Funnel CRM

Welcome to the future of lead management! Roongta's CRM software is here to transform the way you do business.It is a software application that enables you to manage your customer relationships and sales data from your mobile device. It provides a user-friendly interface that allows you to access all the information you need to make informed decisions about your sales activities.

Say goodbye to outdated systems and hello to the future of customer relationship management. Let's dive into the innovative features that make Roongta's app a game-changer in the world of sales management.


-Task Management: Manage your day-to-day tasks, view scheduled activities, and group tasks by type, status, and priority.

-Performance Tracking: Get notified of new inquiries and track business performance in real-time, check team work schedules, and assign tasks easily.

-Communication and Material Sharing: Use predefined email and SMS templates to communicate with clients, forward information quickly.

-Client and Associate Profile Creation and Tracking: Create and track client and associate profiles, including contact details, interests, and interactions.

-Lead Management: Manage leads, including follow-ups, reminders, and lead status updates.

-Request/Feedback Management: Manage customer requests and feedback efficiently.

-Timeline of User: Get a timeline of user activities, including calls, emails, meetings, and tasks.

-Social Media Sharing: Share information on social media platforms like Facebook and Twitter.

-Workbook: Track day to day activity of your sales team, Updates of existing leads or adding new leads.

-To-Do List: Get a to-do list that includes day planner, task details, date of completion,overdue tasks,contact book, Client and Associate WorkBook Tracking

-Quick Search : Search any leads directly


-Automation : Automate your sales communication through rule-based SMS/Emails and keep your clients feeling appreciated with automated Birthday and Anniversary messages.