Customer Management
Create and maintain customer records, business details, addresses, GST and relationship history.
Crest • Customer Specific CRM
A CRM built around your customer process.
Crest helps teams manage customers, contacts, communication, follow-ups and complete customer visibility from one clean dashboard.
CRM Features
Customer relationship management for practical business teams.
Contact Management
Manage multiple contacts per customer with phone, email, department, designation and notes.
Customer Dashboard
View customer summary, open tasks, pending follow-ups, orders, communication and reports.
Follow-up Tracking
Assign reminders and keep sales/service communication on track.
Activity History
Maintain a timeline of calls, emails, meetings, notes and customer actions.
Reports
Management reports for customers, contacts, activities and team performance.
Customer ViewComplete profile, contact persons, communication and open actions.
DashboardSingle customer dashboard for sales, service and management visibility.
CustomisationCustomer-specific fields, workflows and reports can be added as required.
Screenshots
Replace placeholders with Crest CRM screenshots.
Need a CRM tailored to your business?
Crest can be adapted for your sales, support and customer workflow.