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Transform the way You Build, Progress & retain clients.

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Treeone CRM+ helps to…

Quotation Management

Treeone CRM accelerates your business by crushing 30-seconds quote creation to your customer inbox and before it brings attention to your hierarchy approval and makes effective interaction with their customer.

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


API Integration

Implementing Treeone CRM to your business you can integrate lead from multiple channels like landing page, social media, and email sources into CRM. Later the “lead automatically distributes” to the salesperson and CRM ensures that you don’t miss out on any leads from conversion.

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

Analytics & Reports

Treeone CRM provides you analytics and reports in a single click from leads to deal insights .

Visualize sales cycle updates from day to month wise everything in-depth analytics in CRM to enhance your business to bring up smarter decisions.

Treeone-CRM-analytics-and reports

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.

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
Team Coordination

Treeone CRM brings a facilitate communication with your customer as well as with your own sales team and gives real time sales updates and helps them to stay connected

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-
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