DreamCRM is a complete Solutions for different industry and its fully customized solutoins. it covers : 1. Sales 2. Marketing 3. Service/Helpdesk 4. Order Management 5. Projectmanagement 6. Task Management 7. Campaign 8. Telephony Integrations 9. Tally Integrations 10. Integration with any Software using API

1. DreamCRM
Boost your sales, marketing and customer support
productivity by availing our high-quality and cost-effective
CRM Solutions.
Prepared By: Amit Singh

2. DreamCRM Modules

3. Improve sales and grow your pipeline with our sales automation
modules. Model your sales process using our tools to increase lead
conversion rates, send personalised quotes and prioritise which
opportunities you should be pursuing next.
Sales

4. Use our CRM to grow your brand awareness. Use custom fields to model
your personas and successfully segment your data using our Target Lists
module. Create engaging campaigns to send marketing content and
automate marketing tasks.
Marketing

5. Our Case Management modules & self service portal allows users to
successfully manage customer issues. Manage all correspondence within
the case, use workflow to track resolution times and monitor case
categories to understand the problems your customers face.
Case Management

6. Get a 360-degree view of your customer base at any given time. Use
insights to build strong and lasting relationships.
Customer

7. Our Reports module allows users to build, generate and manage reports
based on real time data. Teams can gather data from any module within
your CRM to generate reports that will display vital information for your
business in real-time.
Reports

8. Monitor the business data that is important to you at a glance, with
personalised real-time dashboards for you and your users.
Dashboard

9. Automate key actions based on previously set conditions within the
CRM and free your teams of time-consuming admin tasks.
Workflow

10. Record and automate key touchpoints with your customers with our
Calls, Meetings, Tasks and Notes modules. Our personal and shared
calendars allow your users to keep track of their day to day and never
miss a client appointment!
Activity Management

11. Our solution comes equipped with a range of System Admin tools which
allows you to make your CRM your own, without development! Add new
fields, customise layouts and even create whole new modules is just a
taste of what you can achieve!
Configuration Studio

12. Core Module of
DreamCRM

13. Lead/inquiry Module
A Lead is an unqualified sales prospect whose information is held within DreamCRM.
Leads can be considered the digital business cards of the prospects you are wanting to
engage with. Leads can come from a variety of sources and channels including meetups,
conferences, press releases and marketing campaigns, contact forms. When a lead is entered
into the CRM, it can be automatically assigned to specific users to ensure the are qualified
as part of your organisation’s sales funnel.

14. Contact Module
Contacts module within DreamCRM will store details of all people that your business has
had communications with. Contacts are usually associated with an Account and Opportunity
and some contacts may belong to different departments within a company as well as
subsidiaries of parent organisations. DreamCRM contacts are typically converted from
qualified leads or added once a relationship with the contact has been established.

15. Account/Company Module
The Accounts module in DreamCRM will store all information specific to a company that
your organisation has a relationship with. Single or multiple contacts can be associated to
an account and can help to keep track of important company insights.

16. Opportunity/Deals Module
An Opportunity is a qualified Sales Opportunity that your business wants to progress to a
‘Closed Won’ status. The Opportunity module allows you to track your Opportunities
throughout your businesses Sales Pipeline and keep an eye on any changes to the value
associated with that opportunity, any contacts as part of a buying committee along with any
interactions with the organisation.

17. Product Module
The products module within DreamCRM contains a catalogue of the products or services
provided by your business, which users can select from when preparing Quotes.

18. Quotation Module
The Quote module in DreamCRM allows your organisation to create, track and issue
quotations to customers and outlines the requested product, the specified time it will take to
deliver it and the agreed price. A Quote can easily be converted into an Sales Order and
Invoice within the system. PDF versions of the quote can also be created based on the quote
details and sent to the customer.

19. Sales Order Module
A Sales Order is a confirmation of an order from your customer. This can be created directly
via the Quotation, once it is agreed upon by the Customer

20. Purchase Order Module
By raising a Purchase Order with a supplier you enter into a promise to be provided with
certain items under certain shipping or other conditions. A Purchase Order can be created as
a fresh standalone record or via the ‘Material Request’ or ‘Supplier Quotation’ DocTypes
among others, depending on your process flow.

21. Invoice Module
The Invoice module within DreamCRM can be used to create, track and issue bills issued by
your company to your customers. These Invoices can be converted easily from an existing
Quote in the CRM.

22. Contract/AMC Module
Contracts can be associated with an Account or Case within DreamCRM as these can
include details of any agreed support hours, visits etc. The Contracts module can also be
used to manage contract renewal dates.

23. Case/Ticket Module
The Cases module can be used to record and manage interactions with customers who have
requested help or advice with the products or service purchased from your company. Every
case record may relate to other records such as calls, bugs and also contacts making it easy
for users to get the full picture of the customers experience.

24. Calendar Module
The Calendar module in DreamCRM allows you to manage your time by scheduling
Meetings, Calls and Tasks. Users may share their Calendar so they can allow others to view
their upcoming activities. These activities will be displayed in the Calendar module given
that the User concerned is a participant or the task has been assigned to them.

25. Calls Module
Within the DreamCRM Calls module, users can schedule and log a record of inbound and
outbound calls which can be associated with an account.

26. Campaigns Module
DreamCRM makes it easy to track, evaluate and manage campaigns. It helps in marking the
various stages, importing targeted contacts, associating all the tasks, events, and calls related
to the campaign. It also gives a detailed view of all marketing campaigns an individual
customer has been a part of, such as email marketing campaigns.

27. Notes Attachment Module
The Notes module in DreamCRM can be used to keep a record of any comments,
observations or explanations that a user may have relating internally to their
organisation or relating to another DreamCRM record such as an Account, Contact,
Lead and many more. Notes are also used to keep record of all the interactions with
your Customers

28. PDF Template Module
This module within DreamCRM allows you to create document templates. These
templates can be used for Quotes, Invoices and Contracts.

29. Documents Module
The Documents module can be used as a repository for Customer issued or internal
files. This content can be uploaded, revised and viewed in addition to relating to
individual records within DreamCRM.

30. Projects module
Projects module allows the User to arrange their organisation’s projects by tracking a
number of Tasks and allocating resources.

31. Task Module
DreamCRM can assist Users with productivity, offering a way to record, relate and
assign Tasks and to-do items that require action.

32. Target Module
Typically Targets are used as the recipients of a Marketing Campaign, your organisation
knows very little about these individuals and they may be re-used for new Campaigns or
deleted without any impact to the business.

33. Target List Module
The Target Lists module within DreamCRM works in conjunction with the Campaign
module to assign individual or multiple target lists to a certain campaign, such as
email marketing campaigns.

34. Workflow Module
The Workflow module in DreamCRM allows the automation of actions based on certain
conditions set within the CRM data. This allows you as a business, to eliminate the need for
laborious, manual tasks to be performed by your team, freeing up their time for what matters
most.

35. Events Module
Events can be used to capture information an particular events and send out invites to
delegates, track who attended and become part of a Target List or Leads for users to engage
with further.

36. Knowledge Base Module
This allows users to have readily available template responses and processes to be used, for
example, with the Cases module.

37. Advance Search
CRM have large data sets so DreamCRM allows you to perform advanced searches on all
modules. The optional full text global search feature enables enhanced functionality of
searching text in documents and other files.

38. Desktop & Mobile Notification
Receive desktop notifications, such as upcoming meetings, Calls, Reminders, Renewal
and new assigned leads, Tickets, Task and more

39. Responsive layout feature
View or access the CRM on any device.

40. Role Management feature
Role Management feature Manage role membership and properties, limiting or granting
access to access, delete, edit, export, import, list, mass update and view each module.

41. Security Group Management feature
Configure Security settings such as group inheritance, additive security, etc. Control what your
users can access. Lock down sensitive data to specific groups or teams.

42. Bugs Module
The Bug module within DreamCRM can be used to record and track bugs in the products/
services that you offer. Whether the bug was found internally or by a customer, as it is
worked on and resolved, its progress will be identified by the Status field.

43. Report Module
DreamCRM Reports module allows users to build, generate, and manage reports on
modules in the CRM, for example reports on the current opportunities your sales users are
working on and where they are in your sales funnel in order to produce sales forecasts.
Reporting is a valuable tool as it allows users to gather data from various different modules
to generate vital information for their business in real-time.

44. Easy Integration with Third-Party Software
Increase productivity within your teams by integrating all of your core business systems
onto one platform, enabling effortless collaboration across any boundary. Implement
DreamCRM to create a highly efficient and robust IT solution that enables your teams to
focus on their core activities.
“Integrate DreamCRM with other applications, like ERPs, accounting, Marketing tools etc”

45. Mobile App Ready
DreamCRM Mobile App gives you a full CRM experience on mobile and It enables
sales, marketing, and support teams to access and manage their work from anywhere.
The biggest benefit of this Mobile App is its ability to allow your team to access data
while out in the field meeting with prospects and customers. Essentially, this data is at
the fingertips of you and all your employees, 24/7. In addition to equipping your team
with the data they need to close more deals, there are numerous benefits for your
organization to use a CRM system.