RSoft CRM Integration

Connecting Company to Customer: CRM Integration

Data and Functionality integration with cloud apps, legacy
infrastructure and on-prem hardware and software

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RSoft CRM Integration

CRM Integration for customer-centric decision making

CRM Integration is the process of creating a link between the CRM software with other systems and platforms within the organization. It facilitates the flow of customer information between the various teams and infrastructure, enabling collective informed decision making based on customer insights.

Consolidate the data inflow from sales, marketing, customer support, and finance on a centralized CRM platform. Get a holistic view of the customer history, preferences, and buying behaviour from interactions across all CRM touchpoints.

Leverage the benefits of automation in data synchronization and entry, minimizing risk of manual errors like data duplication and discrepancies, and gain access to real-time customer updates. CRM Integration empowers businesses to deliver personalized and consistent customer service, boosting credibility and customer retention.

Benefits of CRM Integration

  • Unified repository of customer data
  • Customer Metrics
  • Automated workflows
  • Personalized Marketing Campaigns
  • Enhanced Customer Engagement

Unified repository of customer data

Capture data from different sources, and store and access them from a single secure platform.

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Customer Metrics

Set and measure customer metrics such as sales details and outstanding receivables, and more.

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Automated workflows

Automated CRM processes to initiate interactions and transactions from customers.

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Personalized Marketing Campaigns

Integrate marketing platforms to directly employ customer data to personalize campaigns.

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Enhanced Customer Engagement

Live interactions and follow ups that utilize customer interaction history to drive engagement.

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Integration Features of
SalezRobot CRM

SalezRobot CRM offers a robust set of integration features designed to enhance efficiency, streamline processes, and optimize
customer relationship management. Some key integration features include:

Integrate your existing telecalling system with Cloud Telephony application and make & manage inbound and outbound calls from a single platform. It eliminates need for physical storage of lead details on the phone or on separate CSVs and Spreadsheet, significantly improving telecaller productivity and communication.

All communication data is automatically saved to customer profile. Advanced features such as call recording, voicemail transcription, and call analytics improve efficiency of the CRM staff, enabling them to deliver personalized customer experiences.

Create targeted and hyper personalized campaigns on social media platforms like Facebook LinkedIn, and Google Ads, based on customer behaviour, preferences, and interactions. Experience enhanced audience segmentation and optimized bidding strategies for high customer engagement, conversation rates and maximum returns on investment.

All customer interactions and campaign data is stored in a centralized repository. The real-time synchronization of data between the CRM software and marketing campaign tools ensures that CRM personnel always stay updated on project and customer details, to facilitate agile management of campaigns.

Automated capture of leads from multiple channels including web portals like IndiaMart, Just Dial, Sulekha, and more. Customer data gets auto synced in the SalezRobot CRM system, offering a centralized view of customer interactions and insights for better lead nurturing and delivering exceptional customer service tailored to the individual.

Gain access to real-time purchase and interaction updates from the web portals, and store data in a secure repository with managed access. Identify trends and tailor targeted campaigns, increasing relevance in promotions and boosting conversion rates. It helps streamline operations, improve customer engagement and loyalty.

Incorporate AI-powered Chatbots and other communication channels such as Web Forms, Email, and Messaging that simplifies the collection and storage of customer data. Boost customer engagement with personalized emails, live chat capabilities for instant resolution of enquiries, and subtly prompt for faster conversions through improved customer interactions.

API & Web integration allows integration with various web-based platforms including E-Commerce sites, marketing tools, and social media. Along with real-time data synchronization, the integration capabilities pave way for automation of manual tasks, reducing errors and offers hyper personalization of customer experiences.

Discover The Power of RSoft CRM integration !

Get ready for a quick and easy ride to understand everything it has to offer!

Trusted by over 5,000+ businesses.
Join the growing RSoft family.

We are proud to be regarded as a trusted leader in the CRM industry. For over 25 years,
RSoft has earned and kept the trust of over 5000+ businesses.

Plans & Pricing

Transparent and competitive pricing structure with custom plans optimized to
each client’s unique requirements and CRM strategies.

  • INR
  • USD
  • GBP

  • Users
  • Departments / Modules
  • Attendance Management
  • Add on
  • Filters
  • Workflows
  • Custom fields
  • Reports
  • Mobile App
  • One Time Charges (One Time Setup of Modules, Fields, Flow, Workflow, Integrations, Dashboards, Reports & Training)
  • Free Widgets
  • Users Organisations having 4-9 Users
  • Departments / Modules Pre Sales Modules
  • Attendance Management Web & Mobile
  • Add on IVR Incoming Only
  • Filters 5
  • Workflows 5
  • Custom fields 5
  • Reports 5
  • Mobile App Android,ios, & Weblite
  • One Time Charges INR 25000
  • Free Widgets Whatsapp & Chatbot
Signup Now
  • Users Organisations with 10+ Users
  • Departments / ModulesPre Sales, Post Sales & After Sales Modules
  • Attendance ManagementWeb & Mobile
  • Add on IVR Incoming & Outgoing
  • Filters10 Per Department
  • Workflows10 Per Department
  • Custom fields10 Per Department
  • Reports10 Per Department
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesINR 25000 - Rs.100000
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now
  • Users Organisations with 25+ Users
  • Departments / ModulesCustomised Requirements
  • Attendance ManagementCustomised as per needs
  • Add onCustomised Requirements
  • FiltersUnlimited
  • WorkflowsUnlimited
  • Custom fieldsUnlimited
  • ReportsUnlimited
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesBased on Requirements
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now

  • Users
  • Departments / Modules
  • Attendance Management
  • Add on
  • Filters
  • Workflows
  • Custom fields
  • Reports
  • Mobile App
  • One Time Charges (One Time Setup of Modules, Fields, Flow, Workflow, Integrations, Dashboards, Reports & Training)
  • Free Widgets
  • Users Organisations having 4-9 Users
  • Departments / Modules Pre Sales Modules
  • Attendance Management Web & Mobile
  • Add on IVR Incoming Only
  • Filters 5
  • Workflows 5
  • Custom fields 5
  • Reports 5
  • Mobile App Android,ios, & Weblite
  • One Time Charges INR 25000
  • Free Widgets Whatsapp & Chatbot
Signup Now
  • Users Organisations with 10+ Users
  • Departments / ModulesPre Sales, Post Sales & After Sales Modules
  • Attendance ManagementWeb & Mobile
  • Add on IVR Incoming & Outgoing
  • Filters10 Per Department
  • Workflows10 Per Department
  • Custom fields10 Per Department
  • Reports10 Per Department
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesINR 25000 - Rs.100000
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now
  • Users Organisations with 25+ Users
  • Departments / ModulesCustomised Requirements
  • Attendance ManagementCustomised as per needs
  • Add onCustomised Requirements
  • FiltersUnlimited
  • WorkflowsUnlimited
  • Custom fieldsUnlimited
  • ReportsUnlimited
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesBased on Requirements
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now

  • Users
  • Departments / Modules
  • Attendance Management
  • Add on
  • Filters
  • Workflows
  • Custom fields
  • Reports
  • Mobile App
  • One Time Charges (One Time Setup of Modules, Fields, Flow, Workflow, Integrations, Dashboards, Reports & Training)
  • Free Widgets
  • Users Organisations having 4-9 Users
  • Departments / Modules Pre Sales Modules
  • Attendance Management Web & Mobile
  • Add on IVR Incoming Only
  • Filters 5
  • Workflows 5
  • Custom fields 5
  • Reports 5
  • Mobile App Android,ios, & Weblite
  • One Time Charges INR 25000
  • Free Widgets Whatsapp & Chatbot
Signup Now
  • Users Organisations with 10+ Users
  • Departments / ModulesPre Sales, Post Sales & After Sales Modules
  • Attendance ManagementWeb & Mobile
  • Add on IVR Incoming & Outgoing
  • Filters10 Per Department
  • Workflows10 Per Department
  • Custom fields10 Per Department
  • Reports10 Per Department
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesINR 25000 - Rs.100000
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now
  • Users Organisations with 25+ Users
  • Departments / ModulesCustomised Requirements
  • Attendance ManagementCustomised as per needs
  • Add onCustomised Requirements
  • FiltersUnlimited
  • WorkflowsUnlimited
  • Custom fieldsUnlimited
  • ReportsUnlimited
  • Mobile AppAndroid,ios, & Weblite
  • One Time ChargesBased on Requirements
  • Free WidgetsWhatsapp, IVR & Chatbot
Signup Now

Clients & Testimonials

From streamlining operations to boosting overall efficiency, our Real Estate CRM has delivered exceptional service to all our clients. But don’t take our word for it but check out the success stories shared by our valued customers.

The team has been very good when it comes to timely delivery and understanding of the requirement.

Mofaz Ahamed

Marketing manager MS Foundations Pvt Ltd.

SalezRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.

Roopa

Sugal and Damani

I recommended SalezRobot to all my Real Estate colleagues; SalezRobot is simple yet powerful.

Bhupesh

Indira Projects

We are unable to run our business without SalezRobot, and it's a part of our business now.

Vijay

Gandhimathi Constructions

We are able to manage multiple projects seamlessly with SalezRobot. The team is able to fulfill our requirements with ease.

Manoj

VGK Builders

SalezRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well.

Kanya

Advaita Homes
Award & Recognitions

for the best CRM for Real Estate

Here’s why we stand out from the crowd and our due recognition for the
innovation and excellence we pioneer in the industry.

Double your productivity. Triple your sales

Take your business to the next level. Trusted by 5000+ business globally.

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