Roongta CRM

Roongta's mobile CRM app acts as your personal sales tool, keeping you in the know whether you're at your desk or on the move. Streamline your workday by adopting a mobile CRM system.

The CRM app takes care of your CRM requirements on the go, and helps boost mobile sales productivity with features like search, call, email, check-in, locate leads nearby, and notifications. With a highly interactive, user-friendly interface, Roongta's mobile CRM is perfect for field sales.

Start your day with an overview of your scheduled activities, and plan your workday accordingly. View all your upcoming calls and meetings and overdue activities.
Quick Communication and Material sharing
Use predefined email and sms templates and share them using SMS, Email. Reach with your clients easily and forward information quickly.

Client Profile Creation and Tracking

Associate Profile Creation and Tracking

Lead Management

Request / FeedBack Management

Timeline of User

Social Media Share

Workbook


Day to Day work reflection of App User


Feedback


From admin feedback to App User


Lead


Follow Ups, Reminders,Lead status





To Do List

Day Planner, Task- Details, Date of Completion (DOC), Overdue tasks



Quick Search

Search any prospect directly



Automations




SMS/Email Rule base,Birthday Sms, Anniversary Sms


Contact Book

Activity Cycle

Client and Associate WorkBook Tracking