About TargetCRM
Customer work, connected.
TargetCRM brings sales, marketing, service and project operations into one CRM—so teams can work from shared customer context, not disconnected follow-ups.
Bring one real workflow. We will show how it could work in TargetCRM.
Our focus
Make customer operations easier to run.
A sale is not the end of the customer journey. TargetCRM connects lead capture, opportunity tracking, service requests and delivery work, with implementation shaped around your operating process.
Connected teams
Keep customer records, activities and responsibilities visible across sales and service.
Practical workflows
Configure the stages, fields and ownership your team needs to do its work.
Relevant integrations
Connect supported business tools through a scope agreed during implementation.
Team / customer operations
From first enquiry to ongoing service
Illustrative process—not a product screenshot.
What we bring together
One customer relationship. Several teams.
Sales and marketing
From lead interest to a clear next action
Capture enquiries, track opportunities and use email and WhatsApp nurturing to keep conversations moving.
⚡ Opportunity: new enquiry
Next action: send quote (due in 2 days)
Service and operations
Keep the relationship moving after the sale
Manage support tickets, customer portal requests, project tasks and timesheets with customer context close at hand.
Customer record dashboard
Why TargetCRM
Evidence you can evaluate—
not promises you must assume.
120+ active customers
Customer adoption across India and South Africa.
Up to 2050 users
Active deployments supporting up to 220 users. Discuss your access, integration and rollout requirements with our team.
2-3 week standard setup
Subject to agreed scope, user readiness and data availability. Complex work can take longer.
Customer implementations
Galaxy Sivtek, Parker Plant India, Apollo Inffratech and SabPaisa.
Our approach
Start with how the business works.
Software is useful when people know what to do next. We begin with responsibilities, handovers and reporting needs, then agree the configuration and rollout.
Make ownership visible
Help managers see who owns the next step across customer-facing work.
Build a usable first release
Prioritize essential workflows, prepare the data and train the users before expanding scope.
A clearer customer workflow
Your path to rollout
Define. Configure. Adopt. Improve.
Agree the essentials
Confirm users, process boundaries, required fields and reporting priorities.
Bring teams into the process
Prepare records, test workflows and train people on their responsibilities.
Keep improving
Use actual usage and feedback to decide the next phase.
Customer implementations
See how teams use TargetCRM.
Fintech implementation
SabPaisa
Explore ticket routing, review and cross-team workflows.
Frequently Asked Questions
Before you choose your CRMStart with your workflow, users and tools—not a generic feature checklist.
Who is TargetCRM for?
Teams looking to connect sales, marketing, support and project operations. Repeatable customer success includes machinery, agrochemicals and pharma
Where do you serve customers?
TargetCRM has customers in India and South Africa. These are customer markets—not an inferred worldwide footprint.
Who implements TargetCRM?
Excellence Consultancy Services works with your team to define scope, configure the agreed workflows and support rollout.
Does TargetCRM connect to other tools?
Supported integrations include SAP, WhatsApp/Meta, Gmail/Microsoft and other tools. Availability depends on APIs, plans and agreed 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.
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