Customer Relationship Management

Impress your customer like a pro!

Heliconia Customer relationship management

CRM Features

Lead Management

Forward your leads to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.

Email Communication

Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.


Customize forms, fields, reports to suit your business.

Why CRM ?

The expenses related with finding new clients imply that each current client could be essential. Customer Relationship Management (CRM) causes organisations to pick up a knowledge into the conduct of their clients and change their business activities to guarantee that clients are served in the most ideal way.

Customer Relationship Management (CRM) is a broadly actualised technique for dealing with an organisation’s communications with customers, clients and sales prospects.

It includes utilising innovation to sort out, computerise, and synchronise business process primarily sales exercises, yet additionally those for advertising, customer administration, and technical help.

Nonetheless, CRM cannot be called as a software package or just a tool, it is an overall concept beyond software or a specific CRM platform or provider.

Customer Relationship Management (CRM) is a blueprint for organising/focusing all your business relationships and interactions with your existing customers and potential to improve business profit or financial gain.

Why your company/organization needs CRM?

Excellent management is key for any operation or activity, be it industrial, life, office work or even for any business. When we talk about CRM (Customer Relationship Management), we engage many entities i.e. Customer, Sales Person and the purpose of inquiry. Let’s explore why you need CRM and why we suggest Odoo CRM for your organization.

Contact Management

Lead Management

Sales Team Management

Interactive reports