CRM
A complete 360-degree view of your customers. Manage the entire lifecycle from lead generation and opportunity tracking to post-sales support and ticketing.
Why CRM?
Seamlessly integrated into the Hevra ERP platform, this module provides enterprise-grade capabilities tailored for your specific operational needs. Say goodbye to these common bottlenecks:
- Fragmented customer data
- Missed sales follow-ups
- Disconnect between Sales and Support
Core Capabilities
Explore the robust features powering the CRM module, designed to automate your operations and scale with your enterprise.
Lead & Opportunity Management
Track the entire sales pipeline, probability, and forecasted revenue.
Omnichannel Support Desk
Manage customer tickets, SLAs, and support metrics in one place.
Customer 360 Profile
View all orders, invoices, tickets, and communications for a specific account.
Marketing Automation
Run targeted campaigns, track engagement, and score leads automatically.
End-to-End Workflow
Lead Capture
Leads flow in from the website, events, or manual entry and are routed to reps.
Sales Conversion
Opportunities are nurtured, quoted, and converted directly into Sales Orders.
Post-Sales Support
Customer portal access enables clients to log tickets and track their requests.
How CRM Works
By natively connecting all processes within a single database, Hevra eliminates data silos. This means data captured at the source flows seamlessly through the organization without manual re-entry.
Natively Integrates With
Ready to transform your CRM operations?
Schedule a customized demo to see exactly how Hevra ERP solves your unique business challenges.