Product Platform Feature

Multi-Channel CRM Database

Stop using messy diaries and spreadsheets. EPromo CRM logs call details, syncs WhatsApp chats, maps GMB reviews, and groups leads by status automatically.

The Problem

Manual work hurts sales scaling

Customer details are scattered across paper diaries, WhatsApp chat histories, phone logs, and Excel files, causing double follow-ups or forgotten deals.

EPromo Solution

Automated operations with EPromo

EPromo centralizes all customer information, notes, transaction totals, and conversation logs into a clean, chronological timeline.

Core Capabilities

What you can achieve with EPromo CRM platform updates.

Contact List Import

Sync your phone contacts or import external Excel spreadsheets in one tap.

Chronological Interaction History

View every phone call timing, sent WhatsApp template, and custom note in a single unified timeline.

Customer Status Categorization

Tag contacts as Prospect, Active Client, Dealer, or VIP to run targeted campaigns.

How It Works

01

Import client contacts via Excel or sync phonebook.

02

Assign tags (e.g. Retailer, VIP Customer) to build groups.

03

Log notes during or after interactions directly on the mobile app.

04

View complete transaction/note histories before calling them back.

Business Benefits

Measurable success indicators reported by MSME partners.

100% Centralized

No more lost notebooks or deleted contact numbers.

3x Better Prep

Know exactly what the customer discussed last time before dialling.

Unlimited Groups

Segment your database freely to send customized updates.

Frequently Asked Questions

Got questions about this feature? Find quick responses here.

Can I import my existing contacts from Excel?

Yes. EPromo allows you to upload standard CSV or Excel files in your web dashboard to import all your leads instantly.

Is my customer data secure?

Absolutely. EPromo uses isolated database schemas with 256-bit encryption. Your customer records are visible only to you and your authorized staff.

Ready to Upgrade Your Operations?

Start logging leads and sending WhatsApp updates in seconds. No setups fees, free tier active, cancel anytime.