CRM Software in Bangladesh in Bangladesh for Better Lead, Customer & Sales Management
Managing hundreds of customer inquiries becomes difficult when your sales team depends on Excel sheets, notebooks, phone contacts, Messenger or separate WhatsApp conversations.
MM IT SOFT LTD provides CRM Software in Bangladesh to help businesses manage leads, customers, follow-ups, sales activities and sales pipelines from one centralized system.
Complete CRM Software Features
Our CRM software can be customized according to your sales process, team structure and business requirements.
Lead Management
Keep every potential customer organized from the first inquiry.
Your team can record:
- Customer name
- Phone number
- Email address
- Company information
- Interested product or service
- Lead source
- Lead priority
- Assigned salesperso
- Current lead status
- Expected deal value
- Follow-up date
- Notes and communication history
Instead of letting inquiries remain inside employee phones or spreadsheets, every lead stays inside one organized system.
Lead Source Management
Know exactly where your potential customers are coming from.
Lead sources may include:
- Facebook Ads
- Phone number
- Google Ads
- Website
- Phone call
- Referral
- Walk-in customer
- Existing customer
- Expected deal value
- Follow-up date
- Notes and communication history
This makes it easier for management to understand which marketing channels are generating useful business opportunities.
Automatic Lead Assignment
Assign new leads to the right salesperson or department.
Depending on your workflow, leads can be:
- Assigned manually
- Assigned by sales manager
- Distributed among sales executives
- Assigned according to product or service
- Assigned according to department
Clear ownership reduces duplicate communication and makes every salesperson accountable for assigned leads.
Sales Pipeline Management
See every active opportunity inside a clear sales pipeline.
A typical CRM pipeline may include:
- New Lead
- Contacted
- Meeting
- Demo
- Proposal
- Negotiation
- Won / Lost
Your business does not have to follow this exact structure.
Follow-Up Management
A large number of sales are lost simply because follow-up does not happen at the right time.
CRM software helps salespeople schedule the next action for every lead.
Your team can monitor:
- Today's follow-ups
- Upcoming follow-ups
- Overdue follow-ups
- Completed follow-ups
- Missed follow-ups
- Priority follow-ups
This reduces dependency on memory and creates a more disciplined sales process.
Follow-Up Reminder
When a customer says, “Call me next week,” that opportunity should not disappear.
Your salesperson can set:
- Follow-up date
- Follow-up time
- Follow-up purpose
- Priority
- Next action
- Follow-up notes
The system keeps the upcoming activity visible so the sales team knows who needs attention next.
Customer Management
Keep complete customer information in one place.
A customer profile can include:
- Contact information
- Company information
- Lead history
- Sales history
- Previous conversations
- Notes
- Meetings
- Follow-ups
- Quotations
- Tasks
- Assigned employee
- Documents
- Customer status
This gives authorized employees a complete customer view before starting another conversation.
Deal & Opportunity Management
Qualified leads can be converted into sales opportunities.
For each opportunity, you can track:
- Customer
- Deal name
- Product or service
- Expected value
- Sales stage
- Expected closing date
- Assigned salesperson
- Deal probability
- Current status
- Next action
- Notes
This gives management better visibility into potential future sales.
Lead Status Management
Organize leads using clear statuses such as:
- New
- Contacted
- Interested
- Qualified
- Follow-Up
- Meeting Scheduled
- Demo Scheduled
- Proposal Sent
- Negotiation
- Won
- Lost
- Hold
Custom statuses can also be created according to your business requirements.
Task Management
Create tasks directly from customer and sales activities.
Tasks may include:
- Call customer
- Send quotation
- Arrange meeting
- Give product demo
- Visit customer
- Prepare proposal
- Collect documents
- Follow up payment
- Contact decision-maker
Each task can have an employee, deadline, priority and status.
Meeting Management
Schedule and manage customer meetings from CRM.
The system can maintain:
- Meeting date
- Meeting time
- Customer
- Assigned employee
- Meeting purpose
- Location
- Meeting result
- Next action
This creates a complete timeline of important sales activities.
Quotation Management
Create and track customer quotations from your sales workflow.
Depending on the selected CRM configuration, your team can maintain:
- Quotation number
- Customer
- Products/services
- Quantity
- Price
- Discount
- Terms and conditions
- Quotation date
- Expiry date
- Quotation status
Quotation statuses may include:
Sales Forecasting
Management needs more than a report of completed sales.
CRM can provide visibility into potential sales based on active opportunities.
Sales managers can review:
- Pipeline value
- Expected sales
- Deal stages
- Expected closing dates
- Employee-wise opportunities
- Pending negotiations
This helps management plan using actual pipeline information rather than assumptions.
Lost Lead & Lost Deal Analysis
Knowing why a customer did not buy is valuable.
When a lead or opportunity is marked as lost, your team can record reasons such as:
- Price
- Competitor
- No response
- Timing
- Requirement mismatch
- Decision postponed
- Duplicate lead
- Invalid inquiry
Over time, this information can reveal recurring problems inside the sales process.
Sales Team Performance
Management can compare team activity from one dashboard.
Depending on configuration, reports may include:
- Leads assigned per employee
- Leads contacted
- Follow-ups completed
- Overdue follow-ups
- Meetings completed
- Proposals sent
- Deals won
- Deals lost
- Conversion rate
- Sales value
- Pipeline value
This provides measurable information instead of relying only on verbal sales updates.
CRM Dashboard
Your CRM dashboard gives management a quick overview of important sales information.
The dashboard can include:
- Total leads
- New leads
- Active leads
- Qualified leads
- Won deals
- Lost deals
- Today's follow-ups
- Overdue follow-ups
- Upcoming meetings
- Total pipeline value
- Sales performance
- Lead source performance
- Employee performance
Dashboard widgets can be customized depending on business requirements.
User Role & Permission Management
Not every employee should have access to everything.
CRM access can be controlled according to user responsibilities.
Possible roles include:
- Super Admin
- Management
- Sales Manager
- Sales Executive
- Customer Support
- Accounts
- Branch Manager
- Custom Role
Permissions can control who can view, create, edit, assign, approve or delete specific information.
Document Management
Attach important files to leads, customers or opportunities.
Documents may include:
- Proposal
- Quotation
- Agreement
- Customer documents
- Requirement documents
- Product specifications
- Supporting files
This keeps important customer-related information connected to the correct record.
Branch & Department Management
Businesses with multiple departments or branches can organize CRM activities accordingly.
For example:
Head Office
Dhaka Branch
Chattogram Branch
Or
Sales
Marketing
Customer Support
Management can have broader access while individual users work only with relevant information.
Notification & Reminder System
CRM notifications can help users stay aware of important activities.
Depending on the system configuration, notifications may be used for:
- New lead assignment
- Overdue follow-up
- Upcoming meeting
- Approval request
- Upcoming follow-up
- New task
- Deal status change
- Other important activities
Permissions can control who can view, create, edit, assign, approve or delete specific information.
Sales Reports & Analytics
Our CRM software can be customized according to your sales process, team structure and business requirements.
Lead Reports
- New lead report
- Lead source report
- Lead status report
- Employee-wise lead report
- Lost lead report
Follow-Up Reports
- Today's follow-up
- Upcoming follow-up
- Overdue follow-up
- Employee-wise follow-up