Customer Relationship Manager (Crm)

TRUSTLYTICS CONSULTING; West Bengal; On-site; INR 56,000 - 78,000; Full time

Job summary

TRUSTLYTICS CONSULTING in Howrah, West Bengal, is hiring a CRM & Office Operations Executive to manage customer records, lead follow-ups, quotations, invoices, and payment tracking, while coordinating daily office tasks.

The role requires organized, responsible individuals with good English communication, computer literacy, and the ability to use CRM software; freshers with the right skills are welcome.

Qualifications

• Manage customer records, lead follow-ups, quotations, invoices, and payment tracking.
• Daily office coordination and CRM usage; strong English communication.
• Maintain CRM data accuracy and timely follow-ups.
• Generate and send quotations; track status from Draft → Sent → Viewed → Negotiation → Approved/Rejected.
• Prepare end-of-day reports including leads, calls, follow-ups, quotes, payments.

Responsibilities

• Ensure no active lead remains without a next follow-up date.

Skills

CRM Management

Data Entry

MS Office

English Communication

Lead Follow-up

Quotation Preparation

Invoice Generation

Payment Tracking

Education

Class 12 / Higher Secondary

Job description

CRM & Office Operations Executive

Salary: ₹5,000 – ₹7,000 per month
Working Hours: 10:00 AM – 6:30 PM
Working Days: Monday – Saturday
Weekly Off: Sunday
Minimum Qualification: Class 12 / Higher Secondary
Location: Howrah, West Bengal

Job Summary

We are looking for a CRM & Office Operations Executive to manage customer records, lead follow-ups, quotations, invoices, payment tracking, and daily office coordination. The ideal candidate should be organised, responsible, comfortable with computers and CRM software, and have good English communication skills.

Key Responsibilities1. CRM & Lead Management

• Enter every new lead accurately into the CRM.
• Update lead status and customer information regularly.
• Maintain an up-to-date customer/contact database.
• Schedule and record all follow-ups.
• Ensure that no active lead remains without a next follow-up date.
• Maintain records of won, lost, pending, and active leads.
• Add clear follow-up remarks and communication history in the CRM.

2. Quotation Management

• Prepare quotations using predefined templates.
• Add client details, services, pricing, GST, payment terms, and scope of work.
• Generate and send PDF quotations to clients.
• Track quotation status from Draft → Sent → Viewed → Negotiation → Approved/Rejected.
• Follow up regularly on pending quotations.

3. Invoice & Payment Management

• Generate invoices after project/order confirmation.
• Maintain proper invoice numbering and records.
• Track paid, unpaid, and overdue invoices.
• Send timely payment reminders to clients.
• Maintain accurate payment and collection records.

4. Client Follow-ups

• Conduct daily follow-ups through WhatsApp, phone calls, and email.
• Follow up on pending quotations and payments.
• Reconnect with old and inactive leads.
• Maintain proper records and remarks for every follow-up in the CRM.

5. Daily Reporting

Submit an end-of-day report covering:

• New leads received
• Calls made
• Follow-ups completed
• Quotations generated
• Quotations approved
• Payments collected
• Pending follow-ups
• Next day's follow-up list

Candidate Requirements

• Minimum qualification: Class 12 / Higher Secondary.
• Good English communication skills, both written and verbal.
• Proficiency in using computers and basic office applications.
• Ability to use or learn CRM software quickly.
• Good organisational and follow-up skills.
• Attention to detail and accuracy in maintaining records.
• Ability to communicate professionally with clients.
• Responsible, punctual, and consistent in completing daily tasks.
• Prior experience in CRM, office administration, sales coordination, customer support, or similar roles will be an advantage, but freshers with the right skills may also apply.

Key Skills

CRM Management | Customer Follow-up | WhatsApp Communication | Email Communication | MS Office | Quotation Preparation | Invoice Generation | Payment Tracking | Data Entry | Customer Database Management | English Communication | Office Administration

Employment Details

Job Type: Full-time
Salary: ₹5,000 – ₹7,000 per month
Work Schedule: Monday to Saturday, 10:00 AM – 6:30 PM
Sunday: Weekly Off

Pay: ₹5,000.00 - ₹7,000.00 per month

Work Location: In person