DiamTrade CRM

Brand : DiamTrade

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Save upto 28%, Get GST Invoice on your business purchase |
T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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DiamTrade CRM is a powerful business software designed to streamline your sales, marketing, and customer service efforts. With its comprehensive suite of features, it helps businesses of all sizes to manage their customer relationships more efficiently and effectively....Read more

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DiamTrade CRM Software Pricing, Features & Reviews

What is DiamTrade CRM?

DiamTrade CRM is a customer relationship management software that offers a wide range of features to help businesses manage their customers, leads, and sales teams. With its advanced AI capabilities, it enables you to automate repetitive tasks, predict customer behaviour, and provide personalised experiences. Designed for businesses of all sizes, DiamTrade CRM is easy to use, highly customizable, and integrates seamlessly with other applications.

DiamTrade CRM is a business software that provides features for managing leads, scheduling meetings, tracking emails, and more. It is suitable for all businesses, including startups, small businesses, medium businesses, and enterprises.

Why Choose DiamTrade CRM?

Centralised Customer Data Management: DiamTrade CRM provides a central platform to store and manage all your customer data, including contact information, purchase history, and communication logs. This eliminates the need for multiple spreadsheets or fragmented systems, ensuring a complete and up-to-date view of your customer relationships.
Automated Sales and Marketing Tasks: Automate repetitive tasks such as lead generation, email follow-ups, and appointment scheduling. DiamTrade CRM's automation capabilities free up your sales and marketing teams to focus on more strategic initiatives, such as building relationships and closing deals.
Detailed Reporting and Analytics: Gain valuable insights into customer behaviour through DiamTrade CRM's robust reporting and analytics tools. Track key metrics like sales performance, marketing campaign effectiveness, and customer satisfaction to make data-driven decisions that optimise your business processes.
User-Friendly Interface and Intuitive Features: DiamTrade CRM is designed with a user-friendly interface and intuitive features that make it easy for users to navigate and adopt. The software's simplicity and ease of use minimise training time and maximise productivity.

Benefits of DiamTrade CRM

Track customer interactions: Capture and store all interactions with customers across multiple channels, including phone calls, emails, live chat, and social media.
Manage customer preferences: Record and track customer preferences, such as communication channels, product interests, and purchase history.
Automated lead scoring: Assign scores to leads based on their behaviour and engagement, helping businesses prioritise the most promising leads.
Lead tracking: Track the progress of leads through the sales pipeline, from initial contact to closed deal.
Identify opportunities for proactive outreach: Use customer data to identify opportunities for proactive outreach, such as personalised email campaigns, targeted promotions, or special offers.
Tailor communication strategies: Personalise communication strategies based on customer preferences and behaviour to increase engagement and build stronger relationships.

Pricing Of DiamTrade CRM

DiamTrade CRM pricing is available on request at techjockey.com. The pricing model is based on different parameters, including the amount of bandwidth you need, the number of servers you need, and the features you need. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

DiamTrade CRM Features

Customer Data Management (CDM)

Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
Account Management Track and manage business relationships with key accounts and clients.
Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Marketing Automation

Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
API Access Customizable API for integrating with other business applications or extending CRM capabilities.
eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
Audit Trail Track changes and updates within the system for enhanced security and transparency.

AI & Machine Learning

Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.
Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).