Dashboard

Streamline Communications and Increase Productivity with Simple MCRM

Notification Icon to view today's Meeting, Task and Leads.
Global client search
Staff defined theme and preferences
Analytics/ Client data on the basis of:
1. Total number of Profile
2. Total number of Paid Profile
3. Total Leads
4. Total Client Meeting
Client’s birthday & anniversary
1. View client data, tasks and its follow-up based on below criteria:
2. Pending Task
3. Today's Task
4. Tomorrow's Task
5. Upcoming Task

Manage Clients

Enhance relationships, and promote success with seamless client management

Add/update client data in separate sections as Personal Details, Educational and Occupation Details, Family Details, Contact Details, Photos and Bio Data, Registration details and Payment details with more than 100 fields to be captured.
Create client profile in 10 to 15 minutes
Segregate clients as General, Important, and Confidential
Search and share approved profiles to client through Email and Whatsapp in PDF
Shortlist profiles for client for approval by admin
Manage task followup created for each client
360 degree view of profile. All actions performed on client such as profile sent, profile received, meetings and notes, interaction notes etc.
List clients whose membership has expired
List clients not followed up in last 14 days
Create meeting/tasks in reference to profiles
Manage clients response/feedback on the profiles shared with the client
Manage client interactions

Advanced Search

Quick and Efficient Client Search for Improved CRM Efficiency

Manage Shortlists

Client Selection and Decision- Making in Your CRM Workflow with Efficient Shortlisting

Manage Leads

Strengthen Your Sales Activities with MCRM Advanced Lead Management

Manage leads from various sources by entering the Reference of the leads
Manage lead follow-up
Search/Filter leads based on Name, Location, Assignee, Status and other search criteria
Aesthetic UI that is more readable and understandable to the user

Manage Tasks

Using MCRM task management, simplify tasks, streamline operations, and increase output

Manage tasks and their follow-ups for each client
Task categories such as:
1. Short listing
2. Client meeting
3. Family meeting
4. Follow-up
5. Feedback
Create tasks on the basis of categories
Assign task to any other team member
Add/View followup date time for task
Search/Filter tasks based on Task Title, Client Name, Task Category, Assignee, Status and Other Criteria

Manage Reports

Utilize MCRM Software to Produce Detailed Client Reports for Knowledgeable Decision-Making

Payment Reports

Create Extensive Payment Reports for Better Accountability and Visibility using MCRM

The User will be able to view payment reports for each client.
The Payment reports are generated on the basis of:-
1. Expected Amount
2. Received Payment
3. Payment Due
4. Payment reports can be search/filter on the basis of Client Name, Email, Phone and Date Filter
Filter
1. View/Add Payment of each Client

Staff Activity Log

With MCRM software's activity log, you can keep track of activities and improve accountability.

Master Settings

With Master Settings Management, You Can Customize and Improve Your CRM Experience.

Various details related to the client profile can be added and managed in the system.
Setting’s criterias are as follows:-
1. Profile sourced from
2. Religion
3. Caste
4. Qualification
5. Reference (for leads)
6. Country
7. Occupation type and many more
8. Income
9. Whatsapp Login
10. Many others

Manage Staff

Improve Collaboration and Performance with Staff Management in MCRM Software for Effective Team Oversight

User will be able to add/edit/delete/deactivate staff members
For the security purposes:-
1. To login to a new device, staff need approval from the admin in the system. On next login from the same device, User can login without approval for a set no. of days.
2. Admin can view staff last login request and approve the login after reviewing below details such as:- IP, Date Time, Location, Device
3. User can view Last Login activity details such as:- IP, Date Time, Location, Device
Search staff by name, type and status
View Login History of staffs
View profiles handled by the staff
View Deleted Users
View Login History of staffs
View Permissions of Staffs
Role management with Permission levels

Client Feedback

Utilize MCRM software to gather, examine, and respond to customer feedback for ongoing improvement.

When staff shares any profile to client then client will be have option to give feedback for that profile in Whatsapp or Desktop view
Feedback received by client will be displayed under "Client Response"
In the Client Response staff can view/add response and resend profile.
Client response to acceptance / rejection for the profile is clearly highlighted.
Client response is displayed in the profile cards using thumbs symbols