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Marketing DreamCRM

Marketing processes are inter-dependent with various departmental activities. It is very important to have a well-defined flow with effective integration of these activities. Our feature rich marketing module helps you streamline your marketing activities and achieve revenue targets flawlessly.

Email Marketing

Allows users to send emails to contacts, leads, and targets in bulk or manually. Common features include built-in email templates, social media integration, subscriber list management, sign-up forms, success rate reports, AB testing, and auto-responders.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as Lead Generation, Inquiry Capture, Customer Inquiry, Lead Filtering, Lead grabbing, Lead distribution, and Lead qualification using DreamCRM.

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Targeting the Right Segment

It is very important to reach out the right user audience. The contact classification features allows business managers the freedom to focus on a particular target audience classified on the basis of geography or business domain.

Connect via SMS/Whatsapp

Grab your customer’s attention within fraction of time using our integrated SMS/Whatsapp feature. Send automated bulk messages to your target audience on a regular time intervals.

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities.Easily generate reports that track everything from website revenues, sales force pipelines, conversion rates, and more.

Spend more time nurturing customers.
Automate everything else.

Data capture

Always work with the most up-to-date, complete picture of every contact, with automatic email, phone call, chat, and other record capture.

Deal Assignment

Accelerate deals by getting them to the right team member instantly, automatically, as soon as it’s created - via round-robin, deal-load, or other rules.

Email messaging

Nurture contacts with the right message at the right time, with event-based, or time-based drip campaigns and autoresponders email delivery.

Internal notifications

Get notified automatically whenever a contact or deal you follow is updated, or when certain conditions are met like high value deals reaching the closed state.


Never let another conversation or deal slip through the cracks, with automatic reminders to follow up with idle deals, and manual ones on anything you want to follow up on.

Quote Approvals

Accelerate quote approvals with an automated process. Dreamer Technologies detects when an approval is required, notifies the right approves for the scenario, and simplifies how they approve.


Eliminate the back and forths that come with scheduling meetings. Just share a link to your appointment page to let your contacts book the best time for them, on your calendar.

Record creation & updates

Save time by letting Dreamer Technologies automatically update contacts and deals whenever programmable by a rule.

Reporting & Insights

Dreamer Technologies can automatically build and deliver scheduled pre-built insights or custom reports to employees and managers via email.

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Starting from the understanding your business needs till the implementation of Sugar, we are with you. We are a multi-discipline design studio with an extensive network of the finest talent, allowing us to build the perfect team to respond to your brief.

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