LuitBiz CRM

How can LuitBiz CRM Software help your business?

LuitBiz CRM has Sales, Marketing, Support, Contacts & Customer Portal modules that gives a complete 360° view of your entire customer lifecycle. You can pick and select whichever modules suit your business requirement. For more details about each of these modules, click on the tabs below:

LuitBiz CRM Sales features allow you to improve your sales success, eliminate low sales productivity, close deals faster and increase your company's sales.

With separate role based interfaces for Sales Managers and Sales Executives, LuitBiz CRM Sales provides a simple point-and-click interface to automate business processes.

The role based sales dashboards allow you to manage all your activities, receive reminders to contact leads, prospects, campaigns and your ongoing tenders.

Sales Managers are able to follow up ongoing sales results and compare it with sales budget and the team's performance via the Sales Manager Module of LuitBiz CRM Sales.

CRM in Sales

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While using LuitBiz CRM Sales via a smartphone, you can make your calls right from your dashboard by clicking on a "Call" button and enter the follow up by talking on your mobile device instead of typing it - saving you a lot of time & effort


  • 1. Streamline your sales process: Reflect your sales and forecasting stages easily in LuitBiz CRM Sales to drive process, productivity, and consistency.
  • 2. Track lead progress and know the status at a glance: Track all your lead progress in LuitBiz CRM Sales:
    • View critical details about your prospects, such as it's worth, who you are competing against, and what stage the deal is in.
    • You can enter the prospect and lead follow up contact log to receive follow up alerts, and track all associated activities as they happen. This will help you close deals faster.
    • In case you are using LuitBiz CRM Sales via a smartphone, you can actually talk and enter your follow up data instead of keying in. This saves a lot of time.
  • 3. Convert more leads into actual opportunities: Using LuitBiz CRM Sales you can track which marketing campaign a lead came from (via LuitBiz CRM Marketing), have the most up-to-date contact information, and see all relevant activities to help you convert more leads.
  • 4. Route and assign leads to the right people: Lead data from marketing campaigns can be captured in the LuitBiz CRM Marketing Module. These leads are reflected in the LuitBiz CRM Sales Module ensuring that they never fall through the cracks, and the right sales reps grab thee leads follow up while they are hot.
  • 5. Create quotes & invoices on the fly: Pull item data from LuitBiz ERP to LuitBiz CRM Sales and track which of them are part of your deal, including quantity, standard price, quoted price, special discounts, product codes and also set up payment and delivery terms.
    With built-in quoting & invoicing capabilities, you can automatically populate a quote or an invoice with relevant customer data, generate a PDF, and email it to customers in just a few clicks.
  • 6. Empower your sales team with the latest deal details in real time: Deals happen fast - keep your team informed with real-time updates using LuitBiz CRM Sales. Grab campaign leads added by your marketing team via LuitBiz CRM Marketing, update your deal status and pull in teammates for help from anywhere anytime till you complete the sale.
  • 7. Track interactions to decide when to act: View a detailed history of your prospects' engagement with your brand right within LuitBiz CRM Sales.
    Activity tracking lets you understand your customers' unique interests and requirements, and with real-time alerts based on their requirements you will know exactly when to reach out.
  • 8. Discover trends quicker to close deals faster: The easy to use graphical dashboards of LuitBiz CRM Sales allow reps to easily monitor and control the success of their sales pipelines as well as determine the market trends and demands of the various products that they deal with.
  • 9. Make critical decisions while you are on the move: Use LuitBiz CRM Sales to check on your key business metrics and drill down to the details.
    You can also collaborate with your team members and collegues through LuitBuzz to drive updates and key business decisions.
  • 10. Have an accurate view of your forecast with real-time adjustments: If a Sales Manager thinks that a sales rep might come in above or below their forecasted amount they can easily adjust the forecasted amounts for the rep, period, and summary levels while leaving the underlying opportunity data intact.
  • 11. Quickly see how you are performing against plan: The forecast screen shows quota and quota attainment alongside the forecast numbers. By tracking overall quota attainment for the month, the forecast period, or in each forecast category, it is easier than ever to know where to focus, whether you are a sales executive or a sales manager.
  • 12. Motivate and coach sales executives using results-driven metrics: Motivate and coach your sales team directly using the HRM & ESS modules of LuitBiz that have training management capabilities.
    Use this training module to help more reps achieve quota every month and recognise your top performers publicly, showcasing what they are doing to win deals.
    The HRM module of LuitBiz also has an employee appreciation programme where every month an employee can be declared the employee of the month. This goes a long way in boosting the morale of the employees specially your sales reps.

LuitBiz CRM Marketing includes features for effective Competitive Positioning Strategy for your company.

The Marketing module guides you through the entire marketing process that includes creating your Market segmentations, research, and competitors' product and positioning, performing SWOT analysis and your value proposition and managing your marketing campaigns.
You can create your branding and price strategy from your Competitive Positioning Strategy.
With separate role based interfaces for Marketing Managers and Marketing Executives, LuitBiz CRM Marketing provides a simple point-and-click interface to automate your marketing processes.


  • 1. Track marketing campaigns across all channels: With LuitBiz CRM Marketing, you can track marketing campaigns across all channels right from lead capture to close.
    Make smarter decisions about where to invest so that the impact of your marketing activities reflects on your sales pipeline.
    Manage your campaigns while you are on the move by using any device connected to the Internet without downloading any mobile apps or desktop clients.
  • 2. Capture customer behavior with market analysis and segmentation: Conduct complete market surveys and gather real-time data around customer preferences, lifestyle, and purchase habits, and then act on that data to increase conversions and create a 360-degree view of the customer with LuitBiz CRM Marketing.
  • 3. Predict & automate marketing decisions and Assign Responsibilities: Define your own automation logic for your marketing campaigns with our highly flexible model.
    Instantly identify what works and adjust your campaigns accordingly, assign suitable jobs to your marketing executives and monitor their progress in real-time.
  • 4. Create personalized experiences: Leverage prospect profile data to deliver cross-channel marketing experiences that are unique to each individual.
    Analyze behavior, location, buying patterns, and more to deliver real-time, personalized content and sales suggestions to your sales team for closing a deal.
  • 5. Manage Marketing Tools and Collaterals: Manage and track marketing tools and collaterals centrally with LuitBiz CRM Marketing.
    LuitBiz CRM Marketing is inter connected to LuitBiz DMS, you can get your marketing content approved via the workflow process of LuitBiz DMS and lets you pull the approved content from LuitBiz DMS to LuitBiz CRM Marketing for preparing your marketing collaterals.
    You can assign owners to your content and then use quick search functionality to easily track down the bottlenecks.
  • 6. Make meaningful conversions at all stages: With the real-time tracking and graphical reporting feature of LuitBiz CRM Marketing, you can optimize all your campaigns to drive measurable business results.
    The easy to use features of LuitBiz CRM Marketing makes it easier than ever to use data to power meaningful 1:1 conversations at each stage of the customer journey.
  • 7. Reach out with Social Media: We have put your social media page management back in your hands in LuitBiz CRM Marketing, making it easy to create a branded Social Media experience your fans and followers will love.
  • 8. View SWOT Reports: View text and graphical SWOT reports that provide a good all-around view of your company's current and forward-looking situation and plan your business strategies accordingly.
  • 9. Manage Marketing Lists: You can create and managing your marketing campaign lists in LuitBiz CRM Marketing and then export them to your favorite mass mailing software like MailChimp or Elastic Email.

LuitBiz CRM Support provides complete customer support functionalities including definition of support rules, online customer trouble ticketing, escalation and reports.

The support module of LuitBiz CRM is built from ground-up to make your support team's work easier with customized dashboards for different roles to handle support issues very effectively.


  • 1. Single console for all support cases: With LuitBiz CRM Support and Customer Portal, you can manage all of your cases faster centrally over the cloud.
    You can provide support, escalate support cases and solve issues and view the complete support history of all your customers.
  • 2. Provide customer support via Social Media: Deliver service to your customers on your social media channels via LuitBiz CRM Support.
    Additionally, the collaboration module "LuitBuzz" helps your agents discuss issue resolutions with the other employees of your company so they can deliver outstanding customer service.
  • 3. Connect your agents to increase productivity: With LuitBiz CRM Support, your support agents has full access to the complete customer profile. This way answers can be delivered both in context and with an eye toward the overall customer experience.
    Support cases can be quickly discussed to the right subject matter experts via LuitBuzz.
  • 4. Customize your SLA & Escalation Rules: LuitBiz allows you to customize your SLA policies and escalation rules that help in streamlining your support processes.
  • 5. Knowledge Base: You can quickly add support related questions and answers and search your knowledge base for relevant topics.
    Based on your customer type, you can provide a vast knowledge base to your customers via the customer portal module of LuitBiz.
    Your customers get the answers they need, exactly the way they want to get them.
  • 6. Build a smarter support team: With LuitBuzz, you can coach agents in real-time with private messages.
    Support Managers can also monitor agent queues to balance workloads and maximise productivity.
    Support managers can tap into metrics on the full history of an agent's performance and support message sessions. Your support team will be working faster and smarter with LuitBiz CRM Support.
  • 7. Communicate directly with your customers: You and your support team members can directly communicate and listen to your customers via the Customer Portal.
    Broadcasts and personal messages can be sent to customers via LuitBiz that helps in increasing customer retention & loyalty.

LuitBiz CRM Contacts is an easy to use Contact Management System that helps businesses to maintain a clear and relevant presentation of all their business contacts.

Any business that aims to succeed needs a contact management system than a simple list of names followed by addresses and phone numbers that are stored in smart phone and email address books as these do not include relevant information like follow up data that a business needs to earn more revenue.
Relevant contact information for businesses about past and present customers include detailed records of all products or services purchased, further products or services the customer may appreciate, notes and information on transactions or projects with the customer, names of the team member(s) who are directly dealing with the customer, notes on any feedback and follow up details the customer provided or any special needs or preferences the customer has expressed, and the like.
In regard to individuals or companies that are actual or potential suppliers or partners of a small business, the types of additional information are likely to be most relevant include: the specific services provided, the cost of those services, any notes on the transaction or points of importance for future transactions, their areas of interest and the like.
LuitBiz Contacts allows businesses to manage and update all these contact records based on your business requirements.
Luitbiz Contacts allows you to create custom tagging templates for your contacts where you can collect data that are relevant to your business contacts and retrieve contact information easily and to employ it intelligently.
LuitBiz Contacts is completely responsive (fits all devices) and it's available in the SaaS (cloud computing) model, so you can access your contacts from anywhere in the world using any device connected to the Internet.


  • 1. Prepare for business meetings while on the go: Access all of the account and contact data you need to keep deals moving, from anywhere, anytime using any device connected to the Internet.
    LuitBiz CRM Contacts pulls in information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.
  • 2. Schedule contact meetings and get alerts: With LuitBiz CRM Contacts, you can enter and view complete logs of communication that you have had with your contacts.
    You can also schedule the date for the next contact with the customer and LuitBiz CRM Contacts will alert you about it on the assigned date. This makes it easy for you to follow up and close deals faster.
  • 3. Arrange Contacts: Define the interests of your contacts and arrange them based on their interests and generate lists that you can use for your email campaigns.
  • 4. Access all your bookmarks from anywhere, anytime: LuitBiz CRM Contacts allows you to manage all your bookmarks centrally and access them from anytime, anywhere.
    LuitBiz CRM Contacts helps you manage all your bookmarks centrally and lets you access them from anywhere, anytime - it frees you from your device dependibility for bookmarks!
  • 5. Take notes and manage them: Apart from your communications with your contacts, if you need to take down some notes, you can do so with LuitBiz CRM Contacts.
    You can also attach a document to support your notes via LuitBiz CRM Contacts.
    LuitBiz CRM Contacts acts as your pocket diary and helps you not to miss out on any information that is important for you and your business.

LuitBiz CRM Customer Portal features allow you to improve your customer retention, eliminate customer attrition, upsell and cross sell to existing customers and increase your company's sales volume.

The customer portal helps in improving your brand image by allowing you to display your company's logo and allowing your sales and support managers to have direct communication with your customers.


  • 1. Facilitate customer-centricity: In a fiercely competitive marketplace, customer-centricity is a necessary for business survival and growth.
    The key to building and maintaining a customer-centric organization is to ensure your business strategy is designed and implemented around your customer needs and expectations. Your customers know exactly what they want. However, it can be challenging to get them to communicate with the right people in your organization and in a timely way.
    The customer portal of LuitBiz allows your customers to communicate their suggestions, ideas and concerns to your support teams that ultimately make the decisions for product development and service improvements.
  • 2. Encourage sharing of critical information: LuitBiz CRM Customer Portal encourages sharing of information and content between your customer and your support team members to better aggregate insightful data that supports the production of customer centric products and services.
  • 3. Reduce Support Costs: It is cheaper to have customers help themselves than to pay someone else to do this. The Customer Portal module of LuitBiz CRM eliminates a call or email to a live agent, along with the associated labor costs.
  • 4. Reduce Ticket Volume with self service knowledge base: The pain point many people experience with customer service is having to wait for a response from a support rep from any company. Unfortunately for fast-growing companies, the rise of customers means the rise of ticket volumes. But there is a solution to this problem: self-service support.
    The self service knowledge base of the Customer Portal module of LuitBiz CRM helps you reduce ticket volume by allowing you to post Do-It-Yourself (DIY) tips for customer to fix the problems themselves before calling up or contacting your support department.
  • 5. Increase Efficiency of your support team: Because self-service support keeps repetitive customer questions from ever reaching email or the phone lines, it allows your sales team members to have better productivity.
  • 6. Listen to your customer's wishes: Your customers can post their wishlists via the customer portal and these can provide you valuable insights on improving your products / services.
  • 7. Communicate directly with your customers: Post broadcasts or send direct messages to your customers and communicate with them via the customer portal.

Have your customer information at your finger tips, access it anywhere, anytime using any device with LuitBiz CRM

A centralized repository of your customer information in a CRM system ensures that all your customer data is available at all times. No more lost data, no more long drawn-out searches for a missing customer data, no more paper chase!

Before making a decision, let's get you started with a free trial of LuitBiz CRM for 15 days and see for yourself how it will add value to your business. LuitBiz also has Document Management (DMS), HRM, ESS, BPM and Corporate communication modules. The best way to see which of our modules is best for you is to try it out for yourself for free. So in the free trial of LuitBiz, you can check out all our modules of LuitBiz including LuitBiz CRM. Experience the hassle-free advantages waiting for you or get in touch with our support staff to learn how LuitBiz can bring these benefits and cost savings to your organization.

Try out the FREE 15 DAY TRIAL of LuitBiz