Overview
SAN CRM is a CRM software from SAN Softwares for sales teams and call centers that want contact management tied to an integrated dialer. It handles leads, contacts, opportunities, targets, incentives, and workflow automation, and plugs into call center modules with automatic call distribution, live monitoring, click-to-call, and agent dashboards. It integrates with 20+ third-party CRMs including Zoho, LeadSquared, Freshdesk, and Microsoft Dynamics 365, plus mobile apps for iOS and Android reps.
Key Features
5 capabilities across the CRM Software workflow.
Lead & Opportunity Tracking
Manage contacts, deals, and pipeline with workflow automation and notifications.
Integrated Dialer & ACD
Automatic call distribution, click-to-call, and live call monitoring.
Target & Incentive Modules
Set sales targets and compute incentives for reps and teams automatically.