Customer data is not less than a gold mine no matter where it lies in excel sheets, mobile phones, CSVs or even other CRMs. Believe us, MeraCRM team's engineered import engine get your data in most simple way.
Import data from any
datasource into MeraCRM
MeraCRM bulk action gives you
the option to add,
some more information
to your imported data.
MeraCRM helps you to match the
columns of the imported,
data with its and set
headers with that of MeraCRM.
"Should we do sales or data entry" is the most echoed complaint of salespeople in every company in all industries. We took it loud and clear and simplified lead entries in minimal way and now you only need to enter the details you have.
Fast lead entry by adding the information that we have about the inquiry
After spending a whole day in the field, even in bad weather visiting cards entries in the evening into the CRM becomes hectic. MeraCRM simplifies it all. Just fill up one simple form which creates Person, Client and Lead in a minute.
A single visiting card entry to create a Person, Lead and Client at the same time.
We've seen people checking their call logs and feeding them into CRM. Don't you think our smart phones should be smart enough to do this job? MeraCRM Mobile App helps you just not to sync call logs, but also allows you to create follow ups as you finish the call with your clients.
No CRM can hold all customer data that business wants to store. They have defined forms and fields. What if you want to store additional data along with customer details? MeraCRM brings Custom forms and fields for better data organization and allows you to search data with custom fields too!
Custom Fields and Forms
to add the extra
information to the existing data.
Choose your Custom Forms and add it to Person,
Client, Lead and Support when required.
Choose the Custom Fields that you
need while creating a Custom Form.
Highlight the Custom Field of the custom
form so that it can be used easily.
You can view all the Custom Forms
that areadded to a particular Person
at the same time.
View all the details of the
Custom Fields of a
Custom Form added to
a particular Person.
We Indians not only do business by reference, but we also recall customers by their unique things. MeraCRM Tags and Ribbons help you mark customers with references and seven color codes. This means unlimited ways to categorize customers for marketing and sales!
Create different Tags for Person,
Client, Lead and Support
depending on the requirement.
Use colored ribbons to represent different characteristic,
of Person, Client, Lead and Support.
Categorize your customer or Lead
for better, business using
Tags and colored Ribbons.
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