CRM

CRM Solution

CRM Solution

Interact, Engage, And Manage With our No code, Low code CRM solution for your complete customer Lifecycle management. Manage your customer journey for sales, customer on-boarding, customer service, upsell, collections and retention. Customise your workflows in the CRM the way you think best fits your business process.

A centralized platform to cater to your team and customers. Comes integrated with communication platforms for both digital and non digital communication with your customers. Built in telephony, email & chat. Integrate with soial media & Whatsapp from one single interface giving you a complete 360 degree view of your customers for superior customer experience.


Integrated CRM Modules for Streamlined Workflows

Empower Support Teams. Elevate Customer Experience.

Smart Ticketing Management

Ticketing Module is designed to bring every customer support interaction into one intelligent workspace. It enables businesses to manage tickets more efficiently by combining automation, context, and collaboration all within a centralized platform. Whether it’s resolving a query, tracking an issue, or collaborating across departments, the module ensures faster responses, clear accountability, and elevated customer satisfaction.

Key Capabilities:

  1. Centralized Ticket Management Track and manage all customer issues from a single interface whether they come in via email, chat, calls, or social ensuring no request slips through the cracks.
  2. Automated Ticket Assignment Assign tickets automatically to the right agents based on skills, availability, or priority rules reducing delays and improving resolution speed.
  3. Multi-Channel Ticket Capture Create support tickets instantly from emails, website forms, live chat, WhatsApp, phone calls, and social media platforms like Facebook, Instagram, and YouTube for unified customer engagement.
  4. SLA Tracking & Escalations Monitor SLA timelines, set breach alerts, and trigger escalations to ensure timely responses and accountability.
  5. Task-Level Ticket Execution Break tickets into internal tasks, assign them across teams, and track progress for smooth, collaborative resolution.
  6. Custom Workflows & Forms Tailor ticket fields, categories, and workflows to your business needs with flexible forms and multilevel issue tagging.
  7. Customer 360° View Access a full history of interactions, updates, and ticket activity for each customer to deliver more informed and personalized support.
  8. Insightful Reporting & Dashboards Gain real-time insights into ticket trends, agent performance, SLA compliance, and common issues to optimize your support operations.

Business Impact:

  • Improve response & resolution time
  • Boost SLA compliance and accountability
  • Centralize support for a seamless experience
  • Empower agents with contextual data
  • Make data-driven decisions with live insights

Unify Email Communication. Enhance Resolution Speed.

Intelligent Email Management for Customer Support

Email Management Module centralizes all customer email interactions into one intelligent workspace. It enables teams to manage high volumes of communication more efficiently by combining automation, visibility, and intelligent routing. Whether it’s acknowledging a query, assigning conversations, or converting emails into actionable tasks, this module ensures consistent, trackable, and fast responses.

Key Capabilities:

  1. Unified Email Inbox Connect Gmail, Outlook, or any email client into one shared inbox giving your team a centralized space to track, prioritize, and respond to emails efficiently.
  2. Auto Ticket Generation Automatically convert incoming emails into support tickets, enabling easy tracking, ownership, and SLA monitoring.
  3. Smart Email Assignment Distribute emails fairly with round-robin logic or route them based on priority, keyword intent, or agent expertise.
  4. Predefined & Auto Responses Send automated acknowledgments and use canned responses to maintain professionalism and reduce response time.
  5. Business Hour Settings & SLA Visibility Align support operations with business hours and monitor SLA timelines to prevent breaches.
  6. Real-Time Alerts & Notifications Stay informed through SMS, WhatsApp, voice, or email alerts when emails remain unattended or breach escalation thresholds.
  7. Activity Tracking & Audit Trails Maintain full logs of email replies, ticket updates, and agent actions for complete transparency and compliance.
  8. Agent Email Dashboard Agents can view their assigned emails, check reply statuses, and monitor current and historical activities from a focused dashboard.

Business Impact:

  • Centralize email handling within CRM
  • Reduce response times and increase consistency
  • Ensure SLA compliance with complete visibility
  • Automate routine tasks to boost productivity
  • Deliver seamless customer experiences via timely, personalized communication

Accelerate Lead Conversion. Drive Sales Productivity.

Smart Lead Management Across the Channel

Lead Management Module empowers businesses to capture, track, and convert leads across multiple channels all from a unified platform. By leveraging smart routing, automated workflows, and AI-driven scoring, it helps marketing and sales teams align efforts, reduce lead leakage, and drive higher conversions.

Key Capabilities:

  1. Multi-Source Lead Capture Gather leads from campaigns, website forms, WhatsApp, and social media ads automatically integrating them into the CRM.
  2. Smart Routing & Assignment Assign leads to the right sales reps based on predefined rules like region, campaign, or engagement level.
  3. Lead Scoring & Segmentation Segment leads based on behavior, source, or demographics and prioritize them using rule-based scoring for more focused follow-ups.
  4. AI-Powered Sales Assist Get real-time suggestions for the next best action and automate reminders to prevent drop-offs.
  5. Automated Nurturing & Workflows Use rule-based workflows to move leads through the funnel whether they convert immediately or require long-term nurturing.
  6. Lead Lifecycle Management Track lead status from capture to conversion or recycle unqualified leads back into relevant campaigns.
  7. Performance Dashboards Visualize funnel progress, rep performance, source effectiveness, and campaign outcomes through real-time dashboards.
  8. Integrated Communication Tools Engage directly via WhatsApp, email, or telephony from within the CRM to maintain continuous touchpoints.

Business Impact:

  • Improve lead quality and conversion rates
  • Prevent leakage with automation and alerts
  • Align marketing and sales efforts
  • Personalize engagement through scoring and segmentation
  • Track performance and optimize campaigns in real time

Turn Conversations into Conversions. Deliver Support Where Customers Are.

Social Media CRM for Omnichannel Engagement

Social Engagement Module connects your CRM with public-facing digital platforms, enabling your team to track mentions, respond to messages, and convert interactions into support tickets or qualified leads. With built-in automation and sentiment analysis, your support and marketing teams stay informed, responsive, and proactive.

Key Capabilities:

  1. Unified Engagement Profiles Merge digital interaction history with CRM records for a 360-degree customer view.
  2. Auto Ticket & Lead Creation Automatically generate tickets or leads from inbound messages, mentions, or form submissions.
  3. Sentiment Analysis Detect message tone and intent to prioritize and escalate issues effectively.
  4. Bot-Driven Automation Deploy intelligent bots to handle common inquiries, guide users, and escalate when needed.
  5. Real-Time Monitoring Track incoming interactions and customer behavior in real time to enable faster, informed responses.
  6. Smart Classification Categorize incoming messages as complaints, feedback, or inquiries to streamline workflow.
  7. Duplicate Prevention Avoid redundant ticket generation and maintain clean, manageable queues.
  8. Insightful Analytics Monitor trends in sentiment, resolution time, and team performance across digital channels.

Business Impact:

  • Improve lead quality and conversion rates
  • Prevent leakage with automation and alerts
  • Align marketing and sales efforts
  • Personalize engagement through scoring and segmentation
  • Track performance and optimize campaigns in real time

Ensure Loyal Customers With A Personalized CRM

Personalize services and make your customers come back to you. Maintain healthy customer relations with an omnichannel presence, predictive intelligence, segmentation, and much more! No matter what your business size or vertical is, our CRM has been proven as one of the best CRM solution of all time!

Empower Your Journey With One Of The Best Crm Solution:

CircleOne Omnichannelled Interactions

Let your customers interact with your business on the channel of their preference. Make your business available on channels of choice via phone, email, chat, or social media.

Modules As Per Demand

Don’t need the full package? We’ve got you covered! Pick and choose only the module that provides essential value to your venture.

A Configurable Solution

CircleOne is a low code / no code application a solution configurable for your ever-evolving business. You can make personalized changes as per your business demands.

Centralized Database

Store all your data in a single database and access any info hassle-free. Curb redundancy issues and witness better team collaboration.

Enhance Customer Satisfaction Comprehensively With An All-Inclusive Solution.

  • Provide exceptional customer service across multiple channels.
  • Increase lead conversion by personalizing marketing campaigns with.
  • Expedite closing deals by utilizing AI-powered insights.

When AI Efficiency Is Introduced To Customer Experience

Enhancing Employee Productivity

  • Enhance the performance of your agents to boost efficiency. Effectively handle customer experience across various business processes.

Understanding Customer Behavior

  • Analyze customer data thoroughly and translate it into actionable insights to comprehend with their requirements, expectations ensuring continueous growth and reducing churn.

Tailored Customer Experiences

  • Develop personalized content and deliver distinctive experiences to each customer, exceeding their expectations.

Track And Analyze On-Going Sales Processes

CircleOne’s CRM application for sales makes it easier for you to get real-time sales updates on a visual dashboard. Get access to detailed reports on sales activities, individual performance, and overall productivity. Not only this, you can further optimize the insights to get team performance and navigate growth opportunities.

Let Your Customers Reach Out On Their Terms!

Connect with your audience via multiple channels and manage your processes with ease.

Streamlined Inbox

Manage all your business emails centrally while ensuring none of your customers go unnoticed. You can create tickets against every email and track the progress. You can easily analyze your service trends, turnaround time and manage a lot more.

Integrated Calling System

Calling has always been and is still the most preferred communication channel among clients. With a centralized telephone solution in CircleOne, your customers can easily reach out to you for effective resolution to their problems. Create tickets over the call and assign to specialists for quick resolution and better tracking.

Effective Chat

This is one of the best real-time communication mediums. It is best for instant responses and allows your team to handle multiple customers at once. They can quickly look into previous chat records to track the issue and progress. Convert chat records into tickets and ensure transparency among teams.

Social Media As A Channel

Take control of your online image using CircleOne’s customer service CRM software. Whether it's a Facebook post or a tweet, promptly engage with your customers. Incorporate social media as a channel for customer interaction and efficiently manage them all within a unified interface.

Human-Like Conversations

Our AI and NLP-driven chatbots simulate human-like conversations to resolve their queries in the most effective way possible. It also fosters a human handoff feature to ensure your customers leave the chat satisfied.

Manage Sales With NLP Powered Bots

Organize and manage sales with utmost efficiency. Take your leads closer to conversion by managing products and inquiries while also arranging scheduled demonstrations and appointments.

Integration

Seamless integration with your current CRM or ticketing system ensures smooth alignment with your established workflows, enabling personalized customer experiences without disruption.

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