Job Description

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