What We Offer in CRM Consultancy Services
With over 7 years of industry experience, Arth Consultancy Services specializes in customized CRM solutions tailored to your business goals. Whether you're implementing a new CRM system or improving an existing one, we ensure seamless integration, automation, and operational efficiency.
Key CRM Modules:
- Lead and Inquiry Management
- Follow-up Scheduling
- Quotation Generation and Sharing (Email/WhatsApp with Tracking)
- Order Management & Tracking
- Client Communication Automation
Ideal For:
- New businesses selecting their first CRM
- Existing users looking to upgrade or add automation features
- Organizations needing a custom CRM tailored to unique workflows
We assist you with CRM software selection, implementation planning, team training, and preparing a complete CRM requirement specification document that software vendors can easily follow.
Checklist Before Choosing a CRM:
- Excel Data Import Support
- Mobile App for Real-Time Alerts
- Email / WhatsApp / SMS Notifications
- Data Export Capability
- Third-Party Integrations
- Automation and Workflow Configuration