Business. Uncomplicated

CRM By SITA

CRM by SITA is a workload automation web based application developed using Proprietary Business Intelligence Layer for organizations.


CRM by SITA is a workload automation web based application developed using Proprietary Business Intelligence Layer for organizations to be efficient and organized. The Application incorporates the three most important aspects of a business that is Information, Interaction and Transaction, at the same time and in real time.

Structured work flow process automation layer insures Zero Repetitive Work to increase over all efficiency at individual user level and the business as a whole. CRM by SITA is a one of its kind application that promotes growth of an individual user into a complete personality and the business to be process driven simultaneously.

Structured work flow process automation layer insures Zero Repetitive Work to increase over all efficiency at individual user level and the business as a whole. CRM by SITA is a one of its kind application that promotes growth of an individual user into a complete personality and the business to be process driven simultaneously.


Patented Calendar Look

Patented Calendar Look user interface makes CRM by SITA the world's easiest Customer Relationship Management tool integrated with Minutes of Meetings, Calls logs and sending promotional and marketing emails and many more features.


Customer Home Page

Our unique Individual Customer Home page gives a 360 degree view of the entire relationship history with every customer added.


Activity Log

The Activity Log creates a log for every activity within the application to promote accountability and responsibility at user level. Customized reports allow business owners and managers to take informed decisions.

Business Intelligence Layer

CRM by SITA is a workload automation web based application developed using Proprietary Business Intelligence Layer for organizations.


Business Intelligence Layer

Work Flow of CRM

CRM by SITA is a workload automation web based application developed using Proprietary Business Intelligence Layer for organizations.


Work Flow of CRM

Features

CRM by SITA is a workload automation web based application developed using Proprietary Business Intelligence Layer for organizations.


  • Dashboard reminders for upcoming activities
  • Calendar & Day Planner
  • Track activities, sales opportunities, quotes, etc. by contact
  • Assign leads to team members with email and SMS alerts
  • Email contacts from SITA CRM - adds email to contact history
  • Set custom sales stages and sales information
  • Multiple sales reports (pipeline, qualified, stuck, closes, leads, etc.)
  • Create, save and edit sales quotations
  • Create PDFs of quotations for customers and catalogs
  • Track quotations by contact
  • Email quote as a PDF directly from SITA CRM
  • Revision of quotes at any time
  • Track completed activities by contact
  • Schedule future activities like Promo email, Appointment, Task
  • Online customer support
  • Get your own custom URL – sitacrm.yourdomainname.com
  • Email notifications
  • Mobile/Tablet Version
  • Browser friendly application
  • Data security
  • Upload documents and WO/PO
  • Track Sales team
  • Product catalog and price list
  • Product costing sheet