Genial CRM

Genial CRM is the tool which is available on cloud as well as on premises under Package solutions. This tool will help us to manage Pre Sales, Post Sales, Task Management, Forecast and Expense reimbursement in Organization.

Functions and Futures:

Admin and Security

  • Configure Organization
  • Manage User and their access
  • Create Operational Geography and manage uses access
  • Create and Manage Inventory

Pre Sales

  • Generate Lead and perform activity on, like assignment, task assignment etc.
  • Manage Customer and their Contact Directory
  • Opportunity management. Various type of analysis available like Stage, Value etc.
  • Prepare and send Quotation with Product Brochure / without product Brochure.
  • Approval Flow and version management of Quotation.
  • Various analytics reports available which can be exported in CSV / Pdf.

To Do

  • System generated task and their activity
  • User define task and their activity
  • Reminder and follow up can be set on the Task
  • Task analytics available

Post Sales

  • AMC Quotation can ne prepared and sent
  • Complaint log and assignment
  • Complaint execution and it’s analytics
  • Executive performance analytics


  • Top – Bottom and Bottom – Top Forecast can be assigned and monitored
  • Forecast analysis and executive preformation can be monitored

My Dues

  • Allowance configuration and management
  • Claim Expenses and process
  • Document management


Excellent dashboard and alert notifications available to provide close and effective communication.

This is a generic framework which can be easily customized into real estate crm, Mortgage CRM, Retail CRM etc

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