End-to-End Sales Flow
Leads Automatically Captured into CRM Software
Minimal configuration required, No need for CRM consultants or admins
Focus on Leads, Follow-ups, Quotations, Invoicing, and Payments in one clean UI
Built-in AI to help sales teams write emails, decide next actions, and gain insights
Schedule Zoom or Microsoft Teams meetings directly from CRM, links auto-generated and logged automatically into CRM timeline
Sales teams can clock in, track location, and manage leads on the go using the mobile app
Run email and WhatsApp campaigns, track performance, and leads nurturing, promotions and reminders all inside CRM
Leads Automatically Captured into CRM Software
No APIs to manage, no manual syncing
Automatically capture leads from Google and Meta Ads directly into the CRM, eliminate manual entry and missed opportunities
Emails, meetings are automatically logged to each lead, with Calendar reminders to ensure timely follow-ups.
Generate quotations and invoices directly from deals
Seamless Integration with Info-Tech Accounting, Xero, MYOB, and QuickBooks. Eliminates duplicate data entry, reconciliation errors, and admin workload
Send payment links and receive payment faster via Stripe, PayPal, and CCAvenue
Write emails, guide next actions, and gain insights, without changing how your sales team works.
| Features & Functions | Info-Tech CRM | Other CRM Software |
|---|---|---|
|
CRM Software
|
All-in-One CRM Software for all your Solutions
|
Fragmented Software and
Multiple Add-Ons Required
|
|
Setup & Onboarding
|
Fast setup with Plug-and-Play configuration
|
Complex setup, often requires consultants
|
|
Pricing
|
Simple, affordable pricing
|
High cost and complex pricing
|
|
Ease of Use
|
Intuitive and easy for teams to adopt
|
Powerful but complicated setup
|
|
Google & Facebook Ads Integration
|
Built-in lead capture from ads
|
Requires third-party tools at extra cost
|
|
Sales Follow-Ups
|
Automated Reminders & Task Tracking
|
Manual Reminders & Follow-ups
|
|
Quotation & Invoicing
|
Built-in Quotation & Invoicing
|
Separate Systems and Paid Add-ons Required
|
|
Accounting Integration
|
Native integration with Info-Tech Accounting, Xero,
MYOB, QuickBooks
|
Limited Integration or Paid Connectors
|
|
Payment Collection
|
Built-in Stripe & Paypal Payment
|
External Tools Required
|
|
Email Integration
|
Seamless Integration with Gmail & Outlook
|
Partial or Complex
|
|
Meeting Scheduling
|
Built-in Zoom & Teams Scheduling
|
Manual or Add-ons Required
|
|
Marketing Campaigns
|
Email & WhatsApp marketing
Add-ons Available
|
Additional third-party tools Required
|
|
HR & Attendance Visibility
|
Integrated with HRMS (Leave, Attendance Software)
|
Not Available
|
|
Sales Staff on Leave
|
Auto-Sync Leave & Leads Re-Assignment
|
Leads Assigned Manually
|
Get a personalised walkthrough and see how SMEs manage leads, close deals, and get paid — all in one system.
CRM software helps companies to:
Info-Tech CRM is designed to streamline daily operations while improving customer experience and business efficiency.
Companies need CRM software to stay competitive in today’s customer-centric business environment. As businesses grow, managing customer data manually becomes inefficient and error-prone.
With Info-Tech CRM Software, companies can:
CRM software provides measurable business benefits, including:
Info-Tech CRM enables businesses to turn customer data into actionable insights that drive growth.
Info-Tech CRM streamlines the entire sales journey from lead capture and follow-ups to invoicing and payment collection—reducing manual work and improving visibility across the sales pipeline. This enables SMEs to respond faster to leads, close deals more efficiently, and maintain better customer relationships.
You can manage end-to-end sales workflows including lead management, deal tracking, quotations, invoicing, and payment collection. All activities are tracked in one system, eliminating the need to switch between multiple tools.
Yes. Info-Tech CRM integrates natively with Info-Tech Accounting and also supports popular accounting platforms such as Xero, MYOB, and QuickBooks. This reduces duplicate data entry and ensures accurate financial records.
Yes. Info-Tech CRM includes built-in integration with Google Ads and Facebook Ads, allowing leads to be captured automatically and routed directly into the CRM for immediate follow-up.
The system allows users to generate invoices directly from CRM deals and send them with embedded payment links. With integrated payment gateways such as Stripe and PayPal, businesses can collect payments faster and improve cash flow.
Info-Tech CRM is purpose-built for SMEs, offering a clean, task-oriented interface, fast setup, and affordable pricing. Unlike many CRMs designed for large enterprises, it does not require consultants or complex configurations and uniquely integrates HRMS, accounting, payments, and digital advertising in one platform.