CRM Solutions Built for Your Industry
Tailored tools to enhance efficiency, improve customer relationships, and drive business
growth.
A professional montage highlighting different industries: a teacher in a classroom, a real
estate agent showing properties, a financial advisor reviewing reports, and a travel agent
organizing trips.
Introduction
Empowering Every Business with Industry-Specific Solutions
OrgGen CRM adapts to your industry’s unique needs, offering features that simplify
operations, strengthen customer relationships, and help your business grow. From
automating processes to delivering data-driven insights, OrgGen CRM is your partner in
success.
Industries We Transform
Pharmaceutical
Simplifying Pharmaceutical Operations with OrgGen CRM
Features
- Inventory Management :
Track pharmaceutical supplies and distribution in real-time.
- Doctor and Clinic Communication :
Simplify outreach with automated tools for
scheduling and updates.
- Compliance Tracking :
Ensure adherence to regulatory standards with robust tracking and
reporting.
Key Benefits
- Improve efficiency with automated workflows.
- Reduce errors in inventory and compliance management.
- Build stronger relationships with healthcare providers.
Use Case
A pharmaceutical company used OrgGen CRM to automate inventory management, reducing
stockouts by 30% and ensuring timely delivery to clinics.
Clients
Rusan Pharma
Real Estate
Close More Deals with Real Estate CRM
Features
- Property and Inventory Management:
Keep track of properties, units, and availability
with ease.
- Lead Automation:
Capture and distribute leads automatically, ensuring no opportunity is
missed.
- Site Visit Scheduling:
Streamline client visits with automated scheduling and feedback
collection.
Key Benefits
- Faster lead conversions with automated follow-ups.
- Simplified inventory tracking for seamless operations.
- Better client satisfaction through timely updates.
Use Case
A real estate agency reduced their lead response time by 50% and increased sales
conversions by using OrgGen CRM’s automated follow-up tools.
Clients
Century Realty, Flats at Mumbai, Pramod Sathe Group, Jari Mari Group
Finance
Transforming Financial Services with Smart CRM Tools
Features
- Loan File Tracking:
Track and manage client file cases with ease.
- Customer Insights:
Gain detailed insights into customer preferences and financial goals.
Key Benefits
- Strengthen client relationships with personalized communication.
- Stay ahead of regulatory requirements with built-in tools.
- Save time with automated workflows for repetitive tasks.
Use Case
A wealth management firm improved client retention by 40% using OrgGen CRM’s
personalized portfolio tracking and reporting.
Clients
BH Capital, Get Eazzy Loans,
Insurance
Secure Success with Insurance CRM
Features
- Policy Management:
Automate tracking of policy renewals and updates.
- Claims Management:
Simplify claim resolution with clear workflows and automated
reminders.
- Customer Communication :
Personalize client interactions with data-driven insights.
Key Benefits
- Build trust with efficient claims management.
- Increase client retention with proactive communication.
- Reduce manual errors with automated policy tracking.
Use Case
An insurance agency used OrgGen CRM to automate claim reminders, reducing delays in
claim processing by 35%..
Clients
Wisdom Connect, Life Deal, Ocean Enterprise
Travel
Enhancing Travel Experiences with CRM Solutions
Features
- Itinerary Management:
Automate travel bookings and personalized itineraries.
- Customer Feedback Tracking:
Collect and analyze feedback to improve service quality.
- Integration with Booking Platforms:
Sync with popular platforms for seamless
coordination.
Key Benefits
- Delight customers with personalized travel experiences.
- Improve efficiency with automated booking processes.
- Reduce errors with synchronized systems.
Use Case
A travel agency saw a 20% increase in repeat bookings by using OrgGen CRM to track and
manage customer preferences.
Clients
Splendor Holidays
Consultancy
Empowering Consultants with Smart CRM Tools
Features
- Client Portfolio Management:
Track and manage multiple client engagements.
- Data Analysis and Reporting:
Automate data-driven insights for strategic planning.
- Project Tracking:
Stay on top of deadlines and deliverables.
Key Benefits
- Focus on strategy while automating administrative tasks.
- Improve client satisfaction with personalized services.
- Enhance collaboration with shared dashboards.
Use Case
A consulting firm reduced project delays by 30% with OrgGen CRM’s project tracking tools.
Clients
Mehta Advisory, D G V C
Wealth Management
Delivering Excellence in Wealth Management with CRM
Features
- Portfolio Tracking:
Track pharmaceutical supplies and distribution in real-time.
- Goal Monitoring:
Simplify outreach with automated tools for
scheduling and updates.
- Personalized Recommendations:
Ensure adherence to regulatory standards with robust tracking and
reporting.
Key Benefits
- Enhance trust with transparent reporting.
- Save time with automated portfolio management.
- Build lasting client relationships with personalized advice.
Use Case
A wealth management advisor improved efficiency by 50% using OrgGen CRM to generate
customized investment reports.
Clients
Manufacturing
Streamline Manufacturing with Smart CRM
Features
- Inventory and Supply Chain Management:
Real-time tracking of resources.
- Production Scheduling:
Automate workflows for better efficiency.
- Data Analytics:
Gain insights to optimize operations.
Key Benefits
- Reduce downtime with better inventory visibility.
- Optimize production schedules with automated tools.
- Make informed decisions with real-time data.
Use Case
A manufacturing company reduced waste by 25% with CRM-enabled inventory tracking.
Clients
Aatmiya Manufacturing
Why Choose OrgGen CRM for Your Industry?
- Customizable Tools: Tailored solutions for unique industry needs.
- Seamless Integrations: Connect with platforms like WhatsApp and Google Calendar.
- Real-Time Insights: Make data-driven decisions with advanced analytics.
- Scalable Solutions: Designed to grow with your business.
- Dedicated Support: Expert guidance to maximize CRM benefits.
