SHANAYA CRM SOFTWARE

All-inclusive Customer Relationship Management! Store all your customer

information in one convenient, easy-to-use workspace, easily tailored to match your sales process. Manage accounts, route leads effectively, collaborate on sales opportunities, and get visibility into your entire sales pipeline and revenue.

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Lead Management

Ensure no sales opportunity goes to waste with automated lead management. Track the status and source of every lead — and route leads by specific territory or agent while the prospect is still interested.

Generate Sales Leads

Track every critical bit of lead information and reach leads while they’re still hot.

Bulk Email

Manage email campaigns and announcements straight from the campaign module. Target a contact or contact list, and insert custom fields to personalize the messaging to each recipient for higher open and click-through rates.

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Sales Productivity

Empower your sales team with more selling time and eliminate non-revenue generating tasks.

Email Integration

Drive productivity and success by tracking all your contacts and email communications inside a single application. Sync Shanaya with Outlook and Gmail in almost no time using our pre-built integrations.

Mobile CRM Access

Take your sales data wherever you go with a feature-rich mobile-friendly CRM. Field agents can manage calendars, prepare for meetings — get a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.

Task Management

Enhance your team productivity and responsiveness with dynamic task management tools. Filter your task lists by priority and urgency to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.

Quotation Management

Empower your team to beat competitors to cash with fast Excel quoting. Build standardized quote templates and populate them with company, customer and product details. Then sync quoted values with your opportunities module for decisive forecasts.

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Full Pipeline Visibility

Sales Reports

Dig deeper into your sales data with interactive Excel reports. Choose from our built-in library of popular report templates or upload your own, and populate it with your favorite data points at a click.

Sales Goal Tracking

See who your top performers are and plan effective sales strategies. Follow key indicators including progress to quota and probability of close — and create intuitive graphs and charts you can use to motivate your team.

Sales Dashboards

View and digest sales information through a graphical dashboard personalized with your chosen metrics. Compare won and lost opportunities, and monitor rep performance, with every important detail available at a glance.

Sales Forecasting

Personalize the way you consume sales information with intuitive sales reports. Track critical metrics like probability of close. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel or rep.

Alerts & Notifications

Stay on top of important events and what your team is doing. Trigger notifications on data capture fields. Know the moment you land a big opportunity — or when an account changes territories. Never forget a birthday, anniversary or follow-up call.