Contact Workxmate91- 93542-20944Login to WorkXmate ERPLogin
Cloud ERP for SMEs solution for spreadsheets Cloud ERP for SMEs

Send Enquiry


CRM Software on Cloud

Automate.Manage.Grow Sales

  • Manage Inquiries until they become Orders
  • Automate: Quotes, Invoices, Receipts, Processes...
  • Manage: Customers, Customer Service, Taxes, Landing Pages, Pricelists, Segments, Inventory
  • Grow: Sales, Customer Satisfaction, Gross Margins, Productivity...
  • Track Outstanding Invoices & Payment Receipts
  • Handle Multiple Taxes in Quotes, Orders & Invoices
  • Integrated with ERP & Tally

On Demand CRM Solution for Sales Force Automation

Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM

360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration

Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM

Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster.

Cloud CRM for Your Marketing Needs

Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments

Effortlessly Track Marketing Campaigns in the CRM: Integrated to work with popular 3rd party Newsletter Apps for Campaign Management

Smooth Transition of Leads from Marketing to Sales: Qualify & Replace your tracking spreadsheet and benefit from smooth handover of your Leads from Marketing to your Sales Force

CRM Solution for Customer Support

Reduce Support Request Costs: Empower Customers to Resolve their own service requirements

Continuous Customer Feedback: Automation of feedback collection using the on-demand CRM upon every support request closure

Built-in Customer Care: CRM in the cloud ensures that potentially disgruntled customers can get their concerns addressed easily

On Demand Customer Service & Support Ticket System on the Cloud for SMEs

Featured workXmate Cloud CRM Customers


Download Workxmate CRM Brochure

Related Blogs

What is CRM?

Customer relationship management (CRM) provides a model based upon industry best practices for managing interactions with current and future customers of your Small/Medium Enterprise. It leverages technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. A good CRM software is a single point solution that combines account management software, contact management software, invoicing software & service management software. Some of the early CRMs are Oracle CRM, Siebel CRM, SAP CRM, Microsoft CRM, Salesforce & Zoho CRM.

workXmate cloud based technology and On Demand CRM Software helps you manage all your customer touch points across marketing, sales and customer support, streamlining your SME or Start up and allowing your SME to scale fast.

workXmate provides one of the best CRM using SaaS (Software-as-a-Service) framework, leveraging the secure cloud computing services of Amazon Web Services.

Get Started on the cloud and transform your Sales Force Automation & customer support with our leading edge SaaS CRM for SMEs.

How will workXmate Cloud CRM Accelerate Growth of my Small/ Medium Business?

workXmate CRM software brings you the best practices and Online CRM tools at affordable price. It is an enterprise level CRM customizes for SMEs.

workXmate CRM captures leads from your website and converts them to tasks until payments are received. The tasks to be performed by your sales force are available on your dashboard and they also receive notifications, ensuring that no leads are lost for reasons other than those beyond your control.

workXmate Cloud CRM software provides you best of breed automated business processes, highlighting important client related data, ensuring greater client satisfaction.

workXmate customer relationship management software is cloud based, so it frees up your sales force from traditional admin activities, and focussing on lead generation, deal closure and ensuring customer satisfaction.

workXmate on demand CRM software ensures Customer delight by providing you Customer Service & Support tools. Your Customers can submit customer support requests or tickets from your web site. You can then assign cases/tickets to the customer support team members, access past solutions to customer cases, escalate support requests, direct customers towards FAQs, adhere to service-level agreements, and get insight into product or agent that needs improvement.

The cloud CRM solution from workXmate is seamlessly integrated with ERP consisting of Applications for Project Management, Human Capital Management, Knowledge Management & Intranet.

Small & Medium enterprises including Start ups across India, Australia, USA and Europe are Accelerating Growth by leveraging workXmate Cloud CRM.

Cloud CRM (Online CRM) vs On-Site CRM?

Traditional On-site CRM are being replaced by online CRM accessed through a web browser. The Online CRM are also known as web based CRM, hosted CRM, cloud CRM, SaaS CRM, or on-demand CRM. Small & Medium Companies as well as Start ups are moving to workXmate CRM cloud applications for Lead Management, Account Management, Activities Management, Opportunity Management, Order & Delivery Management, Invoice & Payment Management, Customer Support Management, FAQ & Knowledgebase Management to ensure that all interactions with current as well as future clients are successful and get recorded.

  • Web-Based CRM reduces Total Cost of ownership. workXmate Customer Relationship Management Software significantly lowers Total Cost of ownership by removing the upfront capital investment in Servers & Software as well as service costs related to customization, implementation and maintenance. In fact the total cost of ownership of workXmate CRM is lower than the total cost of ownership of Open source CRM or CRM point solutions.
  • Web-Based CRM for Rapid Deployment. workXmate Hosted CRM implementation takes just a few days compared to months with onsite client/server CRM software.
  • Web-Based CRM Makes replaces Customisation with Configuration. workXmate online CRM solution does not need any customization. It is designed to be Configurable by even non-technical users. You can configure the app in minutes using an interface designed for Self Service.
  • Web-Based CRM Features Unlimited Scalability. workXmate provides a multitenant CRM solution hosted on Amazon, allowing you to scale your sales and support teams without high costs or delays.
  • Web-Based CRM Provides Free and Painless Upgrades. You always get to use the latest version of the web-based CRM system because deployment of new CRM features are instantaneous.