CRM Solution | Dotsquares CRM Software

About Dotsquares CRM

Dotsquares facilitates its services around the globe for the past 20 years. The company always works for the welfare and utmost faith of the customer. Thus, intending to bring change into modern business, the company initiated the CRM platform for its users. It works for the Customer Relationship Management Capabilities enhancement of the company with customers & makes their interaction distinct. The intelligent software works for the automation of sales, marketing, customer service, & technical support. We collate the customer data and understand their requirement, demand & wants for better interaction. Also, you can make cross-sale, up-sell, close deals, and retain current customers with an in-depth assessment of each.
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Top 4 reasons to choose Dotsquares

Opportunity Management

From Keeping track of important data like milestones, decision makers at a company, and communications with customers to sending quotes to generating reports, DS CRM gives you the tools to close deals on the go.

Workflow Automation

Work smarter, not harder. Scheduled actions, automated emails, set up tasks to nurture potential customers, follow up with every lead until they are qualified.

Advanced CRM Analytics

Get a detailed snapshot of your business on a moment’s notice. Dashboards that can show your company’s key performance indicators and reporting tools that are fully customized. Connecting Reports to your CRM, you can perform cross-functional analysis to learn more about your business.

Personalized reports and dashboards

Set up reports and dashboards to deliver information to users in the ways that work best for them. Create reports with Charts, pivot tables, tabular view components, formatted text, KPI widgets, and other web components into the flexible layout.

Features

Learn more about this feature packed CRM Solution

  • Manage your customers
  • Leads
  • Quotes and Proposals
  • Taskboard
  • Meetings
  • AI Chatbot
  • Reports
  • Emails
  • Documents
  • Timesheet
  • Leave management
  • Bulletin
  • Learning Management System
  • Survey
  • User Roles
  • Expenses
  • Organisation Charts

Manage your customers

Manage your customers

Customer Data Management (CDM) is a user friendly tool designed to unite the complete customer data set of any organization at one place for analysis. Keeping the varied needs of different organizations in concern the tool facilitates the organizations to manage their customer data according to their requirements. View More

Leads

Leads

You can collect leads from a variety of sources, including your website. With DSCRM ‘web to lead’ feature you can collect data on your website and a lead will automatically be created in DSCRM. Once you’ve determined a lead is qualified, you can convert the lead to create a sales opportunity and DSCRM will automatically create a linked contact and organization. View More

Quotes and Proposals

Quotes and Proposals

Create quotes quickly and easily streamline your sales cycle and increase deal velocity with our CRM quotation software for small and large businesses. View More

Taskboard

Taskboard

Keep track of your workflow and move your tasks through any process within your Task Board. The Task Board is the best way to keep track of all Tasks assigned to you. Monitor and change the status of your Tasks, keep track of due dates so your work is completed on time, and easily view all Tasks assigned to you in one location. View More

Meetings

Meetings

It is a specialized meeting-tracking solution that keeps you updated with your upcoming meetings.Key benefit of our Meeting Management System is that it is embellished with extensive reports format system , that gives high-level overview of meetings and tasks. View More

AI Chatbot

AI Chatbot

Our CRM chatbot lets you access and operate your CRM through Microsoft Teams. It's a fully automated bot that helps you connect to your CRM, handle customer requests, trigger team members to take actions from conversations and much more.

Report

Reports

Effective CRM reporting that will open your eyes to who your customers are and monitor your business performance.With DS CRM, it is easy for everyone to configure relevant and insightful Reports. Dashboard reports feature provide real-time graphic views of sales team performance.

Emails

Emails

Our New DSCRM is Outlook 365 Integrated. You can easily create personalised folders, send bulk mails, custom template smoothly from our DS CRM

Documents

Documents

Proper Structuring of Files and Folders in tree structure of hierarchy in our DSCRM. You can enable complete restriction to any unwanted users in the system

Timesheet

Timesheet

Users can log their daily work details in time sheet section. It will be then displayed in the listing page of the reporting user. The reporting user can approve or reject this entry and also take further action on the same.

Leave Management

Leave management

Users can apply for leaves in the Leave Management section. They can also upload document(s) for their leave. For example: Medical Record. This uploaded document can be downloaded by the reporting user as well. A leave would be deducted from the total number of annual leaves and the remaining leaves will be displayed.

Bulletin

Bulletin

A user can add any information on bulletin which will be displayed on all the user’s bulletin section. This section will be displayed in both pop-up and list view which can be completely managed at Admin’s end.

Learning Management System

Learning Management System

This module provides learning courses from an organisation or admin to its employees. The admin can assign multiple courses to a specific user and vice versa. Our LMS provides complete course tracking according for every user. Users can also request for any course(s) which can be approved at the admin’s end. There is a My courses section where user can access and analyse personal progress as well.

Survey

Survey

In this module, the Admin can send Survey to all/selective employees and customers. The DSCRM will generate instant reports from these surveys for better analytics and individual tracking.

User Roles

User Roles

Our DSCRM is equipped with dynamic role allocation. Admin can completely manage access to individual modules to any user(s).

Expenses

Expenses

DSCRM allows you to manage all the expenses of your organisation under one system. Users can add expenses with their description as well document files for the same.

Organisation Charts

Organisation Charts

In this module, users can get complete hierarchy of an organisation according to the user roles.

Additional Key Features

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    Response Tap Integrated

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    QuickBooks Integrated

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    Outlook 365 Integrated

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    AI Chatbot Integrated

Our Latest Integrations

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  • Facebook Get a seamless integration of your Facebook to the Dotsquares CRM. We provide an intelligent solution for your business which fits with the modern world's requirements.
  • LinkedIn Custom LinkedIn Integration with the Dotsquares CRM to keep track of every activity. We make everything easy for you!
  • Instagram Now foresee your Instagram activities easily with the Dotsquares CRM. Our integration is fast, reliable and secure.
  • Twitter Our specialised team integrate your Twitter with the CRM to bring the best for you. Grow with the flow with Dotsquares CRM!
  • Sharepoint Share your views seamlessly with Sharepoint and Dotsquares CRM. We integrate your custom order and specific demand.
  • MS teams Chat tool Keep your team informed about every activity with the Dotsquares CRM. We integrate your MS Teams Chat to bring all information under one roof.
  • Google Events calendar Be there for every event with the integration of Google Event Calender and Dotsquares CRM. Our professionals are highly qualified with specialisation in the CRM.

How it Works

Services

Product Updates

Contrary to popular belief, DS CRM provide much more

  • Integration with Outlook 365. Access prior emails even if you are offline. Sales Inbox means no more shuffling between screens to get the full picture.
  • DSCRM provides learning courses to employees of an organisation. The admin can assign multiple courses to a specific user and vice versa. Our LMS provides complete course tracking according for every user. Users can also request for any course(s) which can be approved at the admin’s end.
  • Security is always a top priority when you're dealing with business data. Higher profits mean higher stakes. Comprehensive security features and fine-grained permission settings keeping your business online and your data safe.
  • Prioritize and segment customers, automatically enrich profiles and filter by sales signal. Get real-time information about every activity a customer and prospect engages in.
  • Use filters to pare down your report until it only shows the data that you want. Filter data to target deals and make sales decisions strategically.

Testimonials

WHAT OUR AWESOME CLIENTS SAY

Our Plans

Startup Plan
Per month
£ 30

  • UPTO 10 USERS LICENCE
  • 10 GB of data storage
  • Your own branding
  • Free trial for first month
  • Monthly rent from second month onwards
  • We host the system
Arrange a Demo
Scale up Plan
Per month
£ 50

  • 11-50 USERS LICENCE
  • 50 GB of data storage
  • Your own branding
  • Free trial for first month
  • Monthly rent from second month onwards
  • We host the system
Arrange a Demo
Enterprise Plan
One-time cost
£ 999

  • UNLIMITED USERS
  • Your own branding
  • No set-up fee
  • Customisation as per your requirements
  • Platform Hosted on client’s domain/server
Arrange a Demo