Customer Relationship Management (CRM) Software

Transform the Way You Manage Your Customers

Every successful business is built on strong customer relationships. As your business grows, managing leads, customer inquiries, sales, follow-ups, and support manually becomes time-consuming and prone to errors. A Customer Relationship Management (CRM) system simplifies these processes by bringing all your customer information into one secure, easy-to-use platform.

At JKS Info Tech Private Limited, we develop intelligent, customized CRM solutions that help businesses streamline operations, improve customer engagement, increase sales, and make informed business decisions. Whether you are a startup, small business, or large enterprise, our CRM can be tailored to match your unique business workflow.

Whatwe offer

Our CRM Solutions

Our CRM software is designed to manage your entire customer journey—from the first inquiry to long-term customer support. It enables your sales, marketing, and customer service teams to work together efficiently while ensuring that no opportunity is missed.

Lead Management

Capture leads from your website, social media, advertisements, referrals, and other sources. Organize leads automatically, assign them to your sales team, and monitor every stage of the sales process until conversion.

Customer Database

Maintain a centralized database containing customer profiles, contact details, communication history, documents, and business information. Access customer records anytime, from anywhere.

Sales Pipeline Management

Track every sales opportunity with a visual sales pipeline. Monitor deal progress, identify bottlenecks, forecast revenue, and close deals faster.

Follow-up & Task Management

Never miss an important follow-up. Schedule reminders, assign tasks, receive notifications, and keep your sales team organized and productive.

Quotation & Proposal Management

Create professional quotations and proposals within minutes. Track approvals, revisions, and customer responses efficiently.

Customer Support Management

Manage customer service requests, complaints, and support tickets from one dashboard. Improve response times and deliver an excellent customer experience.

Reports & Business Analytics

Gain valuable insights with real-time dashboards and detailed reports. Analyze sales performance, lead conversion rates, employee productivity, revenue trends, and customer engagement to make better business decisions.

Role-Based User Access

Provide secure access based on employee roles. Control permissions for administrators, managers, sales executives, support staff, and other team members to ensure data security.

Cloud-Based & Mobile Friendly

Access your CRM securely from desktop, laptop, tablet, or mobile device. Manage your business anytime and anywhere with real-time data synchronization.

Pre-Sales

Pre-Sales CRM

Our Pre-Sales CRM module helps your marketing and business development teams capture every visit, nurture every lead, and track every opportunity right through to a won or lost order.

Daily Visit Report (DVR)

Marketing staff feed in their Daily Visit details — Meetings, Tele Calls, Chatting, and Email Follow-ups.
Visits that need follow-up automatically create appointments in the staff calendar.
Staff can summarize the outcome of each visit in the DVR — Cold Call, Order-Taken, General Visit, Follow-Up, Prospective, or Worthless.

Lead Generation Process

Every new lead is automatically recorded in the CRM with customer details and the source of enquiry.
Sales representatives assign lead priorities based on interest level, business potential, and follow-up status.
Follow-up activities including Calls, Meetings, Emails, and WhatsApp conversations are tracked in one place.
Qualified leads are converted into Opportunities for the sales pipeline.

Create Opportunity / RFP

Create a new opportunity with the following fields:

Date, RFP ID, Company Name
Details of the Opportunity
Order Value
Contact Person, Email Address, Phone Number
Expected Closure Date
Winning Probability

View Pipeline

View the complete sales pipeline with every opportunity organized by its current stage.
Monitor deal progress, identify bottlenecks, and forecast revenue through real-time pipeline insights.
Track leads and opportunities from initial enquiry to successful deal closure.
Gain complete visibility into sales performance and prioritize high-value opportunities.

Closed Opportunities

Week Wise (From Date / To Date)
Month Wise (From Date / To Date)
Business Development Executive Wise
Schedules — enter the milestones with dates upon winning
Milestones automatically reflect in Accounts Receivables to raise the invoice
Automated invoicing information based on the set milestones

Lost Opportunities

Record and analyze lost sales opportunities along with the reasons for unsuccessful deals.
Identify improvement areas, refine sales strategies, and increase future conversion rates.
Track opportunities that were not converted into customers with detailed loss reasons.
Capture every lost opportunity with comments, closure reasons, and sales history.

After-Sales Support

Help Desk CRM

Our Help Desk CRM module keeps every support request organized, visible, and accountable — from the moment a customer raises a ticket to the moment it is resolved.

Customer Care

The Customer Care login has privilege only to raise tickets. A ticket can be a Support Ticket, New Installation Ticket, or AMC Ticket. Once submitted, the ticket is displayed on the Supervisor Screen as a new ticket, highlighted to differentiate it from other tickets.

Support Ticket

Once the necessary fields are filled in, the Support Ticket is submitted and instantly reflected on the Supervisor Screen for tracking and assignment.

WhyIt Matters

Benefits of Our CRM Software

Increase lead conversion rates
Improve customer satisfaction and loyalty
Automate repetitive business processes
Enhance communication between departments
Reduce manual work and paperwork
Improve employee productivity
Make data-driven business decisions
Ensure secure storage of customer information
Scale your business with confidence

Whowe work with

Industries We Serve

Our CRM solutions are suitable for:

Software & IT Companies
Real Estate
Healthcare

Educational Institutions
Manufacturing
Retail & Wholesale

Logistics & Transportation
Finance & Insurance
Hospitality

E-commerce
Service-Based Businesses
Startups & SMEs

Why Choose Us

Why Choose JKS Info Tech Private Limited?

At JKS Info Tech Private Limited, we believe every business has unique requirements. That's why we design CRM solutions that are flexible, scalable, secure, and easy to use. Our experienced development team works closely with clients to understand their business processes and deliver a solution that improves efficiency and drives growth.

From consultation and development to deployment, training, and ongoing support, we provide complete CRM services to help your business grow.

CRM Software