DataNote CRM

DataNote CRM is a web-based customer relationship management platform. The flexible suite of applications includes tools to manage sales automation, field service, customer support and channel management. With DataNote CRM, companies can maintain a customer database, track opportunities in the pipeline, monitor to-do items, store documents, and send appointments to Google Calendar. The system also interfaces with Google Drive for document storage. Users have the ability to view customer data by segment through this cloud-based system. A full API tool set is available for market automation and survey capture. DataNote CRM is recommended to small companies in several industries, including pharmaceuticals, software, retail, consulting, and manufacturing; it is designed to be accessed easily for reps on the road. DataNote CRM is accessible from Internet-connected devices such as iPads, Windows tablets, smartphones, Macs, and PCs.


  • Sales Team
  • Sales Forcast – Target Setting
  • Companies
  • Contact
  • Campaign
  • Sales Lead
  • Opportunity
  • Followup Management
  • Proposal / Quotation
  • Order Booking
  • Proforma Invoice
  • Task Management
  • Google Calendar
  • Google Drive
  • Notifications


  • Designed for sales teams and business owners to keep everyone motiviated and informed. Custom built “widgets” to show a variety of sales, performance and operational data.
  • Say goodbye to sending static PDF quotes and say hello to online quoting. Send customers a link in an email or SMS to a stunning looking quote.
  • DataNote CRM is packed with features, but every business is different. That’s why DataNote CRM is easy to customise, easy to extend, and easy to automate to suit your precise needs. You can use it right out of the box, or engage our business consulting team to help you implement a system that drives your business forward.
  • Access anytime, anywhere CRM system with web browser and Mobile/Tablet access
  • Increasing the productivity with better managed contacts, accounts, opportunities, leads, issues and interactions
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