Keep sales, delivery, and Customer Service Connected.
TargetCRM brings Sales, Marketing, Projects, and Support around one customer record. Give enquiries an owner, opportunities a next step, and service teams the history to act.
Bring one real example. We’ll discuss how TargetCRM could handle it.
What needs to work better in your business?
Start with one team’s challenge. Keep the customer relationship connected as you expand.
01. SALES
Follow up with a clear Next Step
Manage Leads, Opportunities, Quotations and Orders. Keep the owner and Next Action visible.
02 MARKETING
Keep Interest Moving toward a Sale
Connect Lead Sources, Assignment and Email or WhatsApp nurturing with Sales Follow-up.
03 SERVICE & SUPPORT
Make every request accountable
Bring Tickets, Escalation, Portal Requests, Customer assets and Service Contracts into the same Customer Story.
04 PROJECTS
Carry the promise into delivery
Keep Milestones, Tasks, Timesheets and Documents connected to Customer work.
05 MANAGEMENT
See the records behind the report
Review Pipeline, Pending Follow-ups, Service workload and Project Progress.
Real companies. Specific operating problems.
Explore customer-specific implementations delivered by Excellence Consultancy Services.
Galaxy Sivtek
Technical Enquiries, Trials and Customer Service.
Parker Plant India
Dealer sales, service claims and SAP handovers.
Apollo Inffratech
Equipment service, entitlement checks and approvals.
SabPaisa
Rule-driven ticket routing and cross-team ownership.
Based on 6 reviews · checked 26 September 2026
Connect the hand-offs—not just the records.
Sales knows the enquiry. Delivery knows the commitment. Service knows the issue. TargetCRM keeps their work connected to the customer.
An owner for the next step
Make responsibility visible across sales and customer-facing work.
A practical first release
Agree essential stages, fields, roles and reporting before expanding.
Support after go-live
Online meetings, telephone, chat and a customer portal.
Lead generation needs a follow-through.
A campaign response needs somewhere to go. Capture the source, assign responsibility and keep the sales handover visible.
TargetCRM supports email and WhatsApp nurturing. Define the messages and handover that fit your process.
Explore Marketing Automation
See where the daily work is recorded.
These empty demo forms show the product—not customer records.
Capture & assign
Record the enquiry and the person responsible.
Track the opportunity
Keep the stage and next step with the deal.
Organise the request
Give support the issue and customer context.
Demo interfaces; field layouts depend on configuration.
Start with a CRM your team can use.
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex migration, integrations or customisation can take longer.
01. Understand & scope
Confirm the Process, Users and First Priorities.
02. Configure & prepare
Agree the fields, responsibilities and supported data.
03. Train & Launch
Help users work through the agreed process.
04.Support & improve
Refine the setup as your team’s needs develop.
Built around the industries we know.
Repeatable customer success includes machinery, agrochemicals and pharmaceuticals.
Machinery & equipment
Quotations, installed assets and ongoing service history.
Agrochemicals & pesticides
Dealer or distributor follow-up and territory visibility.
Pharmaceuticals
Multi-stage selling, approvals and structured customer interactions.
Fit CRM into your wider business.
Integration options connect customer work with the tools your team already uses. Each connection is confirmed against APIs, subscription plans and agreed scope.
AI for specific sales tasks
Lead scoring · Lead research · Business-card scanning
Frequently Asked Questions
Before you choose your CRMStart with your workflow, users and tools—not a generic feature checklist.
How long does a standard implementation take?
A standard implementation can go live in 2–3 weeks when scope, users and data are ready. Complex migration, integrations or customisation may require more time.
Can TargetCRM connect sales, service and project work?
Yes. TargetCRM covers sales CRM, marketing automation, customer support, project management and analytics. We will demonstrate the workflows relevant to your team.
Can TargetCRM integrate with our existing tools?
Available connections include SAP, WhatsApp, Meta platforms, LinkedIn Ads, Gmail, Microsoft applications, Amazon S3, Mailchimp and Brevo. Availability depends on the application, APIs, plan and implementation scope.
Start with one real example
Show us where customer work gets stuck.
A missed follow-up. A sales-to-delivery handover. A service escalation. Bring the process you want to improve.
Email connect@targetcrm.cloud with your workflow and user count.
Connect with us today
Let’s discuss your next project—connect with our team today for tailored solutions.
Schedule a calltargetcrm