Key Features

Everything You Need in One Powerful CRM Platform

Empower your team with automation, insights, and control.

Role-Based Number Masking

Hide personal phone numbers while allowing communication. Ensure privacy across business calls and stakeholder interactions.

Role-Based Access Control

Define user roles and tailor feature access based on needs. Enable secure and customized platform usage.

Contact Management

Easily store, categorize, and access customer details using a secure database with hashed sensitive data.

Lead Management & Tracking

Identify and prioritize leads based on demographic insights. Focus on high-conversion opportunities.

Sales Force Automation

Streamline sales with AI-powered tools, automate tasks, and focus on closing deals faster.

Workflow & Approvals

Automated lead pipelines and approval flows ensure quick decisions and organized processes.

Marketing Automation

Run targeted campaigns, segment audiences, and personalize communication with ease.

Sales Analytics & Forecasting

Track sales performance, generate insights, and predict future trends for better decision-making.

Cloud or On-Premise Deployment

Choose between secure on-premise hosting or flexible cloud solutions depending on your business needs.

Integration with PRI / Cloud Calling

Seamlessly connect your phone systems to CUSTO CRM. Log interactions and automate responses.

Admin & Master Control

Manage users, roles, services, reports, pricing, and dashboards from one unified interface.

How It Works

Streamlining Customer Relationship Management in 3 Smart Steps

From capturing leads to closing deals and analyzing performance, CUSTO CRM simplifies every phase of the customer journey.

Step 1: Contact & Lead Management

Securely store customer details, organize contacts efficiently, and track leads for smarter engagement and prioritization.

  • Store customer details securely
  • Track leads and prioritize interactions
Step 2: Sales Automation & Opportunity Tracking

Automate repetitive tasks, monitor deal stages, and ensure no opportunity slips through with real-time engagement tracking.

  • Automate follow-ups and notifications
  • Monitor deal progress & engagement levels
Step 3: Workflow Optimization & Data Insights

Leverage intelligent analytics to refine your process, enhance collaboration, and scale sales & marketing strategies seamlessly.

  • Leverage analytics for informed decisions
  • Scale efforts effortlessly