Storyboard CRM

Customer Relationship Management (CRM) system is a centralized platform designed to streamline and optimize interactions with customers throughout their lifecycle. It enables businesses to manage leads, track sales activities, provide customer support, and analyse customer data to improve engagement and drive growth.

Our CRM solution helps organizations build stronger customer relationships by offering features such as contact management, opportunity stages, email integration, and performance analytics. With a user-friendly interface and cloud-based accessibility, it empowers teams across Marketing, Sales, and service departments to collaborate efficiently and deliver personalized experiences.

Key Features of a CRM System

1. Contact & Account Management

Store and organize all customer and company details in one place, including communication history, notes, and documents.

2. Lead & Opportunity Management

Track leads from capture to conversion. Assign leads, prioritize them with scoring, and move deals through customizable Lead stages.

3. Task & Activity Management

Schedule calls, meetings, and follow-up tasks. Set reminders and link them to contacts or deals for streamlined workflows.

4. Email Integration
Integrate email functionality to send and receive emails directly from the CRM. Track email activity, automate email sequences, and generate leads from incoming emails.

5. Reports & Dashboards

Access real-time analytics with customizable dashboards. Generate detailed reports on sales, team performance, customer behaviour, and KPIs.

6. Team Collaboration Tools

Share notes, tag teammates, and assign deals across departments. Promote transparency and team alignment.

7. Role-Based Access Control

Ensure data security by defining user roles and restricting access based on roles or departments.

8. Custom Fields & Layouts

Tailor the CRM to your business processes with customizable fields, modules, and page layouts.