CRM - Kesharwani Consultants

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About this app

Kesharwani Consultants CRM is a powerful Customer Relationship Management (CRM) application designed to help businesses efficiently manage leads, clients, follow-ups, tasks, and daily operations from a single platform.

Whether you're managing sales inquiries, customer relationships, or internal team activities, the app provides an organized and secure workspace to improve productivity and business growth.

Key Features
📋 Lead Management
Capture and organize leads
Track lead status and conversion
Maintain complete lead history
👥 Customer Management
Store customer information securely
View customer interactions and updates
Manage client records in one place
📞 Follow-up Tracking
Schedule reminders and follow-ups
Never miss important customer interactions
Track communication history
✅ Task Management
Create and assign tasks
Monitor pending and completed activities
Improve team productivity
📊 Reports & Analytics
Monitor business performance
Track sales and customer activities
Make informed business decisions
🔔 Real-Time Notifications
Stay updated with important activities
Receive reminders for scheduled tasks and follow-ups
🔒 Secure Access
User authentication with role-based access
Secure storage of business information
Protected access to customer data

What’s new

Initial production release of Kesharwani Consultants CRM.

• Manage leads and clients efficiently
• Track follow-ups and client journeys
• View CRM statistics and insights
• Improved navigation and user experience
• Secure session management and notifications
• Performance improvements and bug fixes