Teknovate CRM improves sales visibility and automates daily tasks across departments. Though it lacks WhatsApp integration, its built-in lead management, real-time reminders, and role-based customization make it easy to use. For teams needing a centralized, web-based CRM-ERP system, it offers a practical and responsive solution.

Teknovate CRM Specifications

Contact Management

Lead Management

Opportunity Management

Workflow Automation

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What Is Teknovate CRM?

Teknovate is a cloud-based enterprise resource planning (ERP), and customer relationship management (CRM) software designed to automate and streamline sales processes. It helps businesses manage the complete customer lifecycle by centralizing lead management to ensure no opportunity is missed. With detailed reporting and analytics, it provides valuable insights into sales performance, empowering teams to identify process weaknesses. The platform's task management tools help organize and track activities, improving overall team productivity and efficiency.

Teknovate CRM Pricing

The Teknovate CRM cost remains highly accessible for startups and growing teams seeking a streamlined sales solution. It offers one plan:

  • Basic plan: $10/month
Request a personalized Teknovate pricing quote for your business today!

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Teknovate CRM Integrations

The software supports integration with multiple systems and platforms, such as:

  • Facebook Ads
  • Instagram Ads
  • IndiaMART Lead Portals
  • TradeIndia Lead Portals
Watch a free Teknovate CRM demo to learn more about its integration capabilities.

Who Is Teknovate CRM For?

The software caters to businesses operating in various industries and sectors, including:

  • Real estate
  • Manufacturing
  • Trading
  • Energy
  • Tourism

Is Teknovate CRM Right For You?

Are you searching for a unified CRM and ERP solution that simplifies lead conversion, order management, and team coordination? Teknovate CRM might be the perfect fit. It addresses critical pain points like sales leakage and workflow delays with its automated quote-to-invoice flow and centralized task tracking.

Designed for growing businesses, the platform ensures secure data access, role-based permissions, and seamless scalability. It empowering teams to focus on productivity while maintaining control across departments and operations.

Still have questions about Teknovate CRM? Call (661) 384-7070 for more details and personalized assistance.

Teknovate CRM Features

Teknovate CRM software simplifies lead handling by automatically capturing inquiries from multiple sources and assigning them to the right team members. This helps eliminate manual errors, speeds up response times, and ensures every potential opportunity is tracked and followed efficiently.

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The platform allows managers to assign tasks directly within the CRM, helping teams stay aligned and accountable. It minimizes miscommunication, improves workflow visibility, and ensures no task goes unnoticed, ultimately improving team productivity and project delivery.

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With its integrated quote, order, and invoice module, the software provides a smooth transition from sales to payment collection. This streamlined process reduces paperwork, eliminates duplication, and speeds up business operations from proposal to cash.

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This feature allows managers to monitor team activities and outcomes through real-time dashboards and reports, which offers valuable insights into employee performance and overall business health, enabling timely decisions and continuous improvement.

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The software captures leads from websites, social platforms, JustDial, IndiaMART, and more, all into one dashboard. This unification enables faster responses, accurate follow-ups, and better conversion rates, especially for businesses receiving leads from multiple digital sources.

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Frequently Asked Questions

Yes, it offers an Android mobile app for CRM access on the go.