Teknovate CRM
Last Updated
Overview
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
Teknovate CRM Features
Lead Management Automation
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.
Centralized Task Assignment
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.
Quote-To-Invoice Workflow
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.
Real-Time Performance Tracking
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.
Multi-Channel Inquiry Capture
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.
Pros And Cons of Teknovate CRM
Pros
Instant lead capture and reminder alerts
Highly customizable marketing automation tools
User-friendly and well-organized interface
Cons
Mobile app can be improved
Limited features for campaign management
Teknovate CRM Reviews
Total 6 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars83%
4
Stars17%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Real Estate, 1-10 employees
Less than a year
“Budget-friendly CRM with great value”
Pros
It only takes about half a minute to pull leads from various platforms and it sends an alert to connect with the lead. Plus, it made lead segmentation and management so easy and it is packed with so many useful features that are too much to list but they are all great to experience while using the software.
Cons
Not much to mention but I feel like the mobile app could be improved a bit. Overall I would rate the mobile app 4/5.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Mechanical or Industrial Engineering, 51-100 employees
More than a year
“Powerful tool”
Pros
The real time reminder pop up alerts and conversation update history are very helpful. They keep everything on track and ensure nothing gets missed.
Cons
One thing I noticed is that there is a need to expand the campaign management features.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Apparel & Fashion, 11-50 employees
Less than a year
“Leading tool for CRM and automation”
Pros
Teknovate is a custom built marketing automation software that we can personalize. Moreover, we can create email templates that fit our company's specific needs.
Cons
The only issue I can mention is that it doesn't integrate with WhatsApp.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
Does Teknovate CRM have a mobile app?
Yes, it offers an Android mobile app for CRM access on the go.
What types of pricing plans does Teknovate CRM offer?
The software offers one Basic Plan: $10/month. Request a personalized Teknovate CRM price quote for your business.
Does Teknovate CRM offer an API?
Yes, Teknovate offers an API.
What language does Teknovate CRM support?
Software is primarily available in English.
Who are the typical users of Teknovate CRM?
Used by teams in manufacturing, education, construction, IT, and B2B sales sectors for lead management and automation features.
What other apps does Teknovate CRM integrate with?
It integrates with Justdial, Indiamart, Facebook, and Google Ads for lead capture.
What level of support does Teknovate CRM offer?
Teknovate CRM software provides support via live chat, phone, and email.