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Wortal CRM Lead
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Wortal CRM

Brand : Flourish International

Starting Price:

₹ 300 excl. GST

₹ 354 incl. GST

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Wortal CRM is a simple customer relationship management software for managing customer interactions, leads, products, and inventory. ...Read more

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Wortal CRM Software Pricing, Features & Reviews

What is Wortal CRM Software?

Wortal CRM is a customer relationship management software. It maintains business and customer data securely in a database. The data helps us to understand the customers' preferences and serving them better. This database contains details of customers, preferences, sales data, queries, resolutions, etc. Customer service agents use this data to get customer-related information and business information and use it to resolve queries. It supports the business with various sales, marketing, and customer service aspects. The software helps manage workflows with automation and complete tasks efficiently. The interface is user-friendly and customizable. Its dashboard gives an overview of the key business metrics and performance indicators. It allows the management of multiple businesses and multiple branches through a single platform.

It has various modules allowing users to access and manage different features. Its customer management feature allows recording and monitoring of every customer interaction, such as calls, emails, meetings, etc. Through this, it allows an understanding of their needs and preferences. It helps lead management by generating leads, classifying them based on set qualification rules, and nurturing leads from various sources. It assigns leads to various sales agents and helps them to track their progress in promoting conversions. It organizes company products into different categories, such as type, price, features, etc., and manages customer inventory, pricing, and promotions. It helps in stock management, transfers stocks on need from one warehouse to another, and provides stock status at any time.

Why Choose Wortal CRM Software?

  • Manage multiple outlets: Use it to manage customers, products, and inventory across multiple outlets and manage customer relationships from a single interface.
  • Lead management: Track and follow leads collected from online channels and send creative promotion messages to potential customers.
  • Product categorization: Use it to categorize and price products based on different customer segments and markets.
  • Resolve customer complaints: Allows for the recording and resolving of customer complaints and queries with a database containing business and customer data.
  • Evaluate sales: Monitor and evaluate the sales team's business revenue performance through sales reports, business reports, and dashboards.

Benefits of Wortal CRM Software

  • Customer satisfaction: It helps increase customer satisfaction by quickly resolving their issues and providing better services.
  • Better conversion: Helps increase sales revenue by generating and converting more leads through better lead management.
  • Automation: It provides automation support that helps to save time and resources by managing tasks related to sales and service processes.
  • Product management: Allows the optimization of product management by categorizing, pricing, and promoting products based on market and customer segments.
  • Better inventory management: Allows better inventory control by transferring and tracking real-time stock information across different locations.

Wortal CRM Pricing

Wortal CRM price in India starts at INR 300. It has multiple pricing plans and caters to a diverse customer base.

For subscription-related details and offers on premium packages, please request a call back from our product experts.

Wortal CRM Pricing & Plans

Basic
    • Licenses
    • Monthly

Calculated Price (Exclusive of all taxes)

₹ 300

Wortal CRM Features

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 Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • 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 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 Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • 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.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • 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 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.

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 Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • 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.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • 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.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • 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.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

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.

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 Quote Management Create and send professional quotations and messages to customers for promotion.

Wortal CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Integration Supported:
  • Ubuntu Windows MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Live Chat, Communities
  • Videos
  • English

Wortal CRM Reviews and Ratings

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Flourish International Company Details

Brand Name Flourish International
Information WORTAL CRM is customer relationship management (CRM) software that helps businesses to streamline their customer management process. WORTAL CRM is efficient, scalable and powerful software which helps to increase efficiency, drive growth, and improve customer satisfaction.
Founded Year 2022
Director/Founders Flourish International
Company Size 1-100 Employees

Wortal CRM FAQ

A Wortal CRM is compatible with Windows, Ubuntu, Linux, and MacOS operating systems.
A The Wortal CRM app is available for Android mobile devices.
A Wortal CRM supports web-based deployment.
A Wortal CRM pricing starts from Rs. 300 at techjockey.com.
A Wortal CRM is typically used in retail, e-commerce, and manufacturing industries by sales and service professionals for managing customer interactions, leads, products, and inventory management.
A The Wortal CRM demo is available for free with techjockey.com.
A Wortal CRM offers a free trial. However, the premium plan with advanced features starts at Rs. 300.
A Wortal CRM installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A Wortal CRM helps with customer relationship management and supports lead generation, product management, and inventory management to boost customer relationships.

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