CustomerRelationshipManagement(CRM)

Capture leads from Facebook, track customers and quotations, and manage every CRM task from one integrated ERP module built for complete customer relationship visibility.

Customer Relationships

Complete Customer Relationship Management From Lead to Quotation

Multi-Techno CRM connects lead capture, customer records, and quotations into one system including direct Facebook lead capture so no inquiry falls through the cracks and every customer relationship stays visible.

From lead capture to closed quotation

Facebook Leads

Capture leads directly from Facebook campaigns.

Lead Management

Track and manage leads through the pipeline.

Customer Records

Maintain complete customer relationship history.

Quotations

Generate and track quotations from leads.

Product View

See Your CRM Operations in One Place

Multi-Techno Inventory

Multi-Techno CRM module showing leads, customer records, and quotations

Workflow

How CRM Works

STEP

Capture the Lead

Leads come in directly from Facebook campaigns or are added manually into the system.

STEP

Track & Follow Up

Manage leads through CRM task status and stay on schedule with the CRM task calendar.

STEP

Convert to Customer

Move qualified leads into customer records as the relationship progresses.

STEP

Quote & Close

Generate quotations directly from the CRM and track them through to a closed deal.

Core Capabilities

Everything You Need to Manage Customer Relationships

Keep inventory operations structured with tools designed to support everyday stock control, movement, valuation and reporting.

Facebook Lead Capture

Pull leads directly from Facebook campaigns into the CRM without manual entry.

Centralized Lead Tracking

Keep every lead visible in one place, from first contact to conversion.

Customer Relationship Records

Maintain a complete history of customer interactions and details.

Quotation Generation

Create and send quotations directly tied to leads and customers.

Task Status Tracking

Monitor CRM task status so follow-ups never get missed.

Task Calendar

Schedule and view CRM tasks and follow-ups on a dedicated calendar.

Lead-to-Customer Pipeline

Move contacts smoothly from lead status through to active customer.

Connected to Sales

Quotations and customer data flow naturally into the broader sales process.

A Complete CRM Module for Managing Relationships

CRM

Capture, track, and convert leads into customers and quotations.

Get Facebook Leads Data

Leads

Customer

Quotation

CRM Task Status

CRM Task Calendar

Explore More

See How Inventory Fits Into Your Business

Explore the industries and ERP modules that work alongside inventory management.

See All Industries

Industries That Use This

Industry-specific inventory use cases

Trading

Purchasing, sales and stock

Solar

Project and inventory operations

Manufacturing

Business-specific ERP operations

Construction

Construction and project control

Engineering

Projects and material control

Related Blogs

How CRM Software Improves Customer Satisfaction

CRM

Customer expectations have changed dramatically over the past few years. People no longer judge a business only by its p...

#CRM Software Improves Customer Satisfaction#CRM software+8

View All Blogs

FAQ

Frequently Asked Questions

01What does the Multi-Techno CRM module handle?

The CRM module covers Facebook lead capture, lead management, customer records, quotation generation, and CRM task tracking with a dedicated task calendar.

02Can I capture leads directly from Facebook?

Yes. The CRM can pull lead data directly from Facebook campaigns, removing the need for manual lead entry.

03Does the CRM generate quotations?

Yes. Quotations can be created and tracked directly from leads and customer records within the CRM.

04Can I track follow-up tasks for leads?

Yes. CRM task status and a dedicated CRM task calendar help track and schedule follow-ups so leads are not missed.

05How do leads become customers in the system?

Leads are tracked through the CRM pipeline and converted into full customer records as the relationship progresses.

06Is the CRM connected with the Sale module?

Yes. Customer records and quotations created in CRM connect naturally with the broader sales process in Multi-Techno ERP.

07Can I manage project-related customers here too?

For project-specific planning and BOQ tracking, Multi-Techno offers a dedicated Project Management module that works alongside CRM.

08Does the CRM support multiple lead sources?

Facebook lead capture is built in, and leads can also be added manually from other sources into the same pipeline.

Managing Projects Too?

Explore Multi-Techno Project Management for BOQs, task tracking, and project financials.

Book Your Free Demo

Fill out the form below and we'll be in touch shortly.