LuitBiz CRM

LuitBiz CRM - an easy to use 360° CRM for your business

LuitBiz CRM is a true 360 degree SaaS CRM software with Sales, Marketing, Support, Contacts and Customer Portal Modules. Using LuitBiz CRM Sales you will have a sales process where you need to keep track of your sales pipeline and forecast your sales. The extensive marketing module of LuitBiz CRM allows you to manage your marketing campaigns and lists in addition to carrying out complete market segmentation & analysis and competitive analysis. The intelligent marketing reports generated by the Marketing module of LuitBiz CRM allows you to streamline all your marketing processes. The Support Module of LuitBiz CRM anlong with the Customer Portal module allows you to manage and streamline customer complaints and their resolution efficiently. Additionally, the Contacts module of LuitBiz CRM allows you to manage all your contacts online.

LuitBiz CRM is a true SaaS CRM where we take care of managing the system and associated hardware to run the system. Our customers can focus on their business rather than on wasting time and money on managing software systems. This delivery model requires no initial cash outlay for IT resources, a faster software implementation, on-demand scalability and improved ROI. These factors collectively create a material reduction in total cost of ownership (TCO) and acceleration of time-to-market benefits realization of using a SaaS CRM software.

CRM Software

The Role Based Dashboards of LuitBiz CRM allow users to access day-to-day features to effectively perform their jobs and improve customer relations.



How can LuitBiz CRM Software help your business?

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.


  • 1. Streamline your sales process: Your sales automation software should map to your business processes, not the other way around. Easily reflect your sales and forecasting stages 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.
  • 3. Convert more leads into actual opportunities: LuitBiz CRM Sales lets you track all the right information about your leads. Know what 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 entered into LuitBiz via the LuitBiz CRM marketing module. These leads are reflected in the LuitBiz CRM sales module ensuring that these leads never fall through the cracks, and that the right sales reps follow up on leads 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 using LuitBiz CRM Sales. Update your deal status, pull in teammates for help, and more from anywhere anytime.
  • 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 apply their judgement to forecasted amounts at 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 right 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 within LuitBiz. LuitBiz Business Applications Suite has an HRM and ESS module that has 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. From your Competitive Positioning Strategy, you create your branding and price 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: Using LuitBiz CRM Marketing, you can track marketing campaigns across all channels right from lead capture to close. Make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline. You can 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: LuitBiz CRM Marketing allows you to conduct a complete market survey 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.
  • 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. Since LuitBiz CRM marketing is inter connected to LuitBiz DMS, you can get your marketing content approved via the workflow process of LuitBiz DMS and then pull the approved content to LuitBiz CRM marketing for developing your marketing collaterals. This makes collateral management and approval easier than ever. You can even 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 make 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.

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. You can also make it easy for customers to do it themselves. Based on your customer type, you can provide a vast knowledge base to your customers via the customer portal module of LuitBiz. Either way, 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. Additionally, support managers can tap into metrics on the full history of an agent's performance and support message sessions. Your 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 more of a contact management system than a simple list of names followed by addresses and phone numbers that are available in smart phone and email address books. Of course these information are important, but they are only the beginning of the relevant information that a business needs to earn more revenue. In regard to customers, the types of additional information that are likely to be most relevant 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 (both those that are currently in progress and those that have been completed), names of the team member(s) who are directly dealing with the customer, notes on any feedback the customer provided or any special needs or preferences the client 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. Additionally, Luitbiz Contacts allows you to filter and retrieve contact information easily and to employ it intelligently. Moreover, since LuitBiz Contacts is available in the SaaS model, so you can access your contacts from anywhere in the world via 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. 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. Imagine the frustration when you are looking for bookmarks that you have made in one of your devices in the office, but do not have it on your mobile when you really need to refer to it! 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. Thus, 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. This information allows your company 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.

LuitBiz CRM allows you to have a complete 360° view of your customer lifecycle

You can choose to purchase all or combination of these four LuitBiz CRM modules based on your company's requirement. LuitBiz Contacts comes free with LuitBiz Sales, LuitBiz Marketing and LuitBiz Support. If you buy any of these three modules (LuitBiz Sales, LuitBiz Marketing or LuitBiz Support), you need not buy LuitBiz Contacts separately. However, if you already have a CRM system in place and would like to use LuitBiz Contacts to manage your business contacts you can surely do so by purchasing only the LuitBiz Contacts module.

In case you also purchase Luitbiz DMS along with the Marketing, Sales or Support Module of LuitBiz CRM, then you will be able to pull documents from the DMS module to these three CRM modules. Additionally, all the three modules of LuitBiz CRM (Marketing, Sales & Support) have basic ERP and basic HRM modules integrated to it that enables your company to manage your item and employee information seamlessly.

Provide cross-channel, consistent customer experiences using pre-built business processes that span silos

Why Use CRM

Why Use LuitBiz CRM?

LuitBiz CRM is a true 360° SaaS CRM with Sales, Marketing, Support and Contacts modules that strengthens your customer retention and increases your company's profitability


CRM Software Features & Benefits

LuitBiz CRM Features & Benefits

The power-packed features of LuitBiz CRM gives you a single view of all your customer and business interactions with information from the past, present and future


CRM Software Implementation

Implementation

LuitBiz CRM implementation is extremely easy and you can get started within a couple of minutes with the help of audio guides in each screen.


CRM Software FAQ

LuitBiz CRM FAQ

Have Questions About LuitBiz CRM? Check Out Our FAQ section and get answers to all your queries about LuitBiz CRM


LuitBiz Business Software helps mitigate risks, reduce capital expenditures & trim overall IT costs

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