CRM Solutions
Cloud-based Affordable SaaS for Lead Management, On-Site Visit Planning and Reporting
UdyogX offers comprehensive CRM solutions that include lead management, visit planning, and activity tracking. Our platform helps businesses streamline customer interactions, organize sales visits, and track visit activities to optimize client engagement and boost sales efficiency.
Manage Leads
Efficiently organize and track leads to optimize conversion rates
Create Proposals
Craft tailored proposals to effectively communicate your offerings and win clients
Upload Documents
Easily upload and manage documents for secure storage and quick access
Lead Reminders
Set reminders for timely follow-ups on leads to maximize opportunities
Lead Reports
Generate lead reports to analyze performance and conversion metrics
Schedule Visits
Efficiently schedule visits to ensure organized appointments and follow-ups
Visit Report Submission
Submit visit reports for accurate documentation and tracking of interactions
Access Control
Manage user access levels and permissions to enhance security
Integrated Notification
Streamline communication with integrated notifications across all channels
25+ Addons to Extend Features
Attendance, Announcement, Survey, Examresult, Employee, Leave Application, Online Test, Event Manager and more than 25 addons available to extend features.