Complete Customer Relationship Management Solution
Transform your business with powerful CRM tools, intelligent automation, and real-time insights
Comprehensive CRM solution designed to streamline your business operations and boost productivity
Manage contacts, companies, deals, tasks, and activities all in one unified platform. Everything you need for effective customer relationship management.
Full Salesforce CRM compatibility with accounts, leads, opportunities, cases, campaigns, products, and advanced tele-sales capabilities.
Real-time dashboards, custom reports, performance metrics, customer segmentation, and AI-powered insights to make data-driven decisions.
Automate repetitive tasks, trigger actions based on events, create custom workflows, and streamline your business processes.
Native iOS and Android mobile apps with full CRM functionality. Access your data anywhere, anytime with complete synchronization.
Multi-tenant architecture, role-based access control, two-factor authentication, audit logs, and complete data encryption.
Complete survey management system with CSAT, NPS, CES metrics, automated distribution, analytics, and customer feedback collection.
Built-in email service, templates, bulk sending, attachments support, and seamless integration with your email campaigns.
Connect with external services, APIs, webhooks, and integrate with your existing business tools and platforms.
Every tool you need to manage customer relationships effectively
Real-time insights, KPIs, charts, performance metrics, and comprehensive business intelligence
Organize contacts, relationships, communication history, and comprehensive contact profiles
Manage company profiles, hierarchies, relationships, and organizational data
Track deals, sales pipeline, stages, forecasting, and revenue management
Create, assign, track tasks, set priorities, reminders, and deadlines
Log calls, meetings, emails, notes, and all customer interactions
Manage contracts, templates, statuses, renewals, and legal documents
Call logging, scripts, performance metrics, conversion tracking, and sales analytics
Accounts, Leads, Opportunities, Cases, Campaigns, Products, Pricebooks, and Activities
Create surveys, collect feedback, analyze responses, CSAT/NPS/CES metrics, and insights
Custom report builder, export capabilities, visualizations, and comprehensive data analysis
Automated workflows, triggers, actions, multi-trigger support, and process automation
Send emails, templates, attachments, bulk campaigns, and email history tracking
Upload, organize, share documents, version control, and file management
Connect with external services, APIs, webhooks, and third-party platforms
User accounts, roles, permissions, teams, and access control
Organization management, data isolation, multi-organization support
Two-factor authentication, audit logs, activity tracking, and compliance
Real-time notifications, alerts, reminders, and communication center
Native iOS and Android apps with full CRM functionality and offline support
Core Modules
Cloud-Based
Available
Scalable
Join thousands of companies using KeyStone CRM to manage their customer relationships