Customer Relationship Management (CRM)
Leads, deals, follow-ups and customer history. Part of CloudMa ERP sales & customers.
What it does
CRM software that works with the rest of your business
Keep every lead, deal and customer conversation in one place. Move deals through your sales pipeline, set follow-up reminders so nothing slips, and see each customer's full history, from first contact to latest invoice.
Key features
- Lead & deal pipeline
- Follow-up reminders
- Customer 360° view
- Works in the cloud on desktop, tablet and phone
- Role-based access for every user
- Connected to every other CloudMa ERP module
Why CloudMa ERP
Why businesses choose CloudMa for customer relationship management (crm)
Buy once, pay per user
A one-time price for the module and a simple licence per user, in LKR or USD. No big upfront licence.
Local support
Talk to our team in Kottawa by phone, email or our help centre, monday – friday, 9:00 am – 6:00 pm.
Secure in the cloud
Daily backups, role-based access and encrypted connections. ISO 27001 certification is in progress.
Talk to a CloudMa ERP expert
Book a free 30-minute session by video, phone or at our office. Pick a time that suits you.