Best CRM Software in Dubai - 2023

Opportunity Management in CRM

You can qualify the leads that are generated by the marketing team and promote them to the opportunity stage. In this stage, you can filter out the potential customers and the deals that they want. The Sales team can thus deal directly with the customers and send the quotations about the products to them.

With the help of automation in the workflow of the sales team, you can never lose track of any customer and clients that need your service or product. Assigning a person to each opportunity will help you get more customers and serve them well. Being a CRM solution provider company in Dubai UAE, we have designed this CRM software Dubai to meet all your Customer management requirements, especially in the Middle Eastern countries.

You can escalate this opportunity to a business proposal and also keep a record of all the follow-ups that need to be done.

CRM With Follow up Automation

The main function of the CRM UAE is to automate and maintain the flow of the sales process. To remind the sales executives to give regular follow-ups to the customers to whom you have given the quotation, the CRM UAE will remind you periodically or on the configured date after the quotation is sent to get the ball rolling.

Follow-Ups may consist of calls, emails, or meetings that will help you build a stranger relation with the customers. Automating these repetitive tasks allows your workforces to devote their time and focus to more complex tasks.

• Users can manage follow-up’s for a particular proposal
• Users can assign follow-up or activities to employees and they will be notified by mail.
• Users can close particular follow-up on task completion or closure.

Master Management in Elate CRM

This feature can be accessible only by the admin and the manager. With this, you can configure all the products that you sell, the number of employees that are working for you, create salesmen login ids along with their credentials.

Masters give you access to all the core modules and features of the CRM Abu Dhabi and help you configure the details of your company. As ELATE CRM is a cloud application you can access it from all places and get quick information about your business when needed. Get information on all the expenses that are done in the organization and manage the production or services accordingly.

TallyPrime Integration with Elate Sales CRM

Elate Sales CRM Software integrates with Tally Prime and offers an intuitive interface that facilitates swift access and thorough evaluation of extensive customer data. It streamlines workflows and calls scripting, guiding staff toward optimal solutions for customer inquiries and sales advancement. The integration facilitates account management, lead importation, equitable distribution, and automated follow-up reminders.

Combining customer relationship management with accounting and inventory functions streamlines the entire sales order process. Once a lead progresses to a sales order, the integration allows for seamless data transfer to TallyPrime, automating the creation of invoices and updating inventory levels. This integration enhances accuracy, minimizes manual data entry, and accelerates order fulfillment. Ultimately it leads to improved customer satisfaction and more effective sales management.

Security roles and privileges

For added security, you can restrict your employees’ access based on their role in the organization. Control what different users see within your CRM to prevent data leaks and security breaches. This allows you to manage your employees’ activity based on level and keeps your customers’ data safe.

Elate CRM Software Trended as the Best CRM Software for small businesses in Dubai for 2019. and Still, it is the Best CRM Software in UAE for 2020, 2021 and 2022.

Optimize your business with flexible CRM solutions. ElateCRM is a cloud-based software that gives you the tools to boost your sales, marketing, and support. CRM Solutions - Business Management Software Dubai offers cutting-edge, simple, affordable and reliable Customer Relationship Management (CRM) Software. Our CRM solution enables the business to build personalized experiences for each and every customer. It will help businesses to create deep relationships.

Better Employee Management through CRM

With the help of this Add-On, you can track all expenditures done by your employees and record their working time

Employee Expense Management

With the help of this feature, you can keep a record of all the additional expenses done on every employee individually starting from travel expenses, lodging expenses, miscellaneous allowances that should be given to them for official purposes. The software will generate a report on your request on all the past expenses done by the employee throughout the entire year.

Employee and Client Tracking CRM System

Get reports on each employee individually on their performance, their login activities, whether they are profitable to the organization or not, have they met their targets, have they met customers that have been assigned to them and the number of leads they have generated each day. Get a day-by-day report of each employee and the work they have done regarding the customer follow-ups that they have done and fruitful work they have done.