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A neo-gen, easy to use Customer Relationship portal for your enterprise

Relate better and function optimally through last-mile engagement with your customers

Spread happiness, Share smiles through optimum Customer Service.
Customer Relationship Management

Customer Relationship Management (CRM) is the most critical aspect of any business. Manage your relationship in real time with customers on Tasksay and never lose track of leads, prospects and enquiries from customers. Map every transaction and link perfomance to your empowered sales team to ensure all processes, be it pre-sales, post-sales or beyond are taken into account.

Transform your customer service and reduce turnaround time drastically to ensure that customer support is never an issue and keep track of customer patterns, contracts, marketing and conduct surveys like you've never done before.


Our Features

A few salient features of the Customer Relationship tool include:

Lead Management

Manage and classify the leads on the basis of their status as Hot, Warm, Cold and streamline outputs on the go.

Customer Management

Manage elaborate customer relationship life cycles, their engagement, their payments and their issues under one roof.

Inquiry Management

Manage inquiries on the go and allocate to respective stakeholders through the system to enhance output.

Profit Management

Map and manage enterprise centric targets of sales on the basis of volumes, quantity and finances for your enterprise.

Target Management

Manage Agent-wise Sales targets and their achievement on the system through gamified dashboards in the Tasksay CRM tool.

Sales Enablement

Never miss out on an opportunity to collaborate with a prospect or customer through robust integrations and sales enablement tools.

Expense Management

Manage agent Wise and account based expenses for better last mile connection and optimal profit estimation.

Proposal Management

Send pre templated formats on the click of a button and negotiate optimally with prospects seamlessly.

Invoice Management

Manage Proforma Invoices and Sales invoices for your enterprise through integrated invoice management functionalities.

Service Desk

Prioritise issue management and map and resolve client complaints and queries optimally.

Sales Book Management

Maintain an income and expense schedule for your enterprise for effective sales book management of your organization.

Credit Management

Maintain a tab on the outstanding customer dues and engage effectively through robust credit management parameters.

Third-party Integrations

Integrate seamlessly with third party applications for optimal performance and functional enhancement.


The use to full potential of the application may be conducted through robust end to end customisation in accordance to your sales workflow.

Reports and Analytics

Map the organizational output through robust dashboards, graphs, analytics and powerful MIS reporting.

Get in touch

Together, let's empower you so you can empower your business.

Lets talk about Tasksay CRM.

The Tasksay CRM suite enables you to engage your sales team to perform better and maintain optimum relationship with your customers. Empower and Optimize your sales workforce today. Get in touch to know the limitless possibilities of CRM solutions from Taskay for your enterprise.