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Hermis CRM – Streamlined Sales Management & Insights

Hermis CRM is a robust, centralized Customer Relationship Management platform built to empower organizations with end-to-end visibility and control over their sales processes. Designed with both flexibility and scalability in mind, Hermis CRM captures, manages, and streamlines sales operations across the business—making it ideal for startups, growing businesses, and large enterprises alike.
It offers a unified workspace to track leads, monitor sales activities, manage pipelines, generate insightful reports, and implement a comprehensive Sales Booking Plan—all aimed at driving strategic decisions and sustainable growth.
Key Functionalities
  • Lead & Customer Data Management

Capture, store, and update customer and prospect information in real-time. Segment leads by geography, source, or sales stage for more personalized engagement. Track complete customer history for deeper insights and follow-ups.

  • Sales Activity Tracking

Log every interaction including calls, meetings, emails and tasks. Assign tasks or follow-ups with due dates. Auto-notifications ensure no opportunity is missed. Activities can be filtered by rep, region, or client.

  • Custom Reports 

Create customized to analyze sales KPIs, team performance, lead conversion, and pipeline velocity. Visualize metrics using graphs, heatmaps, and comparison charts to make data-driven decisions.

  • Opportunities Pipeline Management

Move deals across customized sales stages—track progress, identify stalled deals, set reminders, and collaborate with team members. Helps improve forecasting accuracy and win rates.

  • Sales Booking Plan

Track monthly and yearly sales bookings by region, client, or product category. Compare planned vs. actual bookings. This module supports revenue forecasting, resource allocation, and executive decision-making.

  • Integrated Communication Tools

Initiate calls, send emails directly from CRM.  Track communication history under each contact for better coordination.

  • Task & Event Management

Create tasks and calendar events with reminders, assign them to team members, and sync with external calendars. Keeps your team aligned on deadlines and follow-ups.

  • Audit & Activity Logs

Maintain a complete audit trail of all modifications and interactions made in the system. Helps in compliance monitoring and operational transparency.

Why Hermis CRM?
  • Centralized System for Sales Data and Insights

Access all your sales information—from leads and activities to bookings and performance metrics—in one unified platform.

  • Improves Collaboration Between Sales Teams and Management

Shared access to data, tasks, and reports fosters better communication and transparency across departments.

  • Enables Better Forecasting and Sales Planning

Use real-time data, trends, and booking plans to project revenue accurately and allocate resources wisely.

  • Customizable to Match Unique Business Workflows

Tailor modules, fields, pipelines, and automations to reflect your organization’s specific needs and processes.

  • Supports Decision-Making with Actionable Reports

Generate dynamic reports  guide leadership on performance, risk, and growth opportunities.

  • Automation of Routine Sales Tasks

Reduce manual work by automating follow-ups, email notifications, deal stage transitions, and reminders.

  • Enhanced Task & Event Management

Plan and assign activities with deadlines, ensuring timely follow-ups and increased accountability.

  • Track Complete Customer Journey

Monitor the entire lifecycle from lead generation to closure and post-sales support, all in one place.

Hermis CRM helps your teams stay organized, respond faster, sell smarter, and scale your business more efficiently. Whether you’re managing hundreds of leads or overseeing complex enterprise pipelines, Hermis CRM is your all-in-one solution for predictable revenue and sales growth.

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