CRM Executive

• Maintain strong relationships with existing customers and act as the primary point of contact.
• Handle customer inquiries, complaints, and service issues professionally..
• Update and maintain customer information in the CRM software (Zoho/Salesforce/HubSpot/Tally-based CRM).
• Track leads, enquiries, quotations, orders, and follow-up status.
• Generate CRM reports, dashboards, and customer activity summaries.
• Coordinate with the sales team, service team, and operations for smooth order processing.
• Assist in preparing quotations, proposals, sales orders, and contracts.
• Follow up on pending quotations, approvals, deliveries, or service schedules.
• Manage customer calls, emails, WhatsApp communication, and follow-ups.
• Share product details, pricing, delivery timelines, and updates.
• Ensure timely feedback collection and maintain customer satisfaction levels.
• Maintain customer documents, agreements, and communication records.
• Prepare daily/weekly/monthly CRM reports for management.
• Follow up for purchase orders, advance payments, and pending dues.
• Coordinate with accounts for invoice sharing, receipts, and credit notes.
• 4+ years in CRM, sales coordination, customer service, or client handling.
• Proficiency in CRM tools (Zoho CRM, HubSpot, Salesforce, etc.).
• Strong MS Excel skills for tracking & reporting.
• Knowledge of email management and documentation.
• Excellent communication (written & verbal).

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹32,000.00 per month

Application Question(s):

• Salary is 30k take home interested can apply: yes
• Generate CRM reports, dashboards, and customer activity summaries : YES
• Proficiency in CRM tools : yes
• Manage customer/ client calls, emails, WhatsApp communication, and follow-ups: YES
• Track leads, enquiries, quotations, orders, and follow-up status : YES
• Excellent English communication must: YES

Experience:

• CRM executice/ customer service: 4 years (Preferred)

Work Location: In person