top of page
home.png
Mahendra Technosoft.png
seo-content-writing-services-ap.jpg

XpertBiz CRM

Strengthen Relationships. Boost Sales.

experience (1).png

12+

Years of Experience

costumer (2).png

500+

Global Clients Served

self-employed.png

400+

Skilled Freelancers & Data Specialists

Request a FREE Quote

Complete data support with FREE TRIAL

A Smart CRM System to Manage Customers, Automate Sales & Accelerate Business Growth

XpertBiz CRM is an intelligent customer management platform designed to streamline your sales, marketing, and support operations. With AI-powered insights, automated workflows, lead tracking, and powerful reporting dashboards, it helps businesses nurture customer relationships, improve conversions, and manage the entire customer lifecycle from one unified system.

Whether you're a startup, SMB, or enterprise, XpertBiz CRM brings structure, clarity, and automation to your customer interactions—resulting in faster sales cycles, improved communication, and stronger business growth.

OUR SERVICES

Our XpertBiz CRM Services

At Mahendra Technosoft, we offer end-to-end XpertBiz CRM Services, which primarily include:

team-management (1).png

Lead Management

Capture, organize, and track leads throughout the sales funnel. XpertBiz CRM helps your team monitor follow-ups, manage opportunities, and identify high-value prospects with clarity and precision.

Contact us
Lead Management
task.png

Task Management

Automate repetitive tasks like lead assignment, follow-up reminders, email notifications, and approval workflows—ensuring no opportunity is missed and processes run smoothly.

Contact us
Task Management
folder (1).png

Customer Data Management

Maintain complete customer profiles including contact info, communication history, past interactions, purchases, and support tickets—allowing your team to deliver personalized service.

Contact us
Customer Data Hub
line.png

Email, SMS & WhatsApp Communication Integration

Communicate directly from the CRM using integrated tools like email templates, SMS campaigns, WhatsApp messages, and automated communication sequences.

Contact us
Communication Tools
digital-services.png

Support Ticketing & Service Management

Track complaints, assign tickets, monitor resolution time, and maintain service-level standards through a centralized support management module.

Contact us
Support Ticketing
dashboard (2).png

Sales & Performance Analytics Dashboards

Access real-time dashboards showing conversions, lead sources, revenue trends, team performance, and pipeline forecasts—helping you make data-driven decisions.

Contact us
Sales Analytics
texture-bg-jkc-01.png

Client Success Stories

With Real-World Results

data-ss-thumb-6.jpg

ESG Research

An Impact Reporting Tech Platform Seeks ESG Research For Its Sustainability Reports

data-ss-thumb-5.jpg

Data Support

How SunTec India helped tackle counterfeits and brand abuse with advanced data support

data-ss-thumb-3.jpg

Data Mining & Enrichment

Helping a healthcare IT firm improve prospect targeting with data mining and enrichment services

Industries We Serve

Our services cater to the needs of diverse industries and niches, including but not limited to:

technology.png

Technology & IT

online-shop.png

E-commerce & Retail

budget.png

Finance

bank (1).png

Banking

healthcare.png

Healthcare

agreement.png

Real Estate

medicine (1).png

Pharmaceuticals

school.png

Education & eLearning

warehouse.png

Logistics & Supply Chain

administrator.png

Administration

cinema.png

Media & Entertainment

resource-allocation.png

Human Resource

manufacturing.png

Manufacturing

bullhorn (1).png

Digital Media/ Advertising

telecommunication.png

Telecom

OUR PROCESS

XpertBiz CRM Implementation Process

01

Requirement Analysis & Sales Workflow Mapping

We begin by understanding your sales cycle, lead sources, customer journey, communication methods, and workflow structure. This helps us identify the exact CRM features your business needs.

02

CRM Customization & Module Setup

Based on your requirements, we configure lead stages, user roles, pipelines, automation rules, communication templates, and dashboards to match your exact business processes.

03

Data Migration & Integration Setup

We securely migrate your existing customer data from spreadsheets, legacy CRMs, or other tools. The CRM is integrated with email, WhatsApp, SMS, marketing tools, and third-party platforms for seamless operations.

04

Testing, User Training & Workflow Validation

We test all modules—lead management, automation, communication, analytics, and support.

05

Deployment, Go-Live & Continuous Support

Once the system goes live, we monitor performance, resolve issues, and provide ongoing support and feature enhancements to keep your CRM running smoothly.

Client Speak

"XpertBiz CRM helped us streamline lead management, automate follow-ups, and track customer interactions effortlessly. Our team's productivity improved significantly, and we are closing deals much faster. The analytics dashboard gives us complete visibility into performance and revenue trends."

Anil Pawar

Sales Head, BrightLine Technologies

Ready to Make Headlines?

Let Mahendra Technosoft Tell Your Story to the World

WHY US

Why Choose XpertBiz CRM?

XpertBiz CRM is designed to simplify customer management and accelerate your sales performance. With AI-driven insights, automation tools, and streamlined communication capabilities, our CRM helps businesses build stronger customer relationships, improve team productivity, and achieve faster growth. From lead generation to deal closure and after-sales support, XpertBiz CRM provides complete visibility and control over every stage of your customer lifecycle.

crm (3).png

Tailored CRM for Your Business Workflow

We customize pipelines, automation rules, user roles, and communication processes exactly as per your sales and service models.

automation (7).png

Powerful Automation for Faster Sales Cycles

Automated follow-ups, task assignments, reminders, and communication workflows eliminate manual effort and improve efficiency.

connection.png

Integrated Communication System

Email, SMS, and WhatsApp are built right into the CRM, allowing seamless communication without switching tools.

kpi.png

Real-Time Sales & Performance Insights

AI-powered dashboards show lead sources, pipeline health, closing probabilities, team performance, and revenue forecasts—all in one place.

interface.png

Easy-to-Use Interface for Every Team Member

XpertBiz CRM is simple, intuitive, and mobile-friendly—making it easy for sales teams, support teams, and management to adopt quickly.

maintenance (7).png

Reliable Support & Continuous Enhancements

We offer continuous upgrades, technical support, and new features to ensure your CRM evolves along with your business.

Connect With Us!

To know more about our services, request a free sample, or get a quotation, write to us at info@mahendratechnosoft.com.

XpertBiz CRM – FAQs

  • Yes. XpertBiz CRM is scalable and fully customizable, making it ideal for startups, SMBs, and large enterprises with varied sales and support needs.

  • Absolutely. XpertBiz CRM offers automated emails, task reminders, WhatsApp messages, and SMS alerts to ensure consistent follow-ups and faster conversions.

  • Yes. The CRM integrates with email platforms, marketing tools, WhatsApp APIs, payment gateways, websites, and more for seamless operations.

  • Definitely. We assist with secure data migration from spreadsheets, old CRMs, and other systems without data loss.

  • Yes. XpertBiz CRM is fully mobile-friendly, enabling your sales team to access leads, update activities, and track performance from any device.

bottom of page