CRM for IT Industry

Why CRM is must for IT Companies?

In the world of IT, being precise and professional is a must. But running an IT business, especially when serving demanding enterprise and mid-enterprise clients, can feel challenging.

That's where CRM comes in. CRM can streamline your business operations, making sales easier, improving customer support, and setting the stage for long-term growth.

How CRM can help IT Companies?

CRM possesses the capability to manage a diverse array of business processes, encompassing Sales Management, Service Management, Marketing Management

Sales Management

Contract Management

Customer Service & SLA Management

Quotation Management

Sales Management
Contract Management
Customer Service & SLA Management
Quotation Management

Sales Management

Team Tracking

Monitor your sales team's performance and identify top performers. Detect what went wrong in each deal & identify improvement areas.

Optimise Lead Qualification

Set a qualification process at Lead Level to ensure that your sales team focuses only on leads with the highest potential.

Makes Sales Segmentation

Segment your sales data by business unit & product category. Create targeted strategies to ensure your sales efforts align with your goals.

Get Funnel Visibility

Gain a clear, real-time view of your sales funnel. Track leads, opportunities, at each stage & make informed decisions.

Maximize Cross-Selling

Identify opportunities to cross-sell to your existing customer. Increase your revenue by selling more to the existing customer.

Enhance Collaboration

Facilitate communication between your sales team and pre-sales teams to ensure that they develops a proposal that addresses customer's need.

Contract Management

Manage Contracts

Easily keep track of contract renewals, subscriptions, and annual maintenance contracts (AMCs) from the CRM.

Auto generate PMS Tickets

With auto generated preventive maintenance service (PMS) tickets, minimize downtime, boost Client Satisfaction.

Enhance Collaboration

Get automated reminders about contract expirations from CRM. Make take timely actions and prevent revenue losses.

Automate Renewals

Automate contract renewals and get timely reminders and notifications through CRM. Never miss a contract expiration date.

Link your Contracts

Connect your contracts to appropriate opportunities and quotations within the CRM. Get holistic view of revenue pipelines.

Increase Renewal Rates

Implement a feedback mechanism to gather client input, ensuring high renewal rates and client satisfaction

Customer Service & SLA Management

Enhance Relationship

Proactively address client needs by offering preventive maintenance services. improve client trust & minimizes downtime.

Warranty & AMC Support

Effectively handle warranty claims and annual maintenance contract (AMC) support to fulfill your contractual commitments.

Flexible SLA Customization

Set SLAs based on product, contract, customer, or other parameters to meet commitments.

Auto Ticket Allocation

Automatically generate & allocate service tickets coming from various sources, including emails and other channels.

Customer Portal Acces

Enhance transparency and enable your customer to track support requests by giving them access to your Customer Service Portal.

Effective SLA Enforcement

Enforce strict service level agreements (SLAs) both externally with clients and internally within your team.

Quotation Management

Set Approval Flow

Set a approval system in your organization to ensure that all quotations meet the required standards before they are sent to clients.

Sync Quotations with ERP

Seamlessly sync your final approved quotation with your ERP as sales orders or invoices.

Items Grouping and BOM

Group items & create bills of materials seamlessly within the CRM. Simplify complex quoting processes and ensures accuracy.

Quotation Revision Tracking

Keep track of quotation revisions. Ensure that your clients receive accurate and up-to-date proposals.

Manage Product Masters

Efficiently manage product masters, including category, vendor, price, taxes, descriptions, images and more.

Product-Item Master Sync

Sync Product masters with your ERP system to maintain consistency in product data and pricing.

Contract Management

Manage Contracts

Easily keep track of contract renewals, subscriptions, and annual maintenance contracts (AMCs) from CRM.

Auto generate PMS Tickets

With auto generated preventive maintenance service (PMS) tickets, minimize downtime, boost Client Satisfaction.

Enhance Collaboration

Get automated reminders about contract expirations from CRM. Make take timely actions and prevent revenue losses.

Automate Renewals

Automate contract renewals and get timely reminders and notifications through CRM. Never miss a contract expiration date.

Link your Contracts

Connect your contracts to appropriate opportunities and quotations within the CRM. Get holistic view of revenue pipelines.

Increase Renewal Rates

Implement a feedback mechanism to gather client input, ensuring high renewal rates and client satisfaction

Customer Service & SLA Management

Enhance Relationship

Proactively address client needs by offering preventive maintenance services. improve client trust & minimizes unplanned downtime.

Warranty & AMC Support

Effectively handle warranty claims and annual maintenance contract (AMC) support to fulfill your contractual commitments.

Flexible SLA Customization

Set SLAs based on product, contract, customer, or other parameters to meet commitments.

Auto Ticket Allocation

Automatically generate & allocate service tickets coming from various sources, including emails and other channels.

Effective SLA Enforcement

Enforce strict service level agreements (SLAs) both externally with clients and internally within your team.

Customer Portal Acces

Enhance transparency and enable your customer to track support requests by giving them access to your Customer Service Portal.

Quotation Management

Set Approval Flow

Set a approval system in your organization to ensure that all quotations meet the required standards before they are sent to clients.

Manage Product Masters

Efficiently manage product masters, including category, vendor, price, taxes, descriptions, images and more.

Quotation Revision Tracking

Keep track of quotation revisions. Ensure that your clients receive accurate and up-to-date proposals.

Items Grouping and BOM

Group items & create bills of materials seamlessly within the CRM. Simplify complex quoting processes and ensures accuracy.

Product-Item Master Sync

Sync Product masters with your ERP system to maintain consistency in product data and pricing.

Sync Quotations with ERP

Seamlessly sync your final approved quotation with your ERP as sales orders or invoices.

Why Choose Sangam CRM?

Our CRM has advanced functionalities of ITSM tools which are designed in accordance with ITIL.

Web and Mobile App Accessibility

Schedule, plan, and log meetings from the web and mobile.

Create & Send quotations on the go from Mobile CRM

Get actionable insights from Web & Mobile App dashboard

Expand CRM with APIs and Integrations

Bring Leads from email & Website to CRM.

Connect seamlessly with WhatsApp, Email, and SMS.

Integration with your Favourite Apps

Integrate CRM with Call Center Solutions

Get Real-time dashboard reporting.

Dialer & IVR solutions.

Click-to-call and call popup.

Adaptable, Scalable, and Customizable

Design for Hybrid workspace.

Easily Configure every aspects of CRM through Our Low-code no code Admin Panel.

Extend our CRM capabilities through API integration

Book Demo

Seamless Integration with Sangam CRM

Integrate Sangam CRM with your Favourite Apps

Customer Success Story

Watch the customer success stories of our existing CRM Users of IT Industries & Know how we help them achieve their business goals and address their challanges