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CRM & Customer Experience Solutions

Custom CRM development and platform implementations that give your sales, marketing, and service teams a complete view of every customer relationship — improving conversion rates, reducing churn, and personalising every interaction at scale.

CRM & CUSTOMER INTELLIGENCE

Every Customer Interaction. One Unified View.

Losing deals because follow-ups fell through the cracks. Unable to see a customer's full history before a support call. Marketing sending promotions to customers who just complained. These are CRM problems — and they have a straightforward solution when the system is built around your actual sales and service processes.

We build custom CRM systems and implement Salesforce, Zoho, and HubSpot configurations that fit your workflows, not the other way around — with deep integrations into your ERP, marketing automation, and communication channels.

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CRM Implementations
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Avg Conversion Lift
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Years of Experience
VISTAAR ENTERPRISE SOLUTIONS
Sales + Marketing + Service —
One Customer Platform.

We build CRM systems that your salespeople actually use — because they make the job easier, not harder.

360°
Customer View
AI
Lead Scoring
Omni
Channel Unified
ERP
Integrated
CRM CAPABILITIES

CRM Modules & Features We Build

From lead capture and pipeline management to post-sale customer success — the full customer lifecycle in one platform.

🎯

Lead Management & Pipeline

Multi-source lead capture, automatic assignment rules, stage-based pipeline views, activity logging, follow-up reminders, and win/loss analytics by rep and source.

📢

Marketing Automation

Email campaign management, drip sequences, WhatsApp automation, landing page integration, lead scoring based on engagement, and campaign ROI attribution.

🎧

Customer Service & Ticketing

Omni-channel ticket management (email, WhatsApp, phone, web), SLA tracking, knowledge base, CSAT surveys, and escalation workflows for service teams.

📱

Field Sales Mobile App

Visit planning, geo-check-in, customer meeting notes, order capture, expense claims, and daily activity reporting for field sales teams — offline capable.

🔗

Channel & Partner Management

Dealer/distributor portals, partner lead sharing, territory management, performance scorecards, and co-marketing campaign coordination for channel-driven businesses.

📈

Sales Analytics & Forecasting

Pipeline velocity, quota attainment, conversion funnels, revenue forecast models, and AI-driven next-best-action recommendations for sales leadership.

WHY VISTAAR

CRM That Your Team Will Actually Use

User adoption is the only CRM metric that matters — everything else follows from it. We design for the salesperson first, the dashboard second.

🏗️

Process-First Design

We map your actual sales process before designing a system — not force-fitting your team into a generic pipeline template that doesn't match how you sell.

🔌

Deep ERP Integration

CRM connected to your ERP for real-time inventory availability, customer credit limits, order history, and invoice status — giving sales the information they need without switching systems.

📲

WhatsApp & Communication Stack

WhatsApp Business API, SMS, and email unified in the CRM — customer communications logged automatically and triggered by pipeline stage changes.

🤖

AI Lead Scoring & Prioritisation

ML models trained on your historical win/loss data to score inbound leads, flag at-risk accounts, and surface the next-best-action for each rep each morning.

📊

Custom Reporting & Dashboards

Sales director, regional manager, and rep-level dashboards — each seeing only what's relevant to their role, with drill-down to the individual deal level.

🔄

Salesforce, Zoho & HubSpot

Platform implementation expertise alongside custom development — choosing the right approach based on your team size, integration complexity, and total cost of ownership.

Build a CRM Your Sales Team Wants to Use

A free CRM assessment — we'll audit your current sales process, identify the conversion bottlenecks, and design a CRM that fixes them.

Custom & platform CRM
AI lead scoring
ERP integrated
22+ years experience