CRM For IT Companies
Increase your IT Agency's team productivity and sales with WHSuites CRM solutions. Applicable for digital marketing, website development, software development, app development, and advertising agencies.
WHSuites Key Features For IT Industry
Implementing CRM software for IT companies improves client management, lead management, sales pipeline management, project tracking, task management, workflow automation, data-driven KPI & report analysis, customer retention, and data protection.
Bulk Import & Smart Lead Distribution
WHSuites has an inbuilt feature of assigning the leads automatically in bulk based on the departments, and team members. This special feature will save a huge amount of time in assigning the leads manually to each team member.
Google Lead Extractor Integration
WHSuites has a unique feature that one can extract data from the different Google business profiles. This feature helps marketing teams get contact details like phone numbers from business profile and approach clients for services.
Targeted Campaign Deployment
WHSuites IT CRM has integrated an inbuilt feature of running multiple marketing campaigns through bulk SMS, bulk email, and bulk WhatsApp. This specific feature increases the optimal engagement with all your tech leads.
Project Milestone & Task Management
Setting up project milestones and task management are the major productivity enhancers in the IT industry. WHSuites IT CRM has an inbuilt feature where one can assign regular tasks and set milestones individually to enhance overall performance.
Advanced Reporting
Reporting is crucial in enhancing the team member's productivity and learning curve. WHSuites has inbuilt features on which one can easily get real time updates on the lead status and the team tasks
Priority Lead Labelling
Task efficiency enhancement is the major key to WHSuites IT CRM feature. With these features, one can easily set high, medium, and low priorities for efficient task or lead management.
Interaction Logging & History
This feature helps in tracking all the communication from call to meeting MOM on a single click for each lead or client. One can easily check the complete interaction history of the client.
B2B Source Integration
WHSuites offers a feature in which one can fetch the leads from different sources like websites, and B2B Platforms like Clutch, Good Firms, Justdial, etc. You just need to provide the API for the platform to fetch the leads.
IT Industry CRM Checklist
By following this checklist, educational institutions can ensure a thorough evaluation and successful implementation of a CRM system tailored to their specific needs and requirements. Here's a checklist to guide the selection and implementation process:
Why choose WHSuites as your IT Industry CRM?
WHSuites IT CRM will not only benefit in increasing the sales of your IT company. But one can monitor small to large teams with ease in a single click. This tool has all the inbuilt features that can enhance overall growth of your company.
Project Milestone & Task Notes
Manage, maintain, and schedule the project milestones or tasks with detailed history.
Document Management
Manage and attach the contracts, and documents of projects directly to each leads
Monthly Sales Target Tracking
Set the monthly sales target for each team member and monitor the performance in a single click.
Proposal Generation
Create proposals for the IT services with ease in the CRM itself and send them to leads or clients.
WhatsApp Meta Integration
Integrate the Whatsapp marketing campaigns and fetch leads in the CRM itself for better conversion.
Sales Report
Generate or automate the daily sales report for all the team members.
Invoicing & Order Processing
Generate the performa invoices and purchase orders through CRM & send them to clients.
Automated Welcome Message
Send the onboarding messages or welcome greetings with a single click through Whatsapp, SMS, or Email.
An Experience Love to Talk About
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Frequently Asked Questions
Find the answers to the questions that an IT company owner or manager has to find in a CRM software.
Yes, WHSuites IT CRM has all the necessary features in which one can not only manage the project but one can easily enhance the client coordination.
WHSuites has inbuilt functionalities like task management, lead tracking, Project milestone, team tracker, client history that are tailored for IT workflow. This tool provide solution to complex task with ease.
The platforms that provide API to fetch the data can be integrated. For example, if you have the API Key to fetch the leads from clutch, justdial, good firms, etc. then you’ll fetch and manage all the leads automatically on our CRM.
It depends on the things that you want to customize. WHSuites IT Companies CRM has the feature of customization of labels etc.
Yes, WHSuites CRM for IT companies is specifically developed to manage the multiple tasks of singe and different clients simultaneously. You can set timelines of a projects, deadlines of the tasks and project progress tracking on real time basis.
Our CRM software is mobile-friendly you can use it on the mobile version.
The pricing of the CRM software for IT Companies depends on the users. We have user-specific prices so that anyone can afford it. You can check all prices by visit our pricing page.
