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SAN CRM

Brand : San Software

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SAN CRM is a customer relationship management software helping start-ups, SMBs, and enterprises with contact and sales pipeline management. SAN CRM optimizes business operations by improving customer interaction and converting lead opportunities into sales. CRM software provides an easy login porta...Read more

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SAN CRM Software Pricing, Features & Reviews

What is SAN CRM?

SAN CRM is a customer relationship management software helping start-ups, SMBs, and enterprises with contact and sales pipeline management. SAN CRM optimizes business operations by improving customer interaction and converting lead opportunities into sales. CRM software provides an easy login portal for submitting and reviewing tickets, sharing files, and viewing the knowledge base.

SAN CRM call center software is a one-touch platform for managing leads, quotes, customers, and invoices. SAN CRM further assists with inventory notification, sales insights workflow automation for sales, contact management and opportunities tracking. Other popular modules of SAN CRM software are incentives module, target management, notification schedulers, and more.

Why Use SAN CRM Software?

  • Sales workflow automation
  • Pre-built insights and reports for sales
  • Periodic sales reports & charts
  • Built-in customer portal for sharing files and reviewing tickets
  • Preparing support cases for auto-assigning those to the right agents
  • Tracking of opportunities and visualizing the sales pipeline

Benefits of Using SAN CRM

  • Best for tracking sales and managing leads & surveys
  • Helps set and manage sales target for enhancing sales and improving profits
  • Simple interface for generating invoices and quotes in PDF format
  • Powerful incentive module for calculating a team’s performance

Key Functionalities of SAN CRM Software

  • Quotations, and leads management
  • Notification schedulers
  • Follow up alerts & to do lists
  • Customer management
  • User login history
  • Inventory notifications
  • Incentive modules

How Does SAN CRM Work?

The latest version of SAN CRM is primarily used for managing leads, invoice, contacts, customer, quote, etc. SAN CRM software has an intuitive interface and is simple to use. SAN CRM can be easily integrated with your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take online SAN CRM demo at Techjockey.com.

How to Use SAN CRM?

Get started with SAN CRM in 5 simple steps:

Step 1: Buy SAN CRM installation key from techjockey.com

Step 2: Directly login through the official website (web-based)

Step 3: Sign up & create your account

Step 4: Add users & assign permissions

Step 5: Get started with SAN CRM

SAN CRM Pricing

SAN CRM price is available on request at techjockey.com.

SAN CRM price may vary based on factors like customization, additional features required, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.

SAN CRM Pricing & Plans

SAN CRM price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

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SAN 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 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.

Sales Management

  • 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 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.
  • 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 Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

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 Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • 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 Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.

Collaboration Tools

  • 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 Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • 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 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 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 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 Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • 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.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

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).

SAN CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS
  • DesktopMobile
  • Web-Based, Perpetual
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

SAN CRM Reviews

91%

Have recommended this product

Overall Score

4.6/5
Based on 7 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

DM

Dinesh Mahinpal

Verified reviewer:linkedin_verify

User

Reviewed on: Feb 25, 2019

4.6/5

“Track your sales on the go”

Pros :

Cons :

Features

4.5/5

Value for Money

4.5/5

Customer Support

4.5/5

Ease of Use

5/5

Likely to Recommend

9/10
BP

Bhanu Pande

Verified reviewer:linkedin_verify

User

Reviewed on: Jan 7, 2019

4.5/5

“Perfect for SME”

Pros :

Cons :

Features

4.5/5

Value for Money

4.5/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

9/10
LS

Lokenath stores

Verified reviewer:linkedin_verify

User

Reviewed on: Mar 16, 2017

4.4/5

“Great idea”

Pros :

Cons :

Features

4/5

Value for Money

4.3/5

Customer Support

4.5/5

Ease of Use

4.4/5

Likely to Recommend

8/10

San Software Company Details

Brand Name San Software
Information San Software
Founded Year 1999
Director/Founders Jagwant Singh
Company Size 1-100

SAN CRM FAQ

A SAN CRM provides case management, CRM, sales report, push notification marketing, feedback generation, project management, et cetera.
A SAN CRM call centre CRM software pricing is available on request at techjockey.com.
A SAN CRM call centre CRM software is compatible with Windows, iOS and android operating system.
A SAN CRM call centre CRM app is available for iOS and Android.
A SAN CRM call centre CRM software supports web-based/perpetual deployment.
A SAN CRM call centre CRM software is typically used in telecommunications, healthcare, start-ups, BPOs and more.
A SAN CRM call centre CRM software demo is available for free with techjockey.com.
A SAN CRM call centre CRM software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A SAN CRM call centre CRM software installation is not required, as it is web-based.?Just open the Setup Wizard to get started.
A SAN CRM call centre CRM software helps with case, customer relations, opportunity and survey management. It's a complete solution for accounting, invoicing and sales tracking.

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