Using Freshworks apps? Check out what we can do for you!

Customer Relationship Management (CRM)

The better you comprehend your customers, the more cordial you can be to their desires.

Get a Proposal

Engage, Track and Analysis

Customer Relationship Management (CRM) is a unified platform for engaging, tracking and analyzing all the interactions with the customers and leads. This is one tool which all the businesses should possess in their armory for delivering a pleasant customer experience.

Technology Expertise

Why your Business Need CRM?

Tracking Customers

A well-maintained CRM offers live tracking of various customer and their statuses.


A well structured CRM is the best analytics tool for a business to analyze and grow consistently.

Boost Employee Results

CRM provides an option for showing employee stats in the form of leader boards. Employees and client can see their live position on the leader board which will encourage them to perform better.

Task Management Calendar

A CRM provides a comprehensive calendar module with which you can record and track all the tasks and events related to each customer.

Information Security

A company can store and handle customer interactions with email and notepads, but those data are can always be deleted or lost. A web-based CRM with good security offers lifetime data storage which can be retrieved anytime anywhere.


Our Expertise
in CRM

TechAffinity has developed and deployed many CRMs successfully over the past decade. All our CRMs are cloud-based, highly secured, offers in-depth tracking & analytics and come with marketing automation.

Our CRMs are compatible with all third party APIs and we are pioneers in integration. All our CRMs are mobile-friendly and we also develop and provide mobile applications integrated with CRM as per client requirements. Our CRMs comes with easy to use import/export feature with which you can switch data from one CRM to another without any downtime or bugs.

Implementation Process

Gap Analysis

Understanding the need

Proof of Concept

Scope Assessment

Design & Development

Quality Assurance

Data Migration


Industry Experience

Insurance Agencies

Health Care


Real Estate