Treeone CRM Software 


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Transform the way

You Build, Progress

& retain clients.

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Treeone CRM+ helps to…

Quotation Approval

Treeone CRM provides Hierarchy wise access on your records by giving read-only or read / write access.

Make Productive Communication between the Manager and User, Starts with the quote request ends with an approval quotes

Treeone CRM Quotation- Approval
Treeone CRM API integration

API Integration

 Easy access of data through API integration from Multiple business applications to maximizes the productivity.

Automate Tasks by Eliminating manual entry of leads & Reduces sales Effort

Incentive Tracking

Treeone CRM Analyses the individual Sales Person’s Performance through Monthly & weekly Targets.

Helps the Organization to discover the best Performing Employee and then honouring them with rewards

Treeone CRM Incentive Tracking

They Grow with our CRM !


Features of Treeone CRM+

Treeone CRM campaign analytics
Campaign Management

Capture Leads from Multiple Marketing Channels such as Channel Partners Campaign, Websites, Landing Pages, EMail, Live Chat and Social Media.

Lead Management

Manual and Automatic Lead assignment based on Branch, Location and Language. Using Treeone CRM you can Identify qualified leads by Lead Score

Treeone CRM Activity Tracking
Activity Tracking

Treeone CRM helps to Track all the sales activity like customer interaction, Employee followups and Entire Lead Process for better the communication

Treeone CRM cti integration
CTI Integration

Treeone CRM allows to call & record the communication happened between user and Customer to improve the Relationship and Retain them with Loyalty

Treeone CRM Notifications
Automatic Notification

Internal and External Notification for Approvals, Followups and pre-planned activities which reminds to do all your sales process without delay.

Treeone CRM 362 reports
Report & Analytics

Analyse your leads, quotes,tasks and complete process with single dashboard. Analyse the best Return on Investment (ROI) on your marketing campaigns

Treeone CRM Mobile app
Mobile App

Track your everyday progress, know your competency, manage and execute your tasks anywhere on the GO

Treeone crm 360 view dashboard
362° View

With Treeone CRM  You can get a Complete view of customers & their various Sales interactions to the business.

Treeone CRM Contact Management
Contact Management

Treeone CRM Manages all the customer’s information at one place & Establish the healthy relationship with customers

Our Treeone CRM+ Notification squad

With multiple devices functionality you’ll always stay connected

Treeone-crm Multi device support CRM

/ Dynamic Dashboard

A Powerful dashboard to

give you full control

Graphical representation of Lead status

Opportunities & Sales order

Treeone stock brokers crm dashboard-
crm app

/ CRM+ Android Application

Reduce the Potential

for Customer Churn

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