Customer Relationship Management


Because your client is still the king!

A CRM can save you from nightmares!

These days, CRMs do much much more than working on your relationship with your customer. They help in the overall organisation of a company in general. For example, you can have the CRM automate payroll for your employees, or track attendance, or manage your entire social media presence, build a chatbot on your company website, send automated welcome emails or birthday/anniversary emails, send SMS or WhatsApp promotional texts, gather leads and segregate them according to teams, and so much more! You just have to name your concern, and 99% of the time, you will have a solution for that.

Regardless of the size of your organisation, it’s always good to have a CRM in place. Yes, even if you are a team of just 5 people. You will see that your projects are better managed, timelines met, results improved.

Now coming to the customer management part… You might be a hotelier and consider your location your most valuable asset, or a startup calling your idea your best bet, or perhaps someone who just relies on your product for your company’s growth. What most companies often ignore is their customer – who is actually their cherished treasure. Regardless of your industry, you are serving someone, and that someone should be your point of focus.

Many companies lose these precious customers just because of poor handling, or delayed interaction, or even miscommunication between teams. Customers are important to businesses – they pay bills and salaries. So why is it that customers often say they feel neglected by their suppliers? Do you have any customers who have said that about you or your company?

The better you can manage your relationship with your customers, the more successful will your business be. These customers not only continue to stick with you in the long run, but also market you by telling others, therefore getting you more business.

This is where a CRM or a Customer Relationship Management tool comes in. Though the term is self-explanatory, it’s difficult to know how to do it right without some guidance. Of course you can learn from your experience, but that will come at the cost of some major mistakes in your business. So, why fail yourself when you can learn from the mistakes of others?

At Wisdom Works, we help brands identify the CRM that’s best suited to their specific need, implement it, train your team to work on this CRM, followed by a handholding period to ensure you make the most out of it. So if you are planning to make your business model smarter, get in touch with us by filling the form below, and someone from our team will contact you at the earliest.

what a CRM can do for you

More than just customer management!

Gone are the days when CRM only did what its name says… Customer Relationship Management. Nowadays, a CRM has become a necessity for any organisation because it has the ability to manage your entire business seamlessly. We have listed out some functions of a CRM here, but believe us, there is a lot more than this that it can do!

  • Organise: Structure and automate your sales process for faster growth
  • Business Intelligence: Track sales targets, average deal size, and other KPIs.
  • Build scalable and repeatable sales processes: Let everyone in your team follow the right process, even when you’re not looking
  • Build, sell, and repeat: How does your sales team keep up with all the leads, prospects, and customers? How do they know what to do at each stage in the pipeline? Let your team be guided through what actions should be taken at what time. Make your process repeatable for new hires, as well as longtime salespeople.
  • Sell on time, every time: Time waits for no one, not even when you’re selling. Ensure that every lead is duly followed up by your team by not letting a lead or deal stay in a particular stage for more than a specified time.
  • Measure and improve: Ensure your team works together to remove any bottleneck. Built-in reports in a CRM can help you uncover which part of your process needs the most revision. See where significant time is being spent by employees and where things have stalled.
  • Let your system act for you: What’s the use of a sales process if you can’t execute it? From sending follow-up emails to maintaining customer records, there’s lots of work to be done every time your sales team corresponds with a prospect. Configure actions for every stage of your process, and let the CRM ensure it’s all automated.
  • Create quotes, sales orders, and invoices: A handshake deal is one thing, a signed sales contract is another. Use CRM tools to generate and sign contracts that get you paid on time.
  • Lead management: From generating leads to understanding their online behaviour and evaluating them for sales—manage your entire lead cycle.

  • Complete lead management: Capture leads, nurture and qualify them, and pass the best ones on to your sales teams.
  • Web behaviour marketing: Understand every activity of your audience—whether on your site or your web app—and offer a personalised experience that exceeds your customers’ expectations.
  • Marketing planner with ROI: Analyze the effectiveness of your campaigns across all channels, so you can make better marketing decisions. This comprehensive bird’s eye view lets you examine your planning stage, your ROI, and everything in between.
  • Multichannel marketing: Email, social media, or SMS—run tailored campaigns on the medium that works best with your audience. We help you keep the conversation going even if they switch between channels.
  • Insightful reports: Well-defined reports with channel attribution show you the metrics that actually matter—from acquisition to customer loyalty. This helps you take corrective steps to achieve your goals faster.
  • Lead Generation: Get more leads by adding signup forms and smart popups on your landing pages.
  • Behavioural targeting: Understand the online behaviour of your leads and use that information to tailor messages to them. Create profiles for every visitor based on their browsing behaviour so you can give them exactly what they want.
  • Autoresponders: Send an automated welcome series to new leads or run promotional campaigns based on leads’ interactions with your previous emails.
  • Make your customer happy: Use the power of customer context to improve agent productivity, promote self-service, manage cross-functional service processes, and increase customer happiness.
  • Omnichannel: Manage your customer conversations across multiple channels such as email, chat, phone, social media, and your website. Respond and perform follow-up activities without breaking a sweat.
  • Chatbots for 24×7 customer support: Leverage the power of AI to scale up your support team. Build a smart virtual chatbot and integrate it into your CRM’s various functions.
  • Workflow Automation: Automate repetitive manual actions, and manage complex cross-functional service processes. Spot bottlenecks in your processes and track accountability at all times.
  • Self-Service: Embed a knowledge base, user community, and AI capabilities into your website, SaaS product, and mobile app, to help your customers find answers quickly.
  • Artificial Intelligence: Proactively triage support tickets, analyse customer sentiments, and spot anomalies in ticket traffic.
  • Work on the go: Close tickets on-the-go using app-based CRMs. Decision-makers can monitor ticket traffic and key support metrics, regardless of where they are.
  • Work from home, but remain productive: Plan your projects, closely track your tasks, collaborate with your team efficiently, and finish successful projects like you never even left the office.
  • Get work done on time, all the time: Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time.
  • Log every minute with timesheets: Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers.
  • Work together from wherever: Host meetings, conferences, and webinars, and store, share, and collaborate on files in your workspace, regardless of your location.
  • Chat between teams or employees: Drop a message for your teammates, make audio or video calls, and get instant updates on your projects. Boost your productivity by brainstorming with your teammates through group chats or setting up topic-driven channels.
  • Social network for your organisation: Build a social network for the members in your organisation. Create internal channels for smaller groups, access shared files in specific groups, and make important announcements on forums.
  • Invoicing: Create professional invoices using templates, send automatic payment reminders, and accept online payments.
  • Manage finances: You can manage all receivables and payables, import bank feeds automatically, and comply with sales tax, VAT, and GST. You can even file GST in a much simpler and more convenient way.
  • Keep track of stock: Simplify your order management processes, from making purchases to keeping track of stock and fulfilling orders. You can manage multiple warehouses, and fulfil your orders much faster.
  • Manage subscriptions: If your product or service requires subscription by your clients, you can set up automated recurring payments to handle that. You will be able to take control of failed payments and see real-time subscription metrics.
  • Track your expenses: Create expense reports, speed up approvals, and receive faster reimbursements. You can auto scan expense receipts, and set expense policies and approval workflows.
  • Timesheet Management: Online employee timesheet management can simplify your time tracking process, eliminate errors, and save time and resources. You can even let your employees add hours to their timesheets when they’re working on the go.
  • Check your employees’ competence: Tag the qualities that a particular designation, role, or department should have, and make sure that you don’t miss out on the employees that have those skills.
  • Continuous performance reviews: Review employee performance all through the year with continuous reviews.
  • Streamline appraisals: Customise your appraisal cycle. With self-appraisal, employees can detail their skills and review their results during each appraisal. You can also have multi-level reviewers to make sure all the reporting heads give their reviews.
  • Detailed performance reports and analytics: Evaluate employee performance and identify areas for improvement.
Let’s manage your customers effectively
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About company

We help companies build a solid digital branding and online presence that helps them get more leads and promotion in their niche market.


3rd Floor, Smart Avenue
Residency Road
Bangalore – 25
+91 8105989794

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