Sangam Mobile CRM

Sangam Mobile CRM is one of the best mobile crm applications available which manages all the tasks related to Marketing,Sales and Service. Track visits, tasks, Emails, etc. Manage Leads, Deals, Tickets, Contracts & Renewals.Build Customer database with Companies and persons module.

Out of the box integration: Email, WhatsApp & Tally ERP.

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Mobile CRM App Features:
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1). Automatically Relating calls to appropriate records in CRM, based on Caller ID.
2). Manage Sales Funnel, Open Enquiries and Deals based on User or Products.
3). Manager's Dashboard and Executive Dashboard.
4). Log Meetings with geo-location tagging and attach images as MOM.
5). Start new calls and emails with just one single Click.
6). Single click follow ups for Enquiries and Deals
7). Ticketing management using notification and unique one click check-in / checkout.
8). Task management.
9). Tag / Group management for Mass Emails.
10).Send Whatsapp to an unsaved number.
11).Create Enquiry / Contact / Account from Call and Message.
12).Import Contact from Phonebook as Lead / Contact in CRM and many more.
13).Introducing a new feature that allows users to send WhatsApp Campaign messages through automation using Accessibility Service permission (eg. User's are been requested for Accessibility Service Permission before using this feature and if the permission is permitted , they can use Automation functionality for sending whatsapp messages).
Important : We assure that app donot collect any of the sensitive of personal information while using this permission as it is been requested only for automated click gestures to be performed.

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Sangam CRM Features (Web & Mobile)
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1). Customer Data modules like: Companies & Persons.
2). Transactional data modules like: Leads, Opportunities, Tickets, RMA & AMC (Contract).
3). Activity Modules like: Email, visits, meetings, activity, Call, WhatsApp,
4). Completely secured with all the modern security features.
5). Out of the box Integrations: Tally, Sendgrid (Email), WhatsApp, Market Places (like Indiamart, tradeindia & Justdial) and others.
6). API available.

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Recent changes:
- Direct @Mentions: Tag teammates in record comments to trigger real-time notifications.
- Record Watchers: Watch or Favourite records to receive alerts when comments or key fields are updated.
- Last Interaction: Track the most recent interaction with records for better follow-up and visibility.
- MSP & MRP Price Calculation: Automated pricing calculations based on Minimum Selling Price (MSP) and Maximum Retail Price (MRP).