About Service

CRM(Customer Relationship Management) software provides an end-to-end support to enhance your company’s relationships with potential and existing customers by providing efficient customer experience. To achieve these goals, CRM softwares integrate with cloud Telephone solutions(Cloud Telephony Integration) from reputable vendors to enable them to address customer problems effectively and improve customer relationship management services.

Benefits of CRM

  • Maintain a centralized database across your sales org.
  • Streamlining and automating processes.
  • Manage all communication and interactions.
  • Organize contact data.
  • Automate forecasting for your sales performance.
  • Scale your sales processes over time.
  • Make administrative tasks efficient.
  • CRM Features

    Your business can benefit from having an end-to-end CRM with advanced features that improve the different aspects of your business operations.CRM provide the feature that can be helpful in maintaining healthy relationships with your customers and increase your team’s productivity.

    Stop wasting time dialing phone numbers—make calls straight from CloudShope CRM! While you're looking at your leads or contacts, just click the call icon to start a call.

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    The core feature of cloud telephony with inbuilt CRM is call forwarding and recording. The call recording feature makes your team more attentive.You can forward incoming calls to your sales agent depending on the user’s input. Divert calls to respective departments and get all the call details for reference.

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    Call tracking merged with your CRM will give you live customer insights. Your sales team will be able to see information about the customer they’re talking to including the keywords they used to find your website, the page they landed on and whether they’ve called before. This real time customer intelligence will give your operators the essential information to tailor their conversations.

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    Customer can easily used cloudshope CRM by using follow Updates in which he used the functionility like selecting category,setup their priorty,updates status,comment and update date and time.

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    Greet your callers with a customized corporate jingle, pre-recorded voice message or caller tune. Update your message or tune whenever you want to. user friendly panel which is easy to use & manage.

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    CRM uses multiple lead selection so the customer increase there lead by selecting the SMS/Calls/ClicktoClick/Autodialer.Its increased the lead of the customer in less time which increased its lecvel of productivity.

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    Custom Filter helps you quickly filter all the SuiteCRM records in a particular territory and assign those records to your sales agent in that same territory.Custom Filter is the best solution for displaying lists with predefined filters, especially as a daily function to help teams find and sort through records.

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    One of the main reason for integrating your telephone solution into online CRM systems is to improve staff efficiency. By integrating communication components into our cloud CRM softwares, employees would no longer have to shift from the CRM app to the phone app to make or receive calls.

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    A good CRM system will gather information from a large variety of sources across your business and beyond. In this way, it can serve as a customer-listening engine, giving you unprecedented insights into how your customers feel and what they are saying about your organization — so you can improve what you offer, spot problems early, and identify gaps.

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    Data Analysis reports in CRM use these call information to provide analysis on the difference between where they are and where they want to be. This helps them identify how much they have to improve in each area and provide futuristic solutions and business proposal for improving the company’s profit margin.

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    Apart from tracking calls, integrating your call solutions into a CRM means access to more leads. You can track all your call log history, your call data including which is generating more leads. CRM gives you information about customer basic information, existing accounts, leads, and sales opportunities.

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    CRM enables you to categorise customers based on various metrics and enables you to define the frequency with which your sales team should connect with each customer. Integrating your CRM and telephony enables you to track whether the sales team contacted customers at predefined times, and what the outcome for the same was. You don’t have to put up with excuses like “forgot to log” or “called but no one responded.”

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    CRM can be quick and easy to implement. A cloud-based system doesn’t need special installation, and there’s no hardware to set up, keeping IT costs low and removing the headache of version control and update schedules.

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    Frequently asked questions (FAQ)

    Got Any Questions? Read Here! Before You Contact Us. ...

    Customer Relationship Management (CRM) software tracks and analyzes all of the interactions one has with potential and existing clients. It centralizes, simplifies, and secures information for easy access. CRM in the telecom industry can serve as a powerful tool to increase sales and improve customer engagement.


    There are mainly three types of CRM applications – Operational, Analytical and Collaborative to perform all these activities.


    We require mobile for authentication and security purposes. Thus, your network operator will not charge you anything. We also send your login password post registration on your mobile.


    It’s essential to understand how a CRM solution will meet your organization’s specific needs. For instance, small and medium-sized businesses may find enterprise solutions such as Salesforce to be too complicated for their specific needs.


    A powerful CRM could include next-level features such as 360° contact views that include all angles of contact data such as conversations and web activity, timelines with chronological views of contact interactions, Google calendar synchronization, etc. and that it includes automation for ease and consistency.


    No, there are no monthly rental charges for your CRM number. However, there is a validity attached to each plan.


    Appropriate CRM customer support should include support anywhere and anytime. Having options to contact support via phone, email, live chat or web will allow you to report the issue as it happens and get resolution as soon as possible. The best solution will offer advanced features such as employee onboarding on top of training in order to make the most of your CRM solution and help ensure users will adopt the solution quickly and easily. A personalized customer support experience will help increase employee and customer satisfaction.


    We understand the term ‘liberty’ and hence, do not bind our client to use our services for any said period of time. You can stop using our services whenever you wish to do so. To do so, you need to drop a mail at support@Cloudshope.in informing us about your unwillingness to continue your account.


    Special attention is given to the security aspects. Our website is SSL enabled. Apart from this we do not share your information with any third party as per our privacy policy. Also, we keep on updating our website-security from time to time.


    Yes, we have a dedicated in-house team to look after all your technical issues. For Technical support write us at support@Cloudshope.in. We resolve every query and issue in shortest possible time. However in certain circumstances we need to depend on telecom resources provided by third party Telecom Operator to resolve any network related issue.


    Yes, Cloudshope is capable of handling high volume responses on its distributed telephony architecture.


    Your existing plan can be renewed from your ‘user dashboard’. You will find an option to renew the plan there. The charges and validity will be same as the running plan.


    This decision can only be made after analysing your company’s business needs. When you’re building your own system, you may need to undergo the whole cycle of software development procedures starting from requirements analysis, through a lot of bug fixing, and support, to name basic ones. Buying CRM software, in their turn, means that software vendor will be accountable for the above-mentioned issues. However, in this case it won’t be a perfect fit for your organizational needs, with the lack of release control, timely bug fixes, and customization flexibility.


    The most popular modules are Sales, Marketing, and Service, however, these can be modified or go under other names, for example: Client Management, Order Management, Invoice Management, Events and Tasks Management, System Dashboard, etc.


    CRM systems are successfully used by different industries, including financial services, high-tech, manufacturing, media, telecom, as well as governmental organizations, non-profits and more. Below are some examples of how to choose the right CRM for your business based on the company profile and size:


    Whether your data is stored in notepads, Microsoft Excel spreadsheets, databases, or other CRM, you can import the data into your CRM and keep track of all your customer information in one place. The best option is automated data migration enabled by almost any popular CRM system.


    CRM can support your sales team at every stage of the sales cycle, from leads to customer management. Below are a few use cases:

    1.View and manage account activity and communications;

    2.Use reports to forecast sales, measure business activity, identify trends;

    3.Qualify leads and track prospective customers;

    4.Centralize customer data;

    5.Access, update, and share information across teams and departments.


    Kindly mail us all your queries or suggestions at support@cloudshope.com. We will be happy to serve you better.