Roongta CRM

Roongta's mobile CRM app acts as your personal sales tool, keeping you in the know whether you're at your desk or on the move. Streamline your workday by adopting a mobile CRM system.
The CRM app takes care of your CRM requirements on the go, and helps boost mobile sales productivity with features like search, call, email, check-in, locate leads nearby, and notifications. With a highly interactive, user-friendly interface, Roongta's mobile CRM is perfect for field sales.
Start your day with an overview of your scheduled activities, and plan your workday accordingly. View all your upcoming calls and meetings and overdue activities.
Quick Communication and Material sharing
Use predefined email and sms templates and share them using SMS, Email. Reach with your clients easily and forward information quickly.
Client Profile Creation and Tracking
Associate Profile Creation and Tracking
Lead Management
Request / FeedBack Management
Timeline of User
Social Media Share
Workbook

Day to Day work reflection of App User

Feedback

From admin feedback to App User

Lead

Follow Ups, Reminders,Lead status


To Do List
Day Planner, Task- Details, Date of Completion (DOC), Overdue tasks

Quick Search
Search any prospect directly

Automations


SMS/Email Rule base,Birthday Sms, Anniversary Sms

Contact Book
Activity Cycle
Client and Associate WorkBook Tracking