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Customer Relationship Management

Create a unified perspective on your potential customers, clients, collaborators, and suppliers, enabling sales, marketing, and support teams to access up-to-date information for providing remarkable customer interactions and boosting sales.

Unlock the potential of your business with our state-of-the-art Customer Relationship Management (CRM) solution. Designed to streamline customer interactions, our CRM platform provides a comprehensive suite of tools, combining traditional CRM functionality with advanced features. Seamlessly manage your sales process with sales force automation, deliver exceptional customer service, and automate your marketing efforts all from a single, centralized location. It takes a step further, enabling you to effortlessly handle quotes, commissions, sales forecasting, partner relationships, and more. With a seamless flow of information throughout the entire customer journey from lead to renewal and beyond our CRM solution enhances productivity and fuels business growth.


Enable sales, marketing, and support teams to consistently provide relevant experiences across all touchpoints through a unified customer view encompassing preferences, transactions, and interactions. Additionally, augment the shopping experience by integrating the CRM and Unified Commerce platform.


Enable sales teams to easily enhance their performance by seamlessly integrating various sales processes, including opportunity tracking, upselling, quote management, sales forecasting, order handling, fulfillment, and commission management.


Enable all customer-facing employees to access real-time, updated data pertaining to sales, support, and service. By utilizing our comprehensive customer view, your service and support representatives will gain enhanced visibility into customer concerns.



Bringing data, technology & expertise together to transform your business and make future-ready.


Integrating different varieties of data to enhance transparency, insights, and transform digitally to capitalize on data and innovate without boundaries.


Reliable & Resilient – your platform & partner for digital transformation without limits.

Streamline, Maximize, and Prevail

Experience a multitude of benefits that awaits

  • Improve relationships with your customers and manage all your business contacts and stores important information about them across all channels, including demographics, purchase history, and previous communications.
  • Build your sales pipeline by streamlining the sales process and automating the main tasks, and analyze all of your sales data and store it in one centralized place, which can be accessed by anyone who needs it.
  • Free up your employees by handling more mundane menial tasks, so that employees can focus on more human entered work and building customer relationships.
  • Provide a holistic view of the customer journey, see every piece of communication with your customers and potential customers.
  • Optimize costs and increase profitability by being able to focus on your most profitable customers.
  • Cultivate a personal approach to every communications, develop new products and services that your customers actually need and want.
  • Contextualize customer data - such as click-through rates, bounce rates, and demographic data, can demonstrate the success of a campaign and highlight opportunities for further optimization.
  • Achieve comprehensive insight into all customer interactions and transactions, whether online, in-store, or via phone, with a unified view across all channels.
  • Enhance sales processes by gaining clear visibility into pipeline and forecasts, and optimize efficiency through an integrated quote-to-order, cash, and fulfillment solution.
  • Empower support teams with instant access to customer information, enabling them to foster customer satisfaction and loyalty from any location, at any time.

Prominent attributes to enhance your organization

Simplify and streamline your organization's complex processes with Nirmalya Enterprise Resource Planning, an all-in-one enterprise resource planning platform.

Process Management

Elevate your organization's performance with process management, a powerful feature designed for creating standardized process flows. With an emphasis on ensuring all team members follow the defined processes; this solution boosts sales and service operations seamlessly. From lead generation to closing deals and ensuring customer satisfaction, all aspects are effortlessly managed on a consolidated platform. Gain real-time visibility into service operations and leverage data-driven insights to drive sales performance to new heights.

  • Develop and execute adaptable sales procedures tailored to your specific requirements to establish effective methods, and guarantee strict compliance with the designated processes.
  • Prioritize completion of all tasks at each stage before progressing to the next, and utilize analytical reports to identify areas within your process that may require modifications.
  • Customize actions for each stage of the process, such as sending follow-up emails and maintaining thorough records.

Sales Force Automation

Elevate your sales processes to new heights with our advanced sales force automation feature. Enable your sales organization to streamline and optimize their operations seamlessly. From effectively managing opportunities, upselling, and quotes to accurate sales forecasting, order fulfillment, and commission management, our robust platform provides end-to-end integration. Leverage real-time data insights and analytics to empower your sales teams with comprehensive understanding of customer relationships.

  • Enhance operational efficiency by eliminating the need for multiple data sources and the repetitive tasks associated with managing them.
  • Enhance the accuracy of forecasts by leveraging real-time sales data, obtaining comprehensive insights into potential opportunities, and leveraging a comprehensive suite of forecasting tools based on probabilities.
  • Establish standardized winning deal strategies by seamlessly connecting your sales process with the customer's buying process, thereby promoting best practices.
  • Create a comprehensive representation of all accounts and their contacts, accompanied by correlated activities, within a unified dashboard.

Marketing Automation

Revolutionize your marketing efforts with our Marketing Automation platform. Specially designed to simplify lead qualification and conversion, this comprehensive tool allows you to effectively target your audience, build engaging campaigns, and seamlessly execute them. By accurately tracking and measuring prospect activity, our solution enables you to identify precisely when a lead meets your predetermined buyer-readiness conditions. As soon as this happens, the system instantly passes the lead to your sales team, enabling improved efficiency and productivity.

  • Segment data effectively to create personalized marketing campaigns using demographic information, purchasing behavior, response habits, and customer support records.
  • Streamline the execution of marketing campaigns across various platforms such as websites, emails, events, and social media through automation.
  • Evaluate campaign metrics and return on investment (ROI) starting from the initiation of a marketing campaign until the final order transaction.
  • Maximize marketing and sales synergy and enhance cooperation by swiftly converting potential customers into loyal patrons with the aid of aligned objectives.

Customer Service Management

Revolutionize your customer service operations with our cutting-edge customer service management feature. By leveraging our platform, you can simplify and automate case management processes, empowering customers to submit cases online effortlessly. Gain real-time visibility into the status of each case and facilitate seamless follow-up communications, enabling quick resolutions. Moreover, our comprehensive online knowledge base serves as a valuable resource for customers, offering the answers they seek at their fingertips. Elevate your customer service experience and optimize your workflow with our customer service management feature.

  • Enable customers to independently address common issues through a self-service portal and a searchable knowledge base consisting of documentation.
  • Enhance the speed of resolving cases by appropriately assigning them and granting support representatives complete access to customer data.
  • Empower sales, service, and support representatives to enhance upselling and cross-selling abilities by providing them with comprehensive insights into customers across various functions.
  • Improve the efficiency of implementing marketing campaigns across various channels with a streamlined approach.

Partner Relationship Management

Enhance collaboration and boost productivity with partner relationship management feature. Our state-of-the-art platform enables real-time information flow between your organization and your partners, facilitating smooth communication and fostering success. Take charge of the entire partner-focused sales and marketing process under one roof. Seamlessly coordinate joint marketing campaigns, efficiently manage leads, accurately forecast sales, optimize pipeline management, streamline order processing, and effortlessly administer partner commissions and royalties - stay in control and maximize partnerships with ease.

  • Employ email communication with click-to-destination links to effectively share sales and marketing information within your partner network, directing partners towards your portal.
  • Acquire valuable understanding of daily marketing and sales endeavors to enhance tracking capabilities and expedite sales cycles.
  • Consolidate partner activities, sales operations, and order management into a unified platform, fostering streamlined functionality.
  • Develop and implement comprehensive marketing campaigns aimed at generating high-quality leads for suitable partners.

Dashboard and Analytics

Experience the ultimate control over your business performance with our interactivedashboard and analytics feature. Dashboard and analytics allow you to track individual sales parameters and make data-driven decisions though a consolidated view of data and insights, derive actionable insights and tell the right stories to the right stakeholders to propel business performance. Real-time reporting gives insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, team performance, forecasts, and much more. Gain a competitive edge through continuous monitoring and informed decision-making.

  • Empower team to make data-driven decisions though multi-dimensional reports, analytics and customer's insights.
  • Drill deep into your sales data, and start seeing your everyday sales metrics in the most visually engaging way starting from pie charts to heat maps.
  • Compare your actual sales performance with the predicted trend, and lets you know where there were any deviations from the projected sales pattern.
  • Visualize entire sales process, measure its efficiency by checking the overall conversion rate, identify the bottlenecks, and define actionable tasks to improve bottom line.


Elevate your business by harnessing the capabilities of cutting-edge Mobile App. Designed to enhance your productivity on the go, it allows you to effortlessly view, enter, and update crucial customer and sales data from the convenience of your tablet or mobile device. Seamlessly manage various day-to-day activities, from viewing calendar reminders to logging call notes, creating quotes, and submitting time sheets and expenses. The app's innovative snap-and-attach receipts feature revolutionizes expense tracking, ensuring accuracy and seamless expense management. Embrace efficiency and make informed decisions with this state-of-the-art Mobile App.

  • Enable your team to deliver efficient and personalized service by granting them instant access to customer history, preferences, and interactions. With this valuable information at their fingertips, they can proactively address customer needs and inquiries, ensuring a positive overall experience.
  • Enhance productivity by streamlining workflows, eliminating the need for lengthy email threads, and fostering seamless collaboration among team members.
  • Obtain immediate insights into sales performance, customer behavior, and the effectiveness of marketing campaigns right at your fingertips.
  • Enhance sales cycles, bolster customer engagement, and streamline support operations through the utilization of mobile features such as lead management, estimate creation, generating quotes, booking orders, accessing service insights, real-time analytics, and other valuable functionalities.

Resolving a wide range of challenges

Accessible Anytime, Anywhere

Whether you find yourself in a business meeting, on the move, or working remotely, you can effortlessly retrieve customer data, monitor sales, and promptly address customer queries in real-time.

Unified Data Source

Get a comprehensive overview of a customer across various channels ensures full transparency of all online, in-store, and phone transactions and interactions.

Improved Performance

Enhance your sales process by gaining clear insights into your pipeline and forecasts. Streamline the entire sales cycle with our comprehensive and seamlessly integrated quote-to-order, cash, and fulfillment solution.


Effortlessly engage in seamless collaboration and effortless sharing of information within the application. Swiftly allocate tasks, maintain up-to-date customer records, and communicate effectively with fellow team members to ensure synchronization and alignment.

Customer Satisfaction

Provide exceptional customer service by giving your team instant access to customer history, preferences, and interactions. This enables your team to proactively address customer needs and inquiries, thereby ensuring a positive customer experience.

Real-time Analytics

Acquiring the capability to utilize real-time analytics is of utmost importance when it comes to making well-informed business choices by promptly gaining valuable insights into sales performance, customer behavior, and marketing campaigns.

We have significantly enhanced efficiency by centralizing, hosting, and making all our operations accessible in the cloud. Nirmalya Unified Platform has enabled us to support remote sales and customer service, offer an elevated level of service to our customers, and effectively manage our operations with real-time data.

Saroj Patro | CMD, Shoukeen Industries

Accelerated Value Realization

Our implementation strategy is designed to ensure that your business operations undergo a swift and seamless transformation, resulting in faster time to value. Our experienced consultants utilize a structured approach that combines extensive industry knowledge with the latest implementation techniques. This enables you to expedite the deployment of our powerful solution and experience a rapid return on investment.

Through our streamlined process, you can optimize productivity and streamline business processes with minimal disruption. We have consolidated the expertise gained from global deployments into a set of leading practices, providing a clear path to success and delivering rapid business value.

With Nirmalya, you can confidently expect to go live within a predictable timeframe through smart, stepped implementations.

How much does it cost?

Nirmalya offers its services to companies of all sizes, including startups, fast-growing businesses, medium-sized enterprises, large corporations, and non-profit organizations. We assist these companies in streamlining their operational capabilities without the need for significant capital and operational expenditures. By eliminating the burden of maintaining an Enterprise Resource Planning system, which typically involves investments in manpower, hardware, and software, we help companies focus on their core activities.

Our collaboration with companies involves an initial setup fee for implementation, followed by an annual license fee based on the modules chosen by the customer for implementation. As businesses expand, customers have the flexibility to incorporate new modules as needed.


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