Empower Your Sales Team with BEETASOFT's Sales & CRM Module

Sales & CRM

CRM stands for “Customer Relationship Management” and is a software system designed to help business owners efficiently track all communications and nurture relationships with their leads and clients. For small businesses, CRM software replaces the cumbersome patchwork of spreadsheets, databases, and apps typically used to manage client data. Additionally, the organized information within a CRM enables powerful automation, enhancing organization, efficiency, time management, and reducing manual tasks.


  • Contact Management

    • Centralized Database: Stores customer information, including contact details and interaction history.
    • Segmentation: Groups contacts based on various criteria for targeted communication.

  • Lead Management

    • Lead Tracking: Manages potential customers from initial contact through the sales funnel.
    • Lead Scoring: Prioritizes leads based on predefined criteria to identify the most promising prospects.

  • Sales Automation

    • Automated Workflows: Streamlines repetitive tasks like sending follow-up emails and setting reminders.
    • Sales Pipeline Management: Visualizes and tracks the progress of sales opportunities through different stages.

  • Marketing Automation

    • Email Campaigns: Automates email marketing efforts, including personalized and scheduled emails.
    • Social Media Integration: Manages and tracks customer interactions on social media platforms.

  • Customer Support

    • Support Ticketing: Manages service requests and tracks the resolution of customer issues.
    • Knowledge Base: Provides a repository of information to help customers and support agents find answers quickly.

  • Analytics and Reporting

    • Performance Metrics: Tracks and analyzes sales performance, customer behavior, and marketing effectiveness. • Custom Reports: Generates detailed reports tailored to specific business needs for informed decision-making.