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R Plus CRM

Brand : Refux Software

Starting Price:

₹ 15,000 excl. GST

₹ 17,700 incl. GST

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Increase the productivity of sales and marketing by our CRM Software. You can boost your business using this software. This the CRM software for small business will manage the activities of tele calling, quotation preparation, follow-ups, invoice, billing etc. Sales and marketing team is playing an ...Read more

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R Plus CRM Software Pricing, Features & Reviews

Increase the productivity of sales and marketing by our CRM Software. You can boost your business using this software. This the CRM software for small business will manage the activities of tele calling, quotation preparation, follow-ups, invoice, billing etc. Sales and marketing team is playing an important role in all the business. customer relationship management software. Building a relationship with the customer starts with sales and marketing. The sales and marketing team will support the company to get new customers and order. If the company is not managing the team in a systematic way then R CRM will not be able to see the growth of the company. So managing the sales and marketing team is playing an important role in any company. CRM Software plays a good role to run the sales and marketing team in a systematic way. CRM is a software which will help the sales and marketing to work as a team as well as this will improve the productivity of the team. 

Product Features

  • Marketing - There are varies techniques to market a product. It might be Tele Calling or Campaign or advertisement etc. Let it be any kind of marketing technique, it should be evaluated. Then only you will get a clear idea that this kind of marketing helps your business to improve.
  • Manage your customers - Once you got a customer it is important to maintain the customer and contact detail future reference. CRM Software will automatically create customer and multiple contact detail against customer when you convert the tele calling status to enquiry. Also it allows you to import the customer and contact details from various portal.
  • Quotation Preparation - Normally preparing a quotation will take long time because we should know the product price first and then we have to calculate the tax according to the product. Then we have to describe the instructions or terms and conditions according to the customer.
  • Sales - When you got PO or approval for the quotation you have sent, you can convert that quotation to Sales. If it is a verbal communication then you can directly enter the sales detail. It is very important to analyze the sales once in a month, so CRM Software provides facility to do a deep analisis on your sales by customer or date range etc.
  • Invoice and Billing - TAX invoice will be automatically generated when you convert the quotation to Invoice. Multiple payment can be made against each Invoice. CRM Software will help you to get the list of non-paid invoices, partially paid, analize cash flow.
  • Lead Management System
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R Plus CRM Pricing & Plans

STANDARD
  • Contact Management
    • Quantity (License)

Calculated Price (Exclusive of all taxes)

15000
PROFESSIONAL
  • Contact Management
    • Quantity (License)

Calculated Price (Exclusive of all taxes)

20000
ENTERPRISE
  • Contact Management
    • Quantity (License)

Calculated Price (Exclusive of all taxes)

25000

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R Plus CRM Features

Customer Data Management (CDM)

  • 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.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.

Sales Management

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

Marketing Automation

  • 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 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 Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

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

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 Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • 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.

AI & Machine Learning

  • 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.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • 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 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.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • 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 Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • 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).

Others

  • icon_check Label Printing
  • icon_check Automated Responses
  • icon_check Order and Payment Notifications
  • icon_check Reminder Notifications

R Plus CRM Specifications

  • Supported Platforms :
  • Deployment :
  • Suitable For :
  • Language:
  • Windows
  • Web-Based, Perpetual
  • All Industries
  • English

R Plus CRM Reviews and Ratings

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R Plus CRM FAQ

A ou can manage customer information in Client module. Go to Client and click on Add Client to create a customer. Search option available for Client name, Landline number, Campaign, Sales Person, Reference, Designation, Email Id, Mobile Number, Contact Person, City, Area. We can add multiple contacts for each client in contact module. If you have customer or friends contact list in gmail, you can import those contacts by one click. To do that go to Import contact > click on gmail icon > enter login user id and password of your gmail account. After click on import it will import all the contacts from gmail and add it to contact list.
A RPlus CRM has a built in email option available in which you can send send email. Bcc is also available in email compose. There are two mail formats available, one is HTML(Default) and another one is Plain Text. In Email templates, you can setup mail format with attachment. This setup should be done only once. When you send email just select the template name which will populate the mail subject, body and attachment from the template. You do not need to enter those detail again, you can use this feature for sending company profile or product catalogs etc. In RPlus CRM you can also setup email signature for each mail in html and plain text format.
A To improve the team work it is important that the employees should be well trained and should have good knowledge. It is not required that everyone should be on same level in knowledge. But to do a team work with good knowledge and experience RPlus CRM provides an option that is Knowledge sharing through which you can share you knowledge or documents with your team. This will help you to reduce the training time to your team. Instead of explaining to the team, you can post the document in knowledge sharing and ask your team to go through that. Also you can post detail like problems and solutions, office rules and regulations, common documents, common photos etc.
A You can find all the quotations in view quotation whatever you create from opportunity module. If you do not want to create quotation from opportunity you can directly create from add quotation. You can search for a quotation by Quotation number, Customer name, if you want you can add more search fields in configuration. You can also add activities against each quotation. If you want to communicate with your team against the particular quotation you can use Post / Comments option. Quotation pdf is customizable, you can change the company information, terms and conditions and watermark in settings module.

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