E-Sutra Technologies Private Limited

Customer Relationship Management


Manage Your Business by ES-CRM

ES-CRM Feature

PROJECT MANAGEMENT TOOL

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

ONE CLICK INVOICE CREATION

ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Create recurring invoices who will be regenerated automatically (every X months). Set recurring starting from 1 month to 12 months.

CREATE ESTIMATES

CREATE ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

CREATE GOOD LOOKING PROPOSALS

CREATE GOOD LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD EXPENSES

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

RECORD PAYMENTS

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

AWESOME SUPPORT SYSTEM

AWESOME SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

BUILT IN STAFF TASKS

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

MANAGE CONTRACTS

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

SEND SURVEYS TO LEADS AND CUSTOMERS

SEND SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

DETAILED CALENDAR

DETAILED CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

COMPANY NEWSFEED

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications. Internal department wise social media to share ideas, upvote &

GOALS TRACKING

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc.

SIMPLE REPORTS FOR QUICK OVERVIEW

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles.

SURVEY REPORTS

SURVEY REPORTS

Generate powerful survey reports. Customizable staff, invoice & customer survey. Automated mailing and review survey details

GOALS TRACKING

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc.

Get your solution

Starter

2000/user/month
[ Paid Monthly ]
    Best for 3 Users
  • Cloud CRM
  • Sales Management
  • Lead Management
  • Finance Management
  • Project Management
  • Ticket Management
  • Contract Management
  • Goal Tracking
  • Expense Management
  • Accounting
  • Invoice Generation
  • Subscription Managenemt
  • Automated Emailing
  • Team / Customer Survey
  • Workspace Calendar Management
  • Smart. Unique & Customised Dashboard
  • Staff / Customer Announcement
  • Admin Dashboard & Client Dashboard
  • Internal Social Media
  • Notifications
  • Reminders
  • Backup & Bulk Export
  • Reports
  • 24x7 Support
BUY NOW

Popular

1800/user/month
[ Paid Yearly ]
    Best for 10+ Users
  • Cloud CRM
  • Sales Management
  • Lead Management
  • Finance Management
  • Project Management
  • Ticket Management
  • Contract Management
  • Goal Tracking
  • Expense Management
  • Accounting
  • Invoice Generation
  • Subscription Managenemt
  • Automated Emailing
  • Team / Customer Survey
  • Workspace Calendar Management
  • Smart. Unique & Customised Dashboard
  • Staff / Customer Announcement
  • Admin Dashboard & Client Dashboard
  • Internal Social Media
  • Notifications
  • Reminders
  • Backup & Bulk Export
  • Reports
  • 24x7 Support
BUY NOW
 

Business

1500/user/month
[ Paid Yearly ]
    Best for 25+ users
  • Cloud CRM
  • Sales Management
  • Lead Management
  • Finance Management
  • Project Management
  • Ticket Management
  • Contract Management
  • Goal Tracking
  • Expense Management
  • Accounting
  • Invoice Generation
  • Subscription Managenemt
  • Automated Emailing
  • Team / Customer Survey
  • Workspace Calendar Management
  • Smart. Unique & Customised Dashboard
  • Staff / Customer Announcement
  • Admin Dashboard & Client Dashboard
  • Internal Social Media
  • Notifications
  • Reminders
  • Backup & Bulk Export
  • Reports
  • 24x7 Support
BUY NOW

Express

Custom
[ Paid Monthly ]
  • Custom Plan
  • Choice Option
  • Make your own plan
  • No Restrictions
  • No Restrictions
  • 24x7 Support
BUY NOW

Contact us to grow your business

 

Pre-sale Enquiry

Let's discuss how you can grow your businees!

contact@e-sutra.com

 

After-sale Service

We are 24x7 open to provide you best Service & Support.

support@e-sutra.com

 

Call Now

We are 24x7 open to provide you best Service & Support.

Centralised Number : 18001033385

Dedicated : +91 8595308455

Experience Power

Admin Demo
  • Admin ID
    democrmadmin@e-sutra.com
  • Admin Password
    E-Sutra@CRM
View Demo
 

Understand Customers

Client Demo
  • Admin ID
    democlient@e-sutra.com
  • Admin Password
    9876543210
View Demo


FAQ

Yes, it is a Cloud ES-CRM

We care & protect your data. All data will be secured & is impossible to break. We delivers the guarantee

The pricing plans are mentioned above, if you've a bigger plans for the larger organisation - Feel free to contact us, our experts will guide you exactly where you suits.

Definitely, we love to see how effectively we can provide you solutions. Please check the live demo. Please note - Email & Notifcations will not work in the demo version.

We provide the highest level security encryptions algorithms and guarantee you that your data is always secure. Nobody including us will be able to see your data

We love continuously improving ourself, hence we're always keen to add new features. You'll receive all the updates in future for free of cost.

You don't have to worry about anything, E-SUTRA will provide all the installation and post installation service for free of cost

Yes, Definitely. You can use this ES-CRM in any laptop / desktop PC, Tablet or Smart Phone. It supports all the platforms.

Yes, Many things in the ES-CRM can be modified. However there are some pre-defined functions which cannot be modified. Hence modifications are possible but are limited.

Yes, you're able to import data from Excel sheet / CSV file also can export data in same format along with PDF & Text format as well.

Yes, We do provide 24x7 support in almost all areas.

Yes, we do provide many IT products & Services. To get details of our products please check our Products & Services page for more information.

Yes, we support multiple tax system and everything in the system is completely automated. If you require any kind of changes / modifications / updates. E-Sutra is ready to serve you all the time.

Yes. Currently we support multiple payment gateways including PayPal, Stripe, PayU and other top Payment Gateway companies gateway can be integrated.

As many as you like. We'll never put any limit to store any amount of data. You can use any number of space you want!

Yes, we would be happy to look at your existing website and give you a quote for updating it.