BUSY CRM Addon

BUSY CRM Add-on is a customer relationship management solution designed to help businesses manage leads, customer calls, follow-ups, service tickets and tasks in one place. Track due and overdue activities, assign work to staff, monitor customer service requests and generate detailed CRM reports. Integrated with BUSY Accounting Software, it helps improve customer follow-up, team productivity and business relationships.

Price: ₹21,000 + GST

• CRM Dashboard and Activity Summary
• Lead Management
• Add and Track New Leads
• Lead Follow-up Management
• Lead Status Tracking
• Lead Source Management
• Convert Leads to Customers
• New Leads Dashboard
• Lead Reports
• Customer Call Management
• Log Customer Calls
• Schedule Follow-up Calls
• Call Due and Overdue Tracking
• Call History and Notes
• Assign Calls to Staff
• Call Reminders
• Call Reports
• Service Ticket Management
• Create Service Tickets
• Track Open Service Tickets
• Service Due and Overdue Monitoring
• Assign Tickets to Staff / Technicians
• Service Status Updates
• Customer Service History
• Service Reports
• Task Management
• Create and Assign Tasks
• Task Due and Overdue Tracking
• Task Status Management
• Staff-wise Task View
• Task Reminders
• Daily and Monthly Task Reports
• CRM Agenda and Follow-up Calendar
• Due Today and Overdue Activity Filter
• Staff-wise Activity Filter
• Activity Type Filter
• CRM Reports and Analytics
• Lead Follow-up Reports
• Call Reports
• Service Ticket Reports
• Task Reports
• Status-wise Reports
• Export Reports to Excel / PDF (if supported)
• BUSY Accounting Integration
• Customer Master Linking
• Customer History Tracking
• WhatsApp Contact Action (if supported)
• Multi-User Support
• MS Access Database
• Customizable as per Requirement