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by : San Software


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SAN CRM logo


by : San Software

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Brand: San Software

Type: Software

Operating System: Windows, IOS

Free Trial Available: No

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SAN CRM Software Overview

What is SAN CRM?

SAN CRM is a software that offers strategies and technologies to study your customer interaction and movement. It helps you retain more customers. San customer relationship management software works wonderfully to boost your business. 

San customer relationship management gives you accounting features for you to work with; it makes tracking your business expenses easy and straightforward. Also, it generates GST compliant invoices for every transaction. You can track sales of your shop and see which customers are regular to produce exclusive discount coupons for retention. It also markets your business growth by marketing your business with availing new offers and price discounts to reach out to new customers. San customer relationship management software comprehensively studies your business and gives you the reports for your understanding and helps you make necessary changes 

Features of SAN CRM

The Sancrm helps manage 360-degree history and details of each contact that includes name, address, job designation and responsibilities.

  1. Track Opportunities: Easy tracking system to explore better opportunities for enhanced business sales.
  2. Support Cases: This solution helps the user to create support cases from different channels and auto-assign to agents.
  3. Service-Level Agreement: The user has the access to create and apply SLAs to cases that auto-escalate when they feel the risk of being violated.
  4. Sales + Support: The Sancrm provides sales teamwork that helps effortlessly to convert your potential customers. It also includes all the sales operations such as sales quotation to order confirmation, generating invoices.
  5. Manage Projects: It helps create customer associated projects from the first day to the last.
  6. Sales Workflow Automation: This module consists of sales workflow with impressive feature like automate record creation. It also allows users to update mandatory fields and notifications.
  7. Sales Insights: This solution provides the user with pre built sales insights that help sales team with better understanding, arranging and interacting with latest leads to close deals faster.
  8. Customer Portal: Sancrm helps customers to get complete access to the portal, they can review their tickets and can also share files.
  9. Custom Modules: It allows users to customize new modules, relationships and workflows according to the requirements.

SAN CRM Features

  • checkbox Manage Contacts Save all your contact details through the San customer relationship management software. It also helps you send them SMS alerts
  • checkbox Track Opportunities Trace all the chances of increasing foot fall in your store front and boost your business. See for opportunities to tap into and
  • checkbox Support Cases Build support cases from any channel, auto-assign them to agents.
  • checkbox Service-level Agreement Create and apply service-level agreements, which automatically escalates them when they’re at the risk of getting violated.
  • checkbox Sales+Support Take care of all your sales and customer support guidelines with one software. San customer relationship management gives you a
  • checkbox Manage Projects Materialize your projects and manage them from a single place with San customer relationship management. You can manage all your
  • checkbox Sales Workflow Automation It is easy to maintain your sales workflow as San customer relationship management automizes the workflows and generates report
  • checkbox Sales Insights All your sales figures are turned into detailed reports that gives you an in-depth understanding of things you are doing right
  • checkbox Customer Portal Provide your customers a portal to interact and receive feedback from your customers.
  • checkbox Support Reporting & Insights See already built support insights or create and schedule periodic reports and charts.
  • checkbox Quotes ,Invoice & Inventory Store products and services, use them to build custom quotes, invoices, and sales orders.
  • checkbox Custom Fields Build new modules, relationships, and workflows.

SAN CRM Plans & Pricing

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Explain their software features better so that you make the right choice for your business

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With so many options, our tech-experts help you select the right match for your business in terms of features and budget

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SAN CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows, IOS
  • Desktop, Mobile
  • Web-Based, Perpetual
  • All Industries
  • All Businesses
  • English

SAN CRM Reviews

Likelihood to Recommend


Have recommended this product

Customer Reviews
star star star star star 4.65 out of 5
7 customer ratings
5 star
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4 star
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3 star
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2 star
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1 star
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We love to hear from our buyers! If you have used the solution already, why not share your thoughts and help others make the right purchase.
Dinesh Mahinpal
25, Feb 2019
star star star star star
San CRM is one of the best sales tracking tools. It additionally provides services like survey and case management. The best thing I found about them is their customer support and the software is loaded with gigantic accommodating features. I found it to be the best value for money.
Bhanu Pande
07, Jan 2019
star star star star star
Super affordable for the amount of tools, features and applications it includes. Great user interface
Lokenath stores
16, Mar 2017
star star star star star
Jaclyn was very helpful and steered me to a software company that fit our needs perfectly. I probably would never have found this software searching on my own. Highly recommended.
Koushik Ghosh
15, Aug 2018
star star star star star
very efficient, good information and contacts
Arjun Mittal
01, Jul 2018
star star star star star
I strongly recommend you do use this service.

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Articles for SAN CRM

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Q. What are the main features of San Customer Relationship Management? arrow

A. San Customer Relationship Management provides case management, CRM, sales report, push notification marketing, feedback generation, project management, et cetera.

Q. How much does San Customer Relationship Management cost? arrow

A. San Customer Relationship Management price varies on several factors such as type of operations, size of operations, et cetera. To know more details about price please request a call. Our team will get in touch with you at the earliest.

Q. Is San Customer Relationship Management available for smartphones? arrow

A. Yes, San Customer Relationship Management is available for android smartphones.

Q. Is San Customer Relationship Management a subscription-based software? arrow

A. No, San Customer Relationship Management is available as a single buy software.

Q. Is San Customer Relationship Management a cloud-based software or on-premise type? arrow

A. San Customer Relationship Management is a completely on-premise type software.

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