Customer Relationship Management

Build stronger relationships, streamline sales, and deliver exceptional customer service.

CRM Dashboard
CRM Overview

360° Customer View

LedgerCtrl CRM provides a complete platform to manage all customer interactions from lead to order to support. Our solution helps sales teams sell more effectively while delivering exceptional customer experiences.

  • Centralized customer database
  • Sales pipeline management
  • Marketing automation
  • Customer service ticketing
  • Integrated with accounting

CRM Features

Powerful tools to grow your customer relationships

Lead Management

Capture, qualify, and nurture leads with automated workflows and scoring to focus on the most promising opportunities.

Sales Pipeline

Visualize your sales funnel, track deal progress, and forecast revenue with customizable stages and probability settings.

Marketing Automation

Create targeted email campaigns, track engagement, and automate follow-ups based on customer behavior.

Customer Support

Manage service tickets, track resolutions, and maintain knowledge bases to deliver excellent customer service.

Quotes & Orders

Generate professional quotes, convert them to sales orders, and track fulfillment status all in one system.

Mobile CRM

Access customer information, update opportunities, and log activities from anywhere with our mobile app.

Business Benefits

How our CRM solution helps your business

01

Increased Sales

Shorten sales cycles and increase win rates with better pipeline visibility and automated follow-ups.

02

Improved Retention

Reduce churn by proactively managing customer relationships and quickly resolving issues.

03

Team Productivity

Eliminate repetitive data entry and manual processes with automation and centralized information.

04

Data-Driven Decisions

Gain insights from customer behavior, sales trends, and support metrics to guide strategy.

Seamless Integrations

LedgerCtrl CRM connects with your existing business systems:

  • Accounting & Invoicing
  • Email & Calendar
  • E-commerce Platforms
  • Marketing Automation
  • Customer Support
  • Social Media

Ready to Transform Your Customer Relationships?

Discover how LedgerCtrl CRM can help you sell more and serve better.

Related Solutions

Explore other modules that work seamlessly with CRM

Accounting

Automatically convert quotes to invoices and track customer payments and balances.

Learn More

Project Management

Manage client projects, track time, and invoice for services directly from the CRM.

Learn More

Inventory

Check product availability and create orders directly from customer records.

Learn More