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Edge CRM is an AI-powered customer relationship management platform designed to enhance productivity and sales efficiency. It offers tools for lead management, sales tracking, reporting, and workflow automation, making it ideal for businesses of all sizes....Read more

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edge CRM Software Pricing, Features & Reviews

What is Edge CRM?

Edge CRM is a cloud-based customer relationship management (CRM) solution tailored for businesses seeking to streamline their sales, service, and marketing operations. Designed by salespeople for salespeople, it combines AI-driven tools with customizable features to help businesses manage leads, automate workflows, and forecast customer trends effectively. The platform provides a 360-degree view of customer interactions, enabling businesses to build stronger relationships and improve customer retention.

With its intuitive interface and mobile compatibility, Edge CRM is easy to use and accessible on the go. It is suitable for businesses across industries such as pharmaceuticals, manufacturing, consulting, and e-commerce. Its robust data security measures and actionable insights make it a reliable choice for organizations aiming to optimize their CRM strategies.

Why Choose Edge CRM Software?

  • AI-Driven Insights: Leverage AI-powered tools for lead qualification, sales forecasting, and real-time analytics to make informed business decisions.
  • Customizable Dashboards: Tailor dashboards to suit your business needs and gain a holistic view of performance metrics and team activities.
  • Streamlined Workflow: Automate repetitive tasks like data entry, follow-ups, and reporting to save time and boost efficiency.
  • Mobile Compatibility: Access your CRM data anytime with the mobile app, ensuring seamless updates and real-time collaboration.
  • Enhanced Security: Protect sensitive data with encryption during transit and at rest, along with role-based access controls.
  • Industry Versatility: Designed for various sectors like manufacturing, consulting, pharmaceuticals, and e-commerce.
  • User-Friendly Interface: Simplified navigation ensures easy adoption by teams with minimal training required.

Benefits of Edge CRM

  • Improved Sales Efficiency: Automate lead scoring and follow-ups to ensure no opportunity is missed while shortening the sales cycle.
  • Enhanced Customer Engagement: Access detailed interaction histories to deliver personalized experiences that foster loyalty.
  • Actionable Reports: Generate over 256 types of reports to analyze performance metrics and forecast upcoming challenges effectively.
  • Seamless Integration: Connect with ERP systems, email marketing tools, and other platforms for centralized data management.
  • Time-Saving Automation: Automate tasks like proposal creation and document management to focus on strategic activities.
  • Data Security Assurance: Benefit from advanced encryption protocols and regular vulnerability assessments for secure operations.

Pricing of Edge CRM

Edge CRM pricing 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.

edge CRM Pricing & Plans

edge CRM price is available on request

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edge CRM Features

Customer Data Management (CDM)

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

Sales Management

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

Marketing Automation

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

Data Sourcing / Integrations

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

Collaboration Tools

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

Security & Compliance

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

AI & Machine Learning

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

Reporting & Analytics

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

Alerts & Notifications

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

edge CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Enterprises, SMEs
  • English

edge CRM Reviews and Ratings

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Tantragyan Technologies Pvt Ltd Company Details

Brand Name Tantragyan Technologies Pvt Ltd
Information We at edge provide you with AI based Solution to streamline your sales process and help you to grow your sales by approx. 35%. We have had many successful implementation stories in different industry verticals.
Founded Year 2016
Director/Founders Ravindra Warang, Pragnesh Lodaya
Company Size 1-100 Employees

edge CRM FAQ

A edge CRM supports multiple operating systems, including Windows, Mac, iOS, and Android.
A Yes, edge CRM is available as a mobile app for both Android and iOS users.
A The starting price of edge CRM is available on request at techjockey.com. Contact techjockey.com for detailed pricing information tailored to your business needs.
A Edge CRM is designed for salespeople and businesses across various industries such as pharmaceuticals, manufacturing, consulting, and chemicals. It helps users streamline sales processes, manage leads, forecast trends, and improve customer engagement through AI-driven tools and analytics.
A A free demo of edge CRM is available at techjockey.com. You can contact techjockey.com to explore trial options for the product.
A Yes, edge CRM is suitable for small businesses as it offers customizable features like lead management, sales pipeline tracking, and marketing automation that help streamline operations and improve productivity.
A Edge CRM provides robust security features such as data encryption (both in transit and at rest), role-based access control, regular backups, and compliance with ISO 27001 & 9001 standards. These measures ensure data privacy and protection against unauthorized access.
A Edge CRM works by centralizing customer data to provide actionable insights. It automates sales processes, manages leads, tracks customer interactions, and forecasts trends using AI-driven tools. This helps businesses improve efficiency and build stronger customer relationships.
A Edge CRM is widely used by industries such as manufacturing, pharmaceuticals, healthcare, marketing agencies, and distributors. It helps businesses automate workflows, improve sales efficiency, and enhance customer relationships.

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