Our Process

Step-by-Step Workflow

Simplified, Streamlined, and Intelligent Transition from Prospect to Client. Tranquil CRM ONE automates your entire sales journey to improve productivity and achieve a seamless customer experience. It adapts to your workflow and grows with you, serving industries like real estate, finance, healthcare, and beyond.

1Lead Capture & Centralization

  • Automatically collect leads from websites, landing pages, portals, virtual calls, and social media.
  • All inquiries are stored in a centralized dashboard with complete contact history.
Lead capture form on a computer screen

2Auto Lead Assignment

  • Assign new leads instantly based on location, availability, or performance of sales reps.
  • No manual routing, no delays—just faster response times.
Team members collaborating around a workflow diagram

3Smart Communication

  • Call, SMS, email or WhatsApp leads directly from the CRM.
  • Use pre-set templates or create personalized messages.
  • Each interaction is tracked for transparency and follow-up.
Person on a headset communicating with clients

4Activity Scheduling & Reminders

  • Schedule site visits, meetings, and follow-ups with ease.
  • Automated reminders via SMS and email for both sales reps and clients.
  • Never miss a touchpoint again.
Digital calendar with scheduled appointments

5Pipeline & Quotation Management

  • Track every deal through a visual sales funnel.
  • Generate and send quotations, price breakups, and brochures instantly.
  • Manage availability in real-time for inventory-based businesses.
Sales pipeline and quotation on a dashboard

6Real-Time Dashboards & Reports

  • Monitor team performance, lead conversion, and campaign ROI.
  • Export reports for management reviews or compliance audits.
Analytics dashboard with charts and graphs

Mobile CRM Access

  • Field teams can update lead status, schedule visits and communicate on-the-go.
  • Managers can track real-time employee activity and customer engagement.
  • Available on Android with iOS coming soon.

Secure, Scalable & Customized

  • Role-based access control and encrypted data handling.
  • Scalable from small teams to enterprise-level operations.
  • Custom workflows, modules, and integrations available on request.

Ready to See It in Action?

Let Tranquil CRM ONE streamline your sales process and fuel explosive growth.

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