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TRL09 · Customer Intelligence

AI-Powered
Customer CRM

Presear CRM helps enterprises build stronger customer connections — with AI-driven lead scoring, visual pipeline management, omnichannel engagement, and predictive revenue analytics in one unified platform.

Faster Lead Conversion
45%
Increase in Sales Revenue
90%
Customer Retention Rate
LEADS PIPELINE CLOSED AI: 94%

CRM Capabilities

Every Customer Touchpoint. One Intelligent View.

From first contact to loyal advocate — Presear CRM gives your sales, marketing, and support teams a unified customer intelligence layer.

AI Lead Scoring

ML models score every lead based on behavioral signals, firmographic data, and historical conversion patterns — so your sales team focuses on the 20% of leads that drive 80% of revenue.

ML ScoringBehavioral SignalsPriority Queuing

Visual Sales Pipeline

Drag-and-drop Kanban pipeline with deal probability forecasting, stage-wise velocity tracking, and automated follow-up reminders — giving sales managers accurate pipeline health at a glance.

Kanban BoardDeal ForecastingVelocity Metrics

Omnichannel Engagement

Unified inbox for email, WhatsApp, SMS, phone, and web chat — with full conversation history, AI-suggested responses, and automated nurture sequences that keep leads warm without manual effort.

WhatsAppEmail SequencesAI Responses

Contact & Account Intelligence

360-degree contact profiles with interaction timeline, relationship mapping, social enrichment, and account hierarchy visualization — ensuring every rep walks into a meeting fully informed.

360° ProfilesData EnrichmentRelationship Map

Marketing Automation

Segment audiences, run multi-step email campaigns, trigger actions based on behavior, and track ROI per campaign — with A/B testing and conversion attribution built in from the start.

SegmentationA/B TestingAttribution

Revenue Analytics

Predictive revenue forecasting, sales team performance dashboards, churn risk scoring, and customer lifetime value modeling — giving leadership the data to make confident go-to-market decisions.

Revenue ForecastChurn ScoringCLV Modeling

Customer Stories

CRM Wins That Changed the Game

Real revenue outcomes from enterprises that replaced disconnected sales tools with Presear CRM.

B2B Sales Pipeline Acceleration

Technology

A software company replaced spreadsheet-based tracking with Presear CRM — cutting average deal cycle from 42 to 18 days using AI lead scoring and automated follow-up sequences that ensured no lead went cold.

Lead ScoringPipeline Automation

Retail Customer Retention

Retail

A retail chain used Presear CRM to identify at-risk customers through churn scoring, trigger personalized win-back campaigns via WhatsApp, and increase repeat purchase rate by 38% in 6 months.

Churn ScoringWhatsApp Campaigns

Real Estate Lead Management

Real Estate

A real estate developer centralized leads from portals, social media, and referrals into Presear CRM — achieving 100% lead response within 5 minutes and tripling site visit conversion rates through automated nurturing.

Multi-source LeadsAuto-assignment

Financial Services Client 360

Finance

An insurance distributor built a complete client relationship view in Presear CRM — tracking policies, renewals, cross-sell opportunities, and service requests — increasing cross-sell revenue by 52% in year one.

360° Client ViewRenewal Alerts

Common Questions About Presear CRM

Everything you need to know before switching your sales stack.

Talk to a CRM Specialist
How is Presear CRM different from Salesforce or HubSpot?
Presear CRM is purpose-built for Indian enterprises — with native GST-linked invoicing, WhatsApp Business API integration, India-based data hosting, INR pricing, and implementation support that understands local business processes. It also integrates natively with Presear ERP and HRMS.
Can Presear CRM integrate with our existing ERP or accounting software?
Yes. Presear CRM integrates natively with Presear ERP, and provides API connectors for Tally, SAP, Zoho Books, QuickBooks, and most Indian banking systems. Custom integrations are available for any system with an API.
How long does implementation take?
Most CRM deployments go live in 3–6 weeks — including data migration from your existing system, pipeline configuration, user training, and integration setup. Complex enterprise deployments with multi-team workflows may take 8–10 weeks.
Is there a mobile app?
Yes. Presear CRM has native iOS and Android apps with offline capability — allowing field sales teams to log calls, update deal stages, access contact history, and capture meeting notes without requiring an internet connection.
How does AI lead scoring work?
The AI model is trained on your historical conversion data — analyzing patterns across lead source, engagement behavior, firmographic attributes, and deal timeline. Scores update in real time as contacts interact. Typically achieves 85%+ accuracy within 90 days of go-live.
Presear CRM

Turn Every Customer Interaction
into a Revenue Opportunity

Stop losing deals to slow follow-ups and scattered data. Presear CRM gives your team the intelligence to close faster and retain longer.