Euphoria CRM Usage

Euphoria CRM LogoEuphoria CRM - Cloud Based Solution

Major Functionalities:
Lead Management Software: Euphoria CRM is an effective solution for lead management. Managing leads is an essential part of any company growth and ensuring there is lead leakage. All leads are capture effectively from customer touch points. Our solution provides all the necessary tools to manage the leads effectively eg qualifying, scoring to nurturing and reporting.
Quotation Management Software: Euphoria CRM provides feature to generate multiple quotes for any particular lead. The quote may be exported in pdf and shared with customer.
Customer Data Management: Tool to manage customer data and view their effective usage pattern.
Order Management: Tool to enter orders for customer and manage order status and receipt of payment.
Complaint Management/Help Desk: Provide process to handle all support request and ensure their closure.
AMC/Contract Management: Provides tools to manage annual maintenance contract and timely renewal.
Sale Team Management and Tracking: Effective management of sales resource. Smart web & mobile platform to access CRM from anywhere at any given time. Real time tracking of sales data.
Task Management and Reminders: Team can schedule the work and effectively get reminder to complete the task. This is used mainly for lead follow-up tasks.
Detailed Functionalities:

Lead Management

Lead entry thru web interface or Mobile app. Lead followup, assignment, categorization as Cold, Warm and Hot

Send Quotation

Generate and send quotations to leads & customers via EMAIL & SMS.

Task Management & Reminder

Provide reminder of upcoming tasks and tasks to be done today

Sales/Deal Closure

Record the deals/sales and attribute them with customer and sales team.


Contact Management

Enter contact data and option to take it to lead and followup to close the sales deals

Customer Management

Record customer data and profile based on geo-location and business segments.This helps in running marketing campaign.

Product and Services Management

Provide products and services that can be availed by customer and that sale team should focus to sell.

Manage Sales Team

View sales team progress. Add & delete resources. Log and maintain work/task report.

Sales Tracking

Effective management of sales resource. Smart web & mobile platform to access CRM from anywhere at any given time. Real time tracking of sales data.

Lead Generation

Update and maintain database of prospects & contacts. SMS, Tele-calling & E-mail campaigns for effective business growth.

Product Integration

CRM is integrated with Tally master import for customer information. Customer data is exported and imported in Tally. Email and SMS is also integrated.

Why CRM?

For any business "Customer is King". Any successful business will fulfill customer needs and wants to their delight. The business will have complete information about the customer behaviour.

CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company's revenue, CRM is a management strategy that results in increased profits for a business.

At its core, a CRM tool creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way.

Maintaining a CRM tool is the basis for a scalable sales and marketing system. Any company will benefit from maintaining a record of which conversations, purchases and marketing material can be associated with leads and customers.

A CRM tool helps in profiling customer attributes and purchase habits.If you are a starter, few questions to ponder:

  1. Do you have customer data?
  2. Is customer data profiled?
  3. Can you view all purchase records in one go for particular customer?
  4. How do you handle your repeat customer?
A CRM tool also assists in managing new customer leads and assists in sales funnel management(SPANCO)

EUPHORIA CRM (Android App) - Privacy Policy

Access to the App: App can installed but can be used only if your organization uses Euphoria CRM and your admin has assigned access authority.
Data Collection: The data is collected about the sales process. The data is saved on cloud as used by your organization. Also app is used to display information about CRM data.No data is saved on user device.

The app requests following permissions:

  1. Internet Access and network connectivity: To save data on cloud and check the status of network connectivity.(INTERNET, ACCESS_NETWORK_STATE)
  2. Device Location : To update the CRM about the location of the device.(ACCESS_COARSE_LOCATION, ACCESS_FINE_LOCATION). The location is used only if the app is used. No background process accesses the location data
  3. Read Call Log: To show previous calls and use them to assist in enterig the data in CRM(READ_CALL_LOG)

▣  Euphoria CRM @ Azure Marketplace