Customer Relationship Management

Axolon CRM module essentially provides a central place where businesses can store customers and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers, helping the business to grow.

Be Highly Organized with Lead Details

  • Generate Codes

You get specific codes as an identification of each lead for your records and identification of particular lead.

  • Contact Details

Have the contact person name, company name, location and all other contacts numbers.

  • Job Delegation

You can also assign your sales person and the source etc for your records. Whether the lead is active or inactive can also be determine through a single click.

  • Timeline tracking

Date of lead initiation can be entered and also user can mention the last received lead date for internal optimization.

Define Activities for Leads

  • Create Activity

You can easily select the current & future activities for any specific lead by creating activities

  • Define Activity Type

Users are able to define the nature of an activity; dropdown menu gives you a list of activities like meeting with client, call follow up etc. to select from. Activities can also be customized.

  • Setup Date & Time

Setting up date & time for the leads activities, helps you to get notifications & reminders for your fixed schedules.

  • Customized Notes

If the user wants to further elaborate on the activity for better communication and understanding, it is do-able.

Organize Campaigns for Leads

  • Setting up Campaigns

The CRM module will generate a specific code; you can also give a customized name for unique identification of your campaign.

  • Define Budget Cost & Expected Revenue

This feature allows and helps the user to have a defined budget to and the expected revenue from the running campaign.

  • Setup Date & Time

Setting up date & time for the Campaign Details, helps you to get notifications & reminders for your campaign timelines.

Maintain Event Details

  • Setting up Events

The CRM module will generate a specific code; you can also give a customized name for unique identification of your event.

  • Choosing Event Types

Selecting the event types gives you options like whether you want organize a Road Show event or some other activity which you can select from the drop down menu options and can add up the your customized option.

  • Attendants List

A list of attendees can be compiled by adding attendees name to the Attendants List

  • Setup Date & Time

Setting up start & end dates and time for the event details helps you to get notifications & reminders for your campaign timelines.

Keep an Eye at the Opportunities

  • Setting up an Opportunity

The CRM module will generate a specific code; you can also give a customized name for unique identification of your event.

  • Choosing Opportunity Stage

Selecting the opportunity stage gives you options like whether the opportunity is in negotiation stage, review stage or some other which you can select from the drop down menu options and can also add up your customized option.

  • Ownership of Opportunity

This defines who brought the lead and hence is the owner of the particular opportunity, ownership can be re-assign as well at this stage.

  • Define Expected Revenue of Opportunity

This feature allows and helps the user to have a defined budget to and the expected revenue from the running campaign.

  • Setup Date & Time

Setting up start & end dates and time for the opportunity details helps you to get notifications & reminders for your opportunity timelines.

  • Customized Notes

If the user wants to further elaborate on the opportunity for better communication and understanding, it is do-able.

Try AxolonERP Yourself

  • Save time

Reduce workload, save hundreds of hours every year by using smart ERP software to manage your business.

  • Reduce costs

Eliminate paperwork, and save thousands by simplifying the internal process and empowering your employees.

  • Engage Employee

Whether on mobile or desktop. Your employees will love using our simple and intuitive user interface.