CRM Software

All-in-One CRM Software

Manage Your Sales, Service & Team Operations

Running a business becomes challenging when your sales team works manually, service complaints pile up, and you have no real-time visibility of what your team is doing.
At RVM Infotech, we understand these challenges — so we built a smart, simple, and scalable CRM Software designed to help you manage your complete business operations effortlessly.
Whether you want to improve lead management, track sales performance, resolve customer complaints faster, or monitor employee activity, our CRM helps you do it all with ease.

It’s fast, user-friendly, mobile-friendly, and perfect for growing organizations.

What Makes RVM CRM Software the Right Choice for Your Business?

Our CRM is designed with a human-first approach — simple to use, easy to learn, and powerful enough to handle all your business needs.

Key Advantages:

Streamlines your entire workflow
Improves sales performance and productivity
Reduces manual workload and errors
Enhances customer satisfaction and service delivery
Offers real-time team tracking & reporting
Accessible anytime, anywhere — Web & Mobile App
100% secure cloud-based technology

Whether you are a small business, service provider, manufacturer, trading company, or a growing enterprise, RVM CRM adapts to your unique needs.

Sales Module – Grow Your Sales Faster & Smarter

A powerful sales team needs the right tools. The RVM CRM Sales Module gives your team complete control over leads, follow-ups, quotations, and orders — ensuring you never miss a single business opportunity.

🔹 Contact Management

Keep all customer information in one centralized and well-organized database. Access complete customer history, previous interactions, documents, and communication records instantly. This helps your team provide faster support, personalized service, and smooth customer handling without missing any important details.

Centralized customer database with complete history
Store multiple phone numbers, emails, and addresses
View complete interaction and activity timeline
Upload documents, contracts, and records
Advanced search and filters for quick access
Role-based access for data security

🔹 Lead Management System

Capture leads from multiple sources and manage them through a structured pipeline. Assign leads to your team, update progress, add follow-up notes, and get automated reminders. This system ensures your team never misses a follow-up and helps you convert more inquiries into successful business.

Capture leads from website, calls, IndiaMart & referrals
Auto-assign leads to sales team
Lead status tracking with pipeline view
Follow-up reminders and notifications
Add notes and communication logs
Lead conversion analytics

🔹 Order Management

Create, manage, and track customer orders from confirmation to delivery. Update order stages, assign responsibilities, and maintain clear order history for future reference. This helps your team streamline processes, avoid delays, and offer a smooth experience to every customer.

Create and manage customer orders easily
Track order status in real time
Assign orders to departments or staff
View complete order history
Generate order summaries and reports
Reduce order processing delays

🔹 Quotation Management

Generate professional quotations quickly using clean, customizable templates. Send quotations directly to customers, track approval status, and convert accepted quotations into orders with a single click. This improves communication, reduces manual work, and speeds up the sales cycle efficiently.

Ready-to-use quotation templates
Custom pricing and discount setup
Instant email or WhatsApp sharing
Quotation approval tracking
Convert quotation to order in one click
Maintain quotation history

🔹 Expense Tracking

Plan your daily tasks, set important reminders, schedule customer visits, and manage follow-ups effectively. The planner ensures your team stays organized, improves productivity, and never misses important activities or customer commitments.

Record travel, field, and food expenses
Attach bills and receipts
Expense approval system
Generate expense reports
Control overspending
Real-time expense tracking

🔹 Diary & Planner

Task scheduling
Meeting and visit reminders
Daily activity planner
Calendar view for better planning
Team-level scheduling
Performance overview

Service Module – Deliver Fast, Reliable & Professional Support

Your service quality decides whether your customers stay or switch.
With RVM CRM, your service department becomes faster, organized, and highly efficient.

🔹 Complaint Management System

Log customer complaints easily, assign them to the right technician, and track resolution progress in real time. The system ensures quick responses, reduces delays, and helps your team deliver fast, reliable, and professional service to every customer.

Register customer service tickets
Auto-assign complaints
Track real-time status
Engineer response tracking
Resolution monitoring
Service history access

🔹 AMC Management

Manage your AMC customers with complete clarity—track renewal dates, service schedules, and contract details all in one place. Receive automatic reminders for upcoming renewals and due services to ensure no AMC opportunity is missed.

AMC contract records
Renewal & expiry alerts
Service scheduling
Customer AMC history
Invoice and record tracking
Performance reports

🔹 Installation Management

Assign installation tasks to your team, track job updates, and monitor engineer visits and completion status. Store installation photos, notes, and customer signatures for accurate documentation. This ensures smooth, error-free installations and better customer satisfaction.

Job assignment to field staff
Installation progress status
Engineer visit tracking
Image and report uploads
Completion confirmation
Detailed installation records

Mobile App CRM – Work Anytime, Anywhere

Your team is always on the move — and so is your business. That’s why our CRM is built to move with you.
With the RVM CRM Mobile App, you can manage your entire business directly from your smartphone, without depending on office systems or manual updates.

Stay connected with your team, customers, and operations in real time, whether you are in the field, at home, or traveling.

Mobile Application Features:

• Mark attendance with GPS-based location tracking
• Real-time check-in and check-out with accuracy
• Add and update leads instantly from anywhere
• Upload images, documents, and work notes
• Track daily field visits and customer meetings
• Access reports, dashboards, and performance updates
• Receive instant alerts, reminders, and notifications

No matter where you are — your business is always connected, organized, and under control.

Employee Tracking – Monitor Team Movement Live

Managing a field team becomes easy when you have full visibility into their daily activities.
Employee tracking is essential for ensuring accountability, improving productivity, and reducing time misuse.

With RVM CRM’s advanced GPS tracking system, you can monitor your team’s real-time location, daily movements, and work progress from a single dashboard. You will always know where your employees are, how long they stayed at customer locations, and what tasks they are performing at any given moment.

Get complete transparency across your operations and manage your workforce with confidence, accuracy, and control.

Tracking Features:

• Live location monitoring with map view – View your team’s real-time location on a digital map for better supervision and planning.

• GPS-based attendance system – Employees can mark accurate attendance with location verification to prevent fake entries.

• Route tracking with visit logs – Track daily travel routes and customer visits with complete movement history.

• Meeting start and end time tracking – Record the exact time spent at each customer location for performance analysis.

• Task and activity status updates – Monitor work progress with live updates on assigned tasks and completed activities.

Improve workforce discipline, eliminate fake reporting, and increase overall team efficiency with smart employee tracking.

Get A Quote

Not sure if it’s right for you? Try our free demo now! Experience the power of RV CRM firsthand with our sales CRM, service CRM, and mobile CRM features.

Your All-in-One CRM Solution for Scalable Business Success

Get started with RVM CRM Software in just 3 easy steps and experience smarter customer management and higher productivity.

🔹 Step 1: Book Your Free Demo

Fill out a quick form to connect with our experts. We’ll understand your business processes, challenges, and CRM requirements.

🔹 Step 2: Customized CRM Strategy

Our team will design a tailor-made CRM workflow aligned with your sales, marketing, and operations—ensuring seamless implementation and maximum efficiency.

🔹 Step 3: Drive Consistent Growth

Streamline customer interactions, improve team performance, and gain actionable insights. With RVM CRM, you’ll see measurable improvements in efficiency, conversions, and growth over time.

Book Free Demo Now!

Book Your Free Demo Today & Transform The Way You Manage Your Business

RV CRM - Mobile Application

Take control of your business from anywhere, anytime with our powerful mobile app. Track employee attendance, manage leaves, and ensure compliance with attendance policies for a productive workforce. Stay connected with your team, access critical data, and manage operations on the go.
Our mobile CRM ensures you’re always in control, no matter where you are.

Real-Time Analytics & Reporting

Make informed decisions with real-time analytics and customizable reports. Gain insights into your business performance, customer behavior, and more. With RV CRM’s advanced reporting tools, you can track key metrics and drive growth through data-driven strategies.

Industries We Serve

RV CRM caters to a wide range of industries, providing tailored solutions to meet their unique needs:

Benefits of Using RV CRM

Increased Efficiency: Automate routine tasks such as data entry and report generation, allowing you to focus on strategic activities that drive business growth.
Improved Customer Satisfaction: Centralize all customer data for easy access, enabling your team to provide personalized service, resolve issues quickly, and build stronger relationships.
Enhanced Sales Performance: Track every stage of the sales funnel from lead generation to closing deals, and identify areas for improvement to boost sales.
Better Decision Making: Leverage real-time analytics and reporting for actionable insights, helping you make informed decisions that align with your business goals.
Scalability: As your business grows, RV CRM scales with you, offering flexible solutions that adapt to your changing needs.

Seamless Integrations

RV CRM integrates with popular tools like email marketing platforms, accounting software, and more, ensuring a smooth workflow across your business operations.RV CRM integrates with popular tools like email marketing platforms, accounting software, and more, ensuring a smooth workflow across your business operations.RV CRM integrates with popular tools like email marketing platforms, accounting software, and more, ensuring a smooth workflow across your business operations.

Expert Support & Training

Our team provides comprehensive training and 24/7 support to ensure you get the most out of RV CRM. Whether you’re new to CRM software or looking to optimize your usage, we’re here to help you every step of the way.

Security & Data Protection (Cloud-Based Accessibility)

Your data is safe with our cloud-based system, which offers robust security measures and regular backups. With RV CRM, you can access your data securely from anywhere, ensuring peace of mind and uninterrupted operations.Your data is safe with our cloud-based system, which offers robust security measures and regular backups. With RV CRM, you can access your data securely from anywhere, ensuring peace of mind and uninterrupted operations.

24/7 Customer Support

We’re here to help whenever you need us. Our dedicated support team is available 24/7 to assist you with any questions or issues.

Not sure if it’s right for you? Try our free demo now! Experience the power of RV CRM firsthand with our sales CRM, service CRM, and mobile CRM features.

Get Started Today

Take the first step towards transforming your business with RV CRM. Sign up today and unlock the full potential of your customer relationships.

Frequently Asked Questions (FAQ's)

What is RV CRM Software and how can it benefit my business?

RV CRM Software is likely a comprehensive Customer Relationship Management (CRM) solution powered by RV Softech, designed to streamline business operations, enhance customer satisfaction, and drive growth. It seems to offer robust modules for sales, service, and marketing, along with a mobile application for on-the-go management, potentially increasing efficiency, improving customer relationships, boosting sales performance, enabling better decision-making through real-time analytics, and offering scalability to meet growing business needs. These benefits align with common CRM advantages, such as higher customer retention and shorter sales cycles, as noted in CRM literature.

What features does the Sales Module offer?

The Sales Module of RV CRM includes features such as Lead Management for capturing and nurturing leads, Contact Management for organizing customer interactions, Order Management for tracking sales orders, Quotation Management for creating professional quotes, Expense Management for monitoring business expenses, Target & Projection for setting and tracking sales targets, Planner for scheduling tasks, Diary for maintaining activity logs, and Employee Tracking & Management for monitoring team performance. These tools are designed to streamline sales processes, enhance productivity, and ensure accountability, addressing common sales team needs identified in CRM FAQs.

What features does the Service Module offer?

The Service Module provides Complaint Management for efficient handling of customer complaints, AMC (Annual Maintenance Contract) Management for managing maintenance contracts, Preventive Maintenance for scheduling tasks to avoid downtime, and Installation Management for overseeing installation processes to ensure timely completion. These features aim to improve customer service response times, enhance satisfaction, and reduce operational disruptions, aligning with the business benefits of CRM systems as highlighted in industry resources.

Is RV CRM accessible on mobile devices, and what can I do with the mobile app?

Yes, RV CRM offers a powerful mobile application that allows users to access the system from anywhere, anytime, ensuring seamless business management. With the app, users can manage leads, update customer data, track orders, view reports, and stay connected with their team, addressing the need for remote access, which is a common concern for businesses with remote or home-based workers, as noted in CRM FAQs.

How does RV CRM ensure data security and privacy?

RV CRM is a cloud-based system that seems to offer robust security measures, including regular backups and industry-standard protocols to protect data. It ensures secure access from anywhere while maintaining confidentiality and safeguarding against unauthorized access or breaches, which is crucial given the emphasis on data security in CRM implementations, as discussed in resources like the U.S. Chamber of Commerce’s CRM guides.

What industries does RV CRM serve, and are there industry-specific features?

RV CRM serves a wide range of industries, including Healthcare & Fitness, Logistics & Transportation, Education & Learning, Hospitality and Travel, E-commerce & Retail, Government & Public Sector, Automotive & Manufacturing, Finance and Banking, Real Estate & Construction, and On-Demand Solutions. While the core features are designed to be versatile, the system can likely be tailored to meet the specific needs of each industry, ensuring relevant tools for operations, which aligns with the versatility noted in CRM software comparisons.

What kind of support and training does RV CRM provide to its users?

RV CRM offers comprehensive training and 24/7 customer support to ensure users can fully utilize the software. Training programs are available for onboarding and optimization, while the support team is always available to address any questions or issues. Additionally, a free demo is provided for potential users to explore the system before committing, addressing common user concerns about implementation and support, as seen in CRM FAQs.