Boost Sales and Marketing with H-Office CRM

Elevate your sales and marketing game with H-Office’s comprehensive CRM solution. Seamlessly manage leads, automate marketing campaigns, track customer interactions, and drive revenue growth. Harness the power of data-driven insights to make informed decisions and build lasting customer relationships.
Marketing CRM

Marketing CRM Package Includes

Prospect Center

Nurturing Growth and Seizing Opportunities

Leads & Opportunities

Explore the Leads & Opportunities in H-Office to nurture growth and seize every promising opportunity that comes your way. With our powerful CRM tools, you can efficiently manage leads, track potential opportunities, and convert them into successful ventures. Stay ahead in the competitive business landscape by harnessing the full potential of your leads and transforming them into valuable assets for your organization.
  • Funnel Management
  • Web to Lead Form Integration
  • Lead Custom Field Creation
  • Lead Follow-up Management
  • Lead revoke policies
  • Real-time Notifications

Strengthen Relationships, Drive Results

Followups Management

Elevate your customer engagement with H-Office’s Follow-up Management feature. Streamline your interactions, track progress, and never miss an opportunity to nurture leads. With dynamic outcome tracking, multiple follow-up channels, and customizable fields, our Follow-up Management empowers your team to build stronger relationships and achieve exceptional results.
  • Dynamic Outcome Master
  • Multiple Followup Channels
  • Associate Selection
  • Followup Remarks
  • Next Folllow-up Gandgets & Reminders
  • Follow-up Entries with Custom Fields
  • Follow-ups History Tracking
Followups Management
Quotation & Proposal
Effortless Management and Meaningful Engageme

Lead Workflow Automation

Elevate Customer Engagement with H-Office CRM Core’s Contact Center. Seamlessly manage your contacts while reaping substantial business benefits. Enhance privacy controls, streamline categorization, and map contacts to specific industries and segments. Gain a panoramic 360-degree view of each contact’s interactions, fostering deeper insights and better understanding. Forge meaningful relationships by mapping contacts to companies or individuals, nurturing personalized engagement. Collaborate effectively through notes and comments, and optimize business strategies by categorizing contacts based on divisions. Assign dedicated key account managers and effortlessly manage multiple addresses and communication channels. With contact alias management, communication becomes effortless, empowering you to nurture stronger connections, drive conversions, and fuel growth.
  • Contact Privacy
  • Categorization
  • Industry Mapping
  • Segmentation
  • 360 View of Contact
  • Company / Individual Relationship Mapping
Sales Funnel Management

Streamline Your Sales Strategy with Multiple Sales Funnels

Multiple Sales Funnels

Unlock the power of effective sales management with H-Office’s Multiple Sales Funnel feature. Tailor your approach to different customer segments, products, or marketing campaigns by organizing and managing multiple sales funnels within one integrated platform. Maximize your revenue potential, improve conversion rates, and boost customer satisfaction with this versatile tool.

Accurate Sales Forecasting Made Simple with H-Office

Sales Forecasting

Make informed decisions, plan effectively, and boost your bottom line by leveraging cutting-edge technology to forecast your sales with precision. With a user-friendly interface and powerful features, our Sales Forecasting tool empowers you to navigate the future of your business confidently.
  • Sales Value Wise Forecasting
  • Categorization / Segment Wise Forecasting
  • Product Volume Wise Forecasting
  • Probability (%) Analysis
Sales Fore Casting
Prospects Center

Turning Prospects into Opportunities

Prospects Center

Welcome to the Prospect Center of H-Office, where leads are transformed into valuable business opportunities. With a comprehensive suite of tools and features, we help you manage and nurture prospects to fuel business growth. From contact details to communication preferences, industry categorization to personalized settings, the Prospect Center empowers you to create meaningful connections that drive success.
  • Comprehensive Prospect Details
  • Efficient Categorization
  • Key Account Manager Assignment
  • Source of Inquiry Tracking
  • Business Contact Type
  • Industry and Category Selection

Strategic Email Outreach Made Easy

Email Campaigns

Transform your marketing strategy with H-Office’s Email Campaign feature. Streamline your communication efforts by sending targeted campaigns to your subscribers & target audience. From managing templates to scheduling campaigns and analyzing their impact, this comprehensive tool empowers you to optimize engagement, track performance, and enhance your overall outreach strategy.
  • Campaign Lists
  • Product Management
  • Template Management
  • Campaign Scheduling
  • Unsubscribe Management
  • Campaign Analysis
Email Campaign
SMS Campaign

Unlocking Opportunities with SMS Campaigns

SMS Campaigns

Enhance your marketing strategy with H-Office’s SMS Campaign feature. Seamlessly connect with your audience by sending targeted SMS campaigns to your existing contacts. From managing templates to scheduling campaigns and analyzing their effectiveness, this comprehensive tool empowers you to maximize engagement, track performance, and elevate your overall outreach approach.
  • Campaign Lists
  • Template Management
  • Send Now & Schedule Campaign
  • Campaign Analysis

Elevate Your Marketing Reach with WhatsApp Campaigns by H-Office

Whatsapp Campaigns

Harness the power of WhatsApp for your marketing efforts with H-Office’s WhatsApp Campaigns. Engage your audience, send timely alerts, and manage your campaigns seamlessly. With features like template management, scheduling, and real-time alerts, you can take your marketing strategy to the next level.
  • WhatsApp Alerts on Key Events
  • Template Management
  • Send Now & Schedule Campaigns
Whatsapp Campaigns
Lead Analysis

Unlocking Growth Opportunities with Lead Analytics in H-Office

Marketing Analytics

In the fast-paced world of business, staying ahead requires more than just intuition. It demands data-driven decision-making. H_Office’s Sales Analytics transform numbers into actionable insights, empowering you to make informed choices, optimize your sales processes, and drive growth like never before.   Our Sales Analytics tools provide you with a panoramic view of your sales performance, enabling you to uncover trends, spot opportunities, and refine your strategies. Dive deep into your sales data, from lead generation to closed deals, and equip yourself with the knowledge you need to outperform your competition.
  • Comprehensive Data Analysis
  • Real-time Metrics
  • Customizable Dashboards
  • Sales Funnel Analysis
  • Product and Customer Insights
  • Forecasting and Predictive Analytics
  • Performance Benchmarking
  • Visual Data Representation

Extend Functionality and Precision in Your Marketing CRM with Our Supported Add-Ons

Supported Add-Ons in Marketing CRM

Enhance Your Workflow with Supported Integrations

Marketing CRM Supported Integrations

Integration indiamart
Integration Trade India
Integration Facebook
Integration Instagram
Integration Mailchimp
Integration Aweber
Integration Whatsapp
Integration Text
Integration Amazon SES
Integration Call
Integration Google Maps
Integration IOT