Why Choose Earn Spot CRM?
Take your business to the next level with Earn Spot CRM—where smart automation meets customer-centric solutions.
Features of Earn Spot CRM
Leads Management
Convert leads into opportunities, accounts, or contacts seamlessly.
Leads Management
Opportunities Tracking
Monitor potential sales and maximize conversions.
Opportunities Tracking
Accounts Management
Centralize business records for efficient client handling.
Accounts Management
Contacts & Relationships
Associate contacts with multiple accounts, defining roles and relationships.
Contacts & Relationships
Meetings, Calls & Tasks
Meetings, Calls & Tasks
Working Time Calendar
Working Time Calendar
Sending Invitations
Sending Invitations
Google & Outlook Calendar Sync
Google & Outlook Calendar Sync
Shared Calendar
Shared Calendar
Multiple Email Accounts
Multiple Email Accounts
Outbound Emails & Templates
Outbound Emails & Templates
Email Folders & Filters
Email Folders & Filters
Mass Emailing
Reach out to multiple clients with automated bulk emails.
Mass Emailing
Multiple Email Addresses per Record
Maintain multiple contacts for each client.
Multiple Email Addresses per Record
Activity Stream
Stay updated with real-time CRM changes and updates.
Activity Stream
Follow Button
Track important records and updates with a single click.
Follow Button
Case Management
Case Management
Email-to-Case Automation
Convert customer emails into support cases automatically.
Email-to-Case Automation
Customer Portal
Customer Portal
Knowledge Base
Allocate rooms, track availability, and manage hostel check-ins.
Knowledge Base
Document Management
Document Management
Maps Integration
Maps Integration
View Customer locations based on address details.
Dynamic Forms & Custom Fields
Dynamic Forms & Custom Fields
Capture essential client details with personalized forms.
Calculated Fields
Calculated Fields
Automate calculations for key Opportunities and financial data.
Data Privacy Controls
Data Privacy Controls
Kanban Boards
Visualize workflows and manage sales pipelines efficiently.
Kanban Boards
Visualize workflows and manage sales pipelines efficiently.
Data Export & Printing
Export reports to Excel, CSV, or PDF for easy sharing.
Data Export & Printing
Export reports to Excel, CSV, or PDF for easy sharing.
Mass Email Marketing
Mass Email Marketing
Mail Merge & Target Lists
Personalize messages for different client segments.
Mail Merge & Target Lists
Personalize messages for different client segments.
Web-to-Lead Forms
Web-to-Lead Forms
Layout & Entity Manager
Layout & Entity Manager
Label Manager
Label Manager
Extensions & Plugins
Extensions & Plugins
Data Import & Management
Data Import & Management
Seamlessly import existing client and financial data.
User & Team Management
User & Team Management
Secure Authentication
Enable LDAP and OpenID Connect authentication.
Secure Authentication
Currency & UI Themes
Currency & UI Themes
Role-Based Access Control
Role-Based Access Control
Get In Touch!
Let’s work together to make your Business smarter, simpler, and more efficient!
+91 7526012001
help@earnspot.in
Frequently Asked Questions (FAQs)
Earn Spot CRM is a comprehensive software designed for all business professionals to manage leads, opportunities, sales, customer interactions, and marketing campaigns efficiently.
It is a cloud-based CRM, allowing you to access it from anywhere, but can also be deployed on-premise if needed.
Yes, Earn Spot CRM support multi-user access.
The CRM allows you to capture, track, and convert leads into opportunities, contacts, or accounts while automating follow-ups and nurturing prospects.
Yes, you can visualize your sales pipeline with Kanban boards and track deals at every stage.
Yes, the shared calendar feature allows teams to coordinate schedules effectively.
Yes, the CRM supports mass emailing with pre-designed templates and automation.
Yes, you can track email opens, clicks, and responses to monitor engagement.
Yes, the CRM allows multiple email addresses per contact for better communication.
The Activity Stream shows real-time updates and changes to records, keeping your team informed.
Yes, you can follow records to get notified about updates and progress.
You can create, track, and manage customer cases, assign them to agents, and resolve them efficiently.
Yes, the CRM includes an Email-to-Case feature that automatically converts customer emails into support tickets.
Yes, the CRM includes an Email-to-Case feature that automatically converts customer emails into support tickets.
Yes, the CRM includes mass email marketing, mail merge, and target list management.
Yes, the Web-to-Lead feature allows you to capture leads from website forms into the CRM automatically.
Yes, the Layout Manager and Entity Manager let you customize forms, fields, and record relationships.
Yes, the Label Manager allows you to change field names and interface elements.
Yes, you can install add-ons to enhance functionality.
Yes, the CRM has role-based access control for teams and users.
Yes, it supports LDAP and OpenID Connect authentication.
Yes, you can set up different currency rates based on business needs.
We offer email, chat, and phone support, along with a knowledge base for self-help.
Yes, we provide onboarding assistance and training sessions.