources.

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Advanced CRM customization

Our team will completely customize your CRM as per your own business requirements.

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Advanced Reporting and Analytics

We will develop custom dashboards and reports to provide you with actionable insights into your business performance.

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Third-Party Integration

For third party integrations we will connect your CRM to any of your required tools, like ERP systems and marketing automation platforms.

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CRM Strategy Development

We completely analyze your business processes and goals to create a custom CRM strategy that supports your enterprise-rich goals.

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CRM Module Development

Our skilled CRM developers will build custom modules with dedicated functionality to meet your specific requirements.

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Large-Scale Data Management

We develop industry leading data management solutions so that you can handle large volumes of data smoothly and securely.

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Single Sign-On (SSO) Integration

We will implement an enterprise-level SSO system to give you the most secure user authentication and other security elements.

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AI and ML Integration

Our team skillfully integrates the power of AI and machine learning to uplift your CRM using predictive analytics, intelligent automation, and custom customer support.

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Legacy Systems Integration

We will give you custom communication softwares that smoothly connects your CRM with existing old systems.

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Business Intelligence Solutions

Our experts create a CRM system which is rich in modern BI capabilities so that you can get valuable insights and custom reports.

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Advanced Security

We skillfully implement all the security measures to protect your sensitive data keeping up with all the industry regulations in the market.

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Global CRM Adaptation

The CRM solutions you get from us are highly adaptable to different regions and languages to support your global operations.

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CRM is a Very Powerful Tool for Growth

A great CRM system is more than a contact management tool. It is one of the most strategic assets that can easily help you optimize your business operations, enhance customer relationships, and drive business growth. A CRM offers you the below key features:

Seamless Email Integration

A CRM connects your existing email platforms with a proper master view showing communications, contacts, and calendars.

Automated Workflows

All your repetitive tasks and processes can be automated resulting in reducing errors and efficiency enhancements.

Actionable Insights

You can gain all the valuable insights related to your business performance with customizable reports and dashboards.

Accurate Sales Forecasting

CRM helps you predict the future sales trends based on pipeline data so that you can easily adjust your marketing strategies.

Mobile Field Service

You can empower your field teams using CRM as it comes with real-time scheduling, communication, and access to right information.

Intelligent CPQ and Billing

A CRM can also help you with quote generation and invoicing, with a great promise of accuracy and timely financial transactions.

Customer-Centric Feedback Management

Easily gather and analyze customer feedback with CRM solutions which will help you to improve product offerings and customer satisfaction.

Efficient Order Fulfillment

Streamline order processing, allocation, and fulfillment to deliver exceptional customer experiences.

What to Expect from Our Custom CRM Services?

Our CRM services intend to manage your business smoothly and efficiently, amplifying your growth, productivity and ROI along.

  • Full Transparency & Control
  • Sheer Focus on Quality
  • On-Time Delivery
  • Certified Dedicated Resources
  • Cost Efficiency
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  • High Productivity and Flexibility
  • 24/7 Expert Support & Maintenance
  • Extensive Scalable Process
  • Reduced Time to Market
  • No Hidden Surprises
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