Customer Relation Management CRM
One stop effort less solution designed for your business to discover new customers along with giving proper support to the existing with Xtreem ERP. Grow your business with intelligent CRM performing automated lead generation, track interaction and efficiency, convert prospects faster with less manual interaction and marvelous results.
Looking for a Customized CRM Solution?
Your search ends here with XtreemERP’s cloud-based CRM!
Designed to adapt to your unique business needs, XtreemERP’s CRM empowers you to build stronger customer relationships, boost sales performance, and streamline operations — all from a single, intuitive platform.
From lead generation to seamless customer interactions, sales pipeline optimization, and enhanced marketing performance, our CRM does it all. It’s easy to use, highly flexible, and fully integrated with other ERP modules.
With real-time data synchronization across sales, marketing, customer service, and finance, your team gains a 360° view of customer behavior, preferences, and engagement history — enabling smarter decisions and more personalized, impactful experiences.
- Elevate your customer satisfaction
- Align your teams with unified data
- Drive growth with intelligent automation
Experience the power of connected CRM with XtreemERP.
CRM Features
At XtreemERP, our powerful CRM software is designed to streamline your entire customer journey—from first contact to final invoice. Explore our core features and see how we help businesses drive sales, improve service, and build lasting customer relationships.Our CRM software adapts to your business—no matter the size or industry.
Lead & Opportunity Management
Turn leads into loyal customers with ease.
Efficiently capture, qualify, assign, and track leads as they move through your sales pipeline.
- Lead Capture & Assignment: Automatically collect leads from websites, emails, and campaigns; assign them to sales reps based on rules or availability.
- Opportunity Pipeline Tracking: Visualize the stages of every deal and forecast revenue. Easily drag-and-drop deals through each step.
- Sales Stage Management: Customize your own sales process and monitor performance at every phase.
Pre-Sales CRM
Engage potential clients from the first inquiry.
Manage early-stage interactions and ensure that no prospect goes unnoticed.
- Inquiry Management: Organize and prioritize customer inquiries from multiple channels.
- Follow-up Scheduling: Set reminders and alerts for timely responses.
- Lead Qualification: Score leads based on engagement level, interest, or custom criteria.
Sales & Quotation Management
Create winning proposals and close deals faster.
Our sales module empowers your team to create and manage quotes and proposals directly inside the CRM.
- Quotation Creation: Generate branded, professional quotes with custom pricing and terms.
- Proposal Management: Track when quotes are sent, opened, and approved or rejected.
- Sales Forecasting & Reporting: Get real-time insights into expected revenue, top performers, and sales trends.
Billing & Invoicing
Automate your billing and get paid faster.
Handle all your financial transactions from within the CRM with minimal manual work.
- Invoice Generation: Create tax-compliant, customized invoices in just a few clicks.
- Service Billing: Track billable services and recurring fees automatically.
- Payment Tracking: Monitor outstanding payments and send automated reminders to clients.
Customer Support & Service
Deliver timely, exceptional support.
Help your support team resolve issues faster with a full-featured ticketing and knowledge system.
- Support Ticketing System: Manage customer complaints or requests via a structured helpdesk system. Assign, escalate, and resolve tickets efficiently.
- SLA (Service Level Agreement) Management: Track and enforce resolution timelines to maintain service quality.
- Knowledge Base / FAQ: Offer self-help options for customers through searchable articles, tutorials, and FAQs.
Return Merchandise Authorization (RMA)
Streamline returns and replacements.
Easily manage return requests, repairs, and product exchanges in a transparent and trackable way.
- Return Request Handling: Let customers initiate return or service requests with online forms.
- Replacement & Repair Tracking: Keep a record of return status, issues found, and the resolution process.
- Approval Workflow: Define custom rules to automatically approve or escalate return requests.
Pre-Sales CRM
Give your customers control.
A branded, secure space where customers can track their activities and interact with your company directly.
- View Orders & Invoices: Let users track their orders, download invoices, and view transaction history.
- Ticket Submission: Submit and monitor support requests.
- Profile & Contact Management: Update personal info, shipping details, and preferences with ease.
Marketing & Communication
Reach the right audience with the right message.
Boost conversions and engagement by sending targeted emails and tracking campaign performance.
- Email Campaigns: Design and send personalized email campaigns to segmented audiences.
- Customer Segmentation: Group customers by demographics, behavior, or purchase history for precision targeting.
- Campaign Reporting: Track open rates, click-throughs, and conversions to measure campaign success.
System Management & Integration
Seamless operations with intelligent tools.
Automate repetitive tasks, manage users, and connect with your favorite third-party tools.
- Workflow Automation: Automate lead assignment, email responses, follow-ups, and task creation.
- Role-Based Access Control: Assign permissions based on user roles to secure sensitive data.
- Integration with ERP & Accounting Software: Sync data with platforms like QuickBooks, Tally, or custom ERPs for seamless business operations.
Our Respected Clients
Benefits of Xtreem ERP
XTREEM ERP frequently offer industry-specific modules that can increase efficiencies and compliance for a given industry’s needs., keeping all data in one place, and improving collaborations across your organization. The best ERP software will boost productivity, cuts costs, and helps you make better decisions. With XTREEM ERP system, your business can achieve its goals and drive sustainable growth.
- Centralized Data Management
- Working Process Automation
- Efficiency and Productivity
- Reduced Operational Costs
- Regulatory Compliance
- Real-time Reporting
- Scalability and Risk Management
- Mobility and Flexibility
FAQ
What Is an ERP and How Does It Work?
An organisation has several operations and processes running in sync with one another. ERP or Enterprise Resource Planning is a software with an innovative approach with a key to effectively managing all operations in an industry.
An ERP software basically functions by focussing on key areas of an organisation, i.e. finance, sales, human resources, or logistics. The data from all the departments is then compiled onto one location which becomes easily accessible as and when the need arises.
What does ERP software do?
Is Xtreem an ERP system?
Why ERP application is Important for Business?
How Does an ERP software Work?
ERP system is a software which works by centralising the data. The system collects data from different domains of business, and then puts it onto a central location where user can access it. Thus, enabling a free flow of data.