Marg CRM9
Marg ERP 9+
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CRM9 is a customer relationship management platform designed for small to mid-sized businesses. Built on a modern web-based architecture with cloud-first deployment, it supports multi-user access across desktop and mobile devices. Core areas include Contact & Company records, Lead and Opportunity tracking, Sales and Marketing campaign management, Service ticketing, and Project oversight. The system integrates with email services (e.g. Gmail, Outlook), calendar systems, and offers RESTful APIs for third-party connectivity. Administrators have access to user-role management, permission controls, data validation rules, and customizable workflows and field definitions. The software also offers modular extensions—such as AI-driven email summarization, task creation, and sentiment analysis—as add-ons depending on licensing tiers. Data storage is securely hosted on compliant cloud infrastructure, with daily backups, SSL encryption, and role-based access control. A permissions audit log tracks changes and accesses, ensuring governance and compliance. For deployment, CRM9 provides multi-tenant and on-premise models, with optional mobile apps on Android and iOS. Typical licensing is per-user/month with free trials and tiered plans, making CRM9 scalable and cost-effective for businesses scaling from 10 to 1000+ users.
Pricing of Marg ERP-Pharmaceutical Industry Software
Pricing plans
Introduce pricing plans
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Basic Plan
USD 139.93 /Year
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Up to 10 Users
- All Features
Pro Plan
USD 233.22 /Year
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Up to 20 Users
- All Features
Enterprise Plan
USD 524.74 /Year
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Unlimited Users
- All Features
Basic Plan - Onetime Payment
USD 408.00 /Lifetime
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Up to 20 Users
- All Features
Pro Plan - Onetime Payment
USD 641.35 /Lifetime
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Up to 50 Users
- All Features
Enterprise Plan - Onetime Payment
USD 1,457.62 /Lifetime
USD0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Unlimited Users
- All Features
Key Specification
| Other Categories: | |
|---|---|
| Deployment: | Cloud Hosted,Hybrid,Any |
| Customer Support: | Phone,Email,Live Chat |
| Customization: | No |
| Languages Support: | English |
Who uses CRM9
Company Details
- Company Name: CRM9
- Headquarter: India
CRM9 Description
CRM9 empowers businesses to centralize customer interactions and streamline operations through an intuitive, customizable platform. Upon logging in, users encounter a dashboard summarizing key activities—upcoming tasks, open deals, support tickets, and campaign performance. The Contacts & Companies module captures details like contact info, communication logs, social links, and organizational structure, giving marketers and sales teams a 360° customer view. The Leads & Opportunities pipeline enables tracking from new leads through negotiated proposals to closed-won or -lost, with configurable stages, automated reminders, and rich reporting.
Marketing teams can create email campaigns with built-in templates, schedule send-outs, visualize open/click/response metrics, and segment lists by tags, fields, or engagement score. CRM9 also includes intelligent tools like AI-based email summarization, tone detection, and signature extraction—seamlessly adding new contacts or tasks based on email analysis.
For customer service, the Case Management module tracks support tickets from submission to resolution, with SLA tracking, priority levels, case assignment, knowledge base linking, and activity timeline for full audit trails. Automated escalation rules ensure tickets don’t languish.
Built-in project management allows creating deliverables, tasks, milestones, and resource assignments, integrating directly with sales and support workflows. Real-time notifications—via email, in-app alerts, and push notifications—keep teams informed of updates or deadlines.
Under the hood, administrators benefit from accessible settings for custom fields, forms, workflows, validation logic, user roles, and permissions. REST APIs support integration with ERP, accounting, and e-commerce systems. Data is secured with SSL, daily backups, activity logging, and role-based encryption. A mobile-responsive web interface—plus dedicated apps—ensures on-the-go productivity, with offline-syncing capabilities.
Overall, CRM9 combines a flexible, secure architecture with AI enhancements and a user-centric design. It supports the entire customer lifecycle—from lead generation to ongoing service and project delivery—making it an all-in-one CRM choice for growing businesses.
Key Features & Specifications
- Project Management
- Lead Management
- Task Management
- Social Media Integration
- Contract (SLA Management)
- Automated Routing
- Live Chat
- Call Me Option
- Report Generation
- Campaign Management
- CRM
- Multivariate Testing
- Fixed Asset Management
- Agent Scheduling
- Known Issue Management
- Live Chat
- Dashboard
- Technology Tracking
- List Management
- Reporting
- CRM & Sales Dashboards
- CRM Analytics
- CRM integration
- Time Management
- Client Management
- Calendar Management
- To-Do List
CRM9 Video
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Frequently asked questions
Everything you need to know about discovering, comparing, and choosing the right AI software for your business.
CRM9 has 6 plans,
- Basic Plan USD 139.93 Year
- Pro Plan USD 233.22 Year
- Enterprise Plan USD 524.74 Year
- Basic Plan - Onetime Payment USD 408.00 Lifetime
- Pro Plan - Onetime Payment USD 641.35 Lifetime
- Enterprise Plan - Onetime Payment USD 1457.62 Lifetime
CRM9 is the AI CRM Software used for the below functionalities.
Top 5 CRM9 features
- Project Management
- Lead Management
- Task Management
- Social Media Integration
- Contract (SLA Management)
CRM9 provides Phone,Email,Live Chat support.
CRM9 is not allowing Free Trial.
CRM9 provides Help Guides,Video Guides,Blogs,Webinars,Case Studies,Whitepapers for the software training.
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