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CRM SOLUTION
ALL TYPES OF CRM SOLUTIONS
One Solution. Every Relationship.
1.OPERATIONAL CRM
Streamline and automate customer-facing processes.
2.ANALYTICAL CRM
Analyze customer data and behavior to make smarter decisions.
3.COLLABORATIVE CRM
Improve collaboration across teams and deliver better customer experiences.
4.STRATEGIC CRM
Build long-term relationships and drive business growth.
CRM
Customer Relationship ManagementCRM Analytics LiveActive
Lead Conversion94.8%
Mobile Sync
5.SALES CRM
Manage leads, track opportunities, and close more deals.
6.MARKETING CRM
Run targeted campaigns and nurture customer relationships.
7.SERVICE CRM
Deliver exceptional support and improve customer satisfaction.
8.SOCIAL CRM
Engage with customers on social platforms and build stronger connections.
Smart CRM Solutions by JSPSHOPE Technology
CRM Solutions – One Powerful Platform to Manage Your Entire Business
At JSPSHOPE Technology, we build powerful, scalable and user-friendly CRM (Customer Relationship Management) Solutions designed to help businesses manage leads, customers, sales, follow-ups, communication, teams and business operations from one centralized platform.
Our CRM solutions are suitable for startups, small businesses, growing companies, enterprises, sales teams, call centers, financial organizations, NBFCs, real estate companies, insurance agencies, educational institutions, healthcare organizations, e-commerce businesses and service-based companies.
From capturing a new lead to converting it into a customer and managing the complete customer lifecycle, our CRM helps your team work smarter, faster and more efficiently.
Capture Leads
Manage Customers
Automate Follow-ups
Increase Sales
Why Choose JSPSHOPE CRM?
Industry-Specific Customizable Workflows
Integrated Calling, Dialers & Call Recording
Official WhatsApp Business API Integration
Automatic Lead Capture & Instant Lead Rotation
Real-Time Sales & Agent Performance Dashboards
Scalable Cloud Architecture with 99.9% Uptime
Tailored Industry Ecosystems
Complete CRM Solutions for Every Business
Every business has different processes, customers and requirements. JSPSHOPE Technology provides industry-specific, customizable and scalable CRM solutions rather than a generic one-size-fits-all system.
Sales CRM
Lead Management CRM
Customer Management CRM
Telecalling CRM
Call Center CRM
Loan & Finance CRM
NBFC CRM
Collection CRM
Recovery CRM
Real Estate CRM
Insurance CRM
Education CRM
Healthcare CRM
E-commerce CRM
B2B CRM
B2C CRM
Marketing CRM
Customer Support CRM
WhatsApp CRM
Omnichannel CRM
Field Sales CRM
Service Management CRM
Distributor & Dealer CRM
Franchise CRM
Recruitment CRM
Hospitality CRM
Automobile CRM
Travel & Tourism CRM
Logistics CRM
Custom CRM Development
Deep-Dive Module Breakdown
20 Specialized CRM Modules Built for Growth
Configure your business operations with specialized modules engineered specifically for your workflow.
Module #1
Sales CRM
Pipeline Management & Revenue ForecastingOur Sales CRM helps sales teams manage the complete sales pipeline from lead generation to final conversion. Gain full visibility into lead statuses, deal values, and executive performance.
Key Features:
Lead capture & automated assignment
Sales pipeline & deal stage tracking
Follow-up, task & activity management
Customer 360° profile timelines
Click-to-call & WhatsApp integration
Sales reminders & opportunity tracking
Revenue forecasting & sales dashboards
Team activity & conversion reports
Fully Customizable SetupConfigure Module
Module #2
Lead Management CRM
Multi-Source Lead Capture & Instant RoutingNever lose a potential customer because of missed follow-ups. Capture leads automatically from websites, Meta ads, Google ads, WhatsApp, and telecalling into one centralized platform.
Integrated Lead Sources:
Website formsLanding pagesGoogle AdsFacebook Lead AdsInstagramWhatsAppTelecallingMissed callsAPI integrationsExcel / CSV imports
Key Features:
Automatic multi-channel lead capture
Smart lead distribution & rotation rules
Lead scoring, status & priority tagging
Duplicate lead detection & merging
Follow-up reminders & complete lead history
Lead transfer & reassignment tracking
Fully Customizable SetupConfigure Module
Module #3
Telecalling CRM
Integrated Cloud Telephony & High-Volume OutreachDesigned for businesses where calling is a major part of sales or customer service. Integrates with cloud dialers to automate outbound outreach and eliminate manual dialing.
Key Features:
One-click dial & web softphone
Predictive, preview & sequential dialers
Automatic call recording & duration logs
Call disposition, notes & follow-up scheduling
Calling campaign management & allocation
Agent performance & missed call reports
Fully Customizable SetupConfigure Module
Module #4
Call Center CRM
Unified Inbound, Outbound & Support OperationsManage your complete call center operation from a single platform. Ideal for inbound support, outbound telemarketing, collections, and customer care teams.
Key Features:
Agent login & supervisor console
Inbound IVR & queue routing
Call monitoring, whisper & barge-in
Real-time performance dashboards
Call disposition & SLA tracking
Quality audit & campaign analytics
Fully Customizable SetupConfigure Module
Module #5
Loan & Finance CRM
Personal, Business & Housing Loan ProcessingA specialized CRM for banks, NBFCs, DSAs, loan agencies, and financial service providers. Manage customer applications from lead intake to bank login and disbursement.
Supported Categories:
Personal LoanBusiness LoanHome LoanCar LoanEducation LoanMortgage LoanLAPGold LoanCredit CardMSME Loan
Key Features:
Loan lead capture & customer verification
Document management & eligibility tracking
Application status & bank login tracking
Disbursement & commission management
DSA / Connector network management
MIS reports & lender payout tracking
Fully Customizable SetupConfigure Module
Module #6
Collection & Recovery CRM
Bucket Tracking, PTP & Recovery ManagementPowerful CRM solution for collection agencies, NBFCs, banks, and recovery teams. Manage outstanding balances, PTP (Promise To Pay) dates, and field recovery visits efficiently.
Key Features:
Customer allocation & bucket classification
Promise-to-Pay (PTP) scheduling
Call logs, recordings & payment updates
Field visit assignment & tracking
Daily collection & aging reports
Escalation workflows & supervisor alerts
Fully Customizable SetupConfigure Module
Module #7
Real Estate CRM
Property Inventory, Site Visits & Booking ManagementManage property leads, site visit schedules, broker commissions, sales executives, and unit inventory with a dedicated Real Estate CRM platform.
Key Features:
Property & project inventory tracking
Site visit scheduling & feedback logs
Broker / channel partner management
Unit availability & booking tracking
WhatsApp & calling communication
Payment milestone reminders & reports
Fully Customizable SetupConfigure Module
Module #8
Insurance CRM
Policy Management, Agent Networks & RenewalsManage insurance leads, policy renewals, customer profiles, agent networks, and claims communication seamlessly from one unified cloud platform.
Key Features:
Insurance lead management & assignment
Policy details & document vault
Automated policy renewal reminders
WhatsApp & SMS renewal notifications
Agent commission & payout tracking
Customer claim history & logs
Fully Customizable SetupConfigure Module
Module #9
Education CRM
Student Admission Lifecycle & Counsellor TrackingDesigned for schools, colleges, universities, coaching institutes, and ed-tech companies to streamline student inquiries, counselling, and enrollment.
Key Features:
Student enquiry & lead management
Counsellor assignment & performance
Demo class & campus tour scheduling
Course application & fee tracking
Parent WhatsApp & Email updates
Admission conversion analytics
Fully Customizable SetupConfigure Module
Module #10
Healthcare CRM
Patient Care, Appointments & Clinic Follow-upsCentralize patient inquiries, appointment scheduling, doctor availability, and treatment follow-ups while maintaining strict data privacy.
Key Features:
Patient profile & enquiry management
Doctor schedule & appointment booking
Automated SMS/WhatsApp reminders
Treatment follow-up schedules
Patient communication history
Clinic campaign analytics
Fully Customizable SetupConfigure Module
Module #11
E-Commerce CRM
Customer Lifetime Value & Repeat Order AutomationBuild stronger customer relationships and drive repeat sales with automated cart recovery, order notifications, and customer segmentation.
Key Features:
Customer order & purchase history
Abandoned cart follow-up automation
Customer segmentation & product interest
WhatsApp order status broadcasts
Customer Lifetime Value (CLTV) metrics
Repeat purchase triggers & loyalty
Fully Customizable SetupConfigure Module
Module #12
B2B CRM
Account Management & Enterprise PipelineEngineered for companies managing corporate accounts, distributor networks, and complex multi-stage B2B deal pipelines.
Key Features:
Company account & key contact mapping
Opportunity & deal pipeline management
Quotation, proposal & contract history
Meeting logs & task scheduling
Sales forecasting & account revenue
Executive team performance metrics
Fully Customizable SetupConfigure Module
Module #13
B2C CRM
High-Volume Consumer Acquisition & SupportManage thousands of individual consumer relationships easily with fast lead capture, instant messaging, and automated support ticketing.
Key Features:
Mass lead intake & auto-assignment
Instant WhatsApp & SMS welcome alerts
Consumer interaction history
Broadcast promotional campaigns
Omnichannel support ticketing
Retention & feedback tracking
Fully Customizable SetupConfigure Module
Module #14
WhatsApp CRM
Multi-Agent Official WhatsApp Business API ConsoleUnify official WhatsApp API messaging into your central CRM dashboard. Empower multiple team agents to chat using one central phone number.
Key Features:
Official WhatsApp API integration
Multi-agent shared team inbox
Broadcast template campaigns
Chatbot & automated instant replies
Interactive buttons & media sharing
Conversation tag & lead assignment
Fully Customizable SetupConfigure Module
Module #15
Marketing CRM
Campaign ROI Tracking & Lead AttributionTurn marketing campaigns into measurable revenue. Track lead sources across Google, Meta, Email, and SMS to calculate real campaign ROI.
Key Features:
Multi-channel campaign tracking
Lead source attribution & scoring
WhatsApp, Email & SMS campaigns
Customer list segmentation
Marketing automation workflows
Campaign ROI & conversion reports
Fully Customizable SetupConfigure Module
Module #16
Customer Support CRM
Helpdesk Ticketing, SLAs & Resolution TrackingElevate customer satisfaction with centralized helpdesk ticketing, SLA tracking, automated agent assignments, and customer call histories.
Key Features:
Ticket creation & auto-assignment
Priority & SLA escalation alerts
Customer call & chat history
Resolution time tracking
Omnichannel ticket intake
Agent CSAT & support reports
Fully Customizable SetupConfigure Module
Module #17
Field Sales CRM
GPS Attendance, Location Tracking & Visit LogsEmpower field agents with mobile CRM access while giving managers real-time visibility into customer visits, locations, and daily activity.
Key Features:
GPS-based check-in & check-out
Field visit scheduling & route logs
Mobile lead access & meeting notes
Order placement & payment collection
Daily activity reports & location map
Field sales manager dashboard
Fully Customizable SetupConfigure Module
Module #18
Service Management CRM
Technician Dispatch, AMC Contracts & MaintenancePerfect for companies providing installation, repair, AMC maintenance, or field technical services across residential and commercial clients.
Key Features:
Service request ticketing
Technician assignment & schedule
AMC contract tracking & renewals
Service status updates & invoice logs
Customer feedback collection
Technician performance reports
Fully Customizable SetupConfigure Module
Module #19
Distributor & Dealer CRM
Partner Onboarding, Orders & Target TrackingManage your entire distributor, dealer, and franchise network with dedicated partner portals, order management, and sales targets.
Key Features:
Dealer & distributor onboarding
Partner lead distribution
Secondary order placement & status
Target vs achievement tracking
Commission & payout logs
Partner performance analytics
Fully Customizable SetupConfigure Module
Module #20
Recruitment CRM
Candidate Pipeline, Resume Parsing & Client MandatesStreamline candidate sourcing, client job mandates, interview schedules, and recruiter commission tracking in one unified staffing CRM.
Key Features:
Candidate database & resume parser
Client job requirement tracking
Interview scheduling & feedback
Candidate pipeline status
Recruiter placement reports
Communication & email tracking
Fully Customizable SetupConfigure Module
System Coordination
Consolidate Call Histories, Leads & Customer Databases
Integrating telephony options with your core client directories saves massive administrative hours. Our REST integration pipelines route caller metadata in real-time to match profiles, so your executives never dial blind.
No matter the lead capture route, every call outcome, dialing duration, and customer request tags onto corresponding accounts, creating a single, clean source of business truth.
Omnichannel CRM – Connect Every Channel
Modern customers communicate through multiple channels. Our Omnichannel CRM brings those conversations together into a unified customer timeline.
WhatsAppVoice CallsIVRSMSRCSEmailWebsite ChatSocial MediaAPIs
Your team accesses complete customer information and conversation history without switching between multiple applications.
AI-Powered CRM & Automation
Take your CRM to the next level with AI-driven chatbots, automated lead scoring, and intelligent conversation summaries.
AI Lead Qualification & Scoring
AI Chatbot & Smart Auto-Replies
Call Conversation Summary
Customer Intent Detection
Automated Task Creation
AI Sales Predictions & Prompts
AI helps your sales team spend less time on repetitive data entry and more time closing qualified opportunities.
Workflow Efficiency
CRM Automation & Seamless Integrations
Automate repetitive business processes and connect your CRM with tools your business already uses daily.
Automated Lead Processing Workflow
New Lead Intake
Auto Assignment
Instant WhatsApp
Cloud Call
Follow-up Task
Reminder Alert
Sales Conversion
Customer Onboarding
Connect With Your Existing Business Stack
WhatsApp API
Cloud Telephony
IVR Systems
Toll-Free Numbers
Click-to-Call
Call Masking
Auto Dialer
Predictive Dialer
SMS Gateway
RCS Messaging
Email / SMTP
Google Sheets
Google Calendar
Facebook Lead Ads
Instagram
Shopify
WooCommerce
Razorpay
IndiaMART
TradeIndia
Tally
OpenAI
Google Gemini
Zoom / Webhooks
Enterprise Control
User Roles, Permissions & Enterprise Data Security
Control access according to your organizational structure while keeping business data encrypted and audit-ready.
Super Admin
Complete system control, database access, billing, and global settings
Admin / Manager
Team management, lead allocation, report exports, and campaign setup
Team Leader
Executive monitoring, call listen-in, lead reallocation, and daily targets
Sales Executive / Telecaller
Lead follow-up, click-to-call, disposition tagging, and meeting notes
Support Executive
Ticket handling, SLA resolution, customer history lookup, and status updates
Field Agent
Mobile check-in, GPS visit logging, order placement, and collection updates
Integration Partner
Secure Telephony Sync Designed for Growth
Our integrations deploy carrier-grade, redundant REST gateways so call details log seamlessly, preserving unified statistics across all metrics.
Real-Time Visibility
CRM Dashboards & Executive Analytics
Get complete visibility into your business performance with real-time analytics. Understand which campaigns generate leads, monitor team response times, and track sales revenue seamlessly.
Total Leads Intake
Active Sales Deals
Conversion Rate %
Total Call Volume
Follow-ups Scheduled
Executive Performance
Campaign ROI
Service Revenue
Customer Retention
Custom CRM Development
Don't change your business process to fit a CRM. Build a CRM around your business. If your organization has a unique workflow, JSPSHOPE Technology can design and develop a tailored solution.
Requirement analysis & UI/UX prototyping
Custom database architecture & API development
WhatsApp, Calling & Payment Gateway integration
Mobile app development (iOS & Android)
User testing, server deployment & 24/7 maintenance
Frequently Asked Questions
Got Questions About CRM Solutions?
Ready to Build Your Business CRM?
Whether you need a simple Lead Management CRM, advanced Sales CRM, Telecalling CRM, Loan CRM, Real Estate CRM, WhatsApp CRM or a custom enterprise CRM, JSPSHOPE Technology can build a solution tailored for your growth.