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CherryBerry CRM

At one glance

CherryBerry CRM Features and Modules

CherryBerry CRM is customer relationship management software that keeps your leads, contacts, deals and follow-ups in one system of record, so sales, marketing and support work from the same data. Built and supported by Tech Bridge Consultancy in Lahore, it comes with eleven features, grouped below by the job each one does.

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app.cherryberrycrm.com
CherryBerry CRM dashboard showing lead, contact and opportunity totals with pipeline charts

Lead and sales management

These three features take a prospect from first enquiry to a closed deal.

Leads Management

Leads Management captures leads from every source and brings them into one pipeline, where they can be qualified and routed to the right person. Each lead keeps the source it came from, so you can see which channels produce business worth having, not just the most enquiries.

Lead Grading

Lead Grading ranks every lead from very hot to very cold and records why it landed there. Your team knows who to call first, and anyone can see the reasoning behind a grade instead of guessing.

Opportunity Management

Opportunity Management tracks each deal through your sales stages, showing its value, its probability and the next action. Stages are set up around your own process rather than a generic template.

app.cherryberrycrm.com
CherryBerry CRM leads list showing owner, source, project, date and lead grade for each lead

Customer records and context

These features keep everything you know about a customer in one place, so nothing is lost in a hand-off.

Contacts & Accounts

One record per person, grouped under the company they work for. You see the organisation behind each contact, not just the individual.

Learn more: Contacts & Accounts

Notes & Attachments

Context and documents are stored against the record they belong to. A colleague picking up a deal sees the history and the files without asking around.

Learn more: Notes & Attachments

Per-Record Email

Write and send email against the customer. The thread stays on that customer’s record, so every conversation opens with the full history attached.

Productivity and oversight

These features keep follow-ups moving and show managers what is happening.

Task Scheduler

Assign work and set reminders. Follow-ups are created and chased automatically, so they stop slipping between tools.

Learn more: Task Scheduler

Activity Monitoring

See what your team did, on which record, and when. Managers get a clear view of activity without chasing people for updates.

Consolidated Reports

One current set of figures for the whole team. Reports read the live pipeline, so sales and marketing numbers come from the same records and do not disagree.

Learn more: Consolidated Reports

Access and data control

These features decide who sees what, and keep your data in your hands.

User Management and hierarchical controls

Hierarchical controls make visibility follow your reporting structure. The right people see the right records, and nobody else does.

Learn more: User Management and hierarchical controls

Data Import & Export

Bring your existing data in, and take it out whenever you want. When we implement CherryBerry for you, we migrate the data you already have, cleaned and de-duplicated on the way in.

Learn more: Data Import & Export

How to choose the right CRM features for your team

Start with the problem that is costing you the most, not with a feature checklist. Most teams do not need every feature on day one.

If your problem is... Look first at
Enquiries arrive from many places and some get lost Leads Management, Lead Grading
Deals are long and several people touch them Opportunity Management, Notes & Attachments, Per-Record Email
Follow-ups are forgotten Task Scheduler, Activity Monitoring
Sales and marketing report different numbers Consolidated Reports, Contacts & Accounts
Staff should only see their own area User Management
Your data lives in spreadsheets Data Import & Export

Not sure which applies to you? Tell us what is slowing your team down and we will say honestly which parts of the platform would help, and which would not.

How we implement CherryBerry CRM

CherryBerry is built and supported by the same team that implements it, so the people configuring your CRM are the people who can change it.

  1. 01

    Tell us how you work.

    We talk through your pipeline, your team structure and what is currently breaking, with no obligation.

  2. 02

    We tailor the CRM.

    We configure fields, stages, roles and reports around your process, and migrate the data you already have, cleaned and de-duplicated on the way in.

  3. 03

    Your team goes live.

    We train your people on the system as it has been built for them, and stay available afterwards from our office in Lahore.

Built and supported in Lahore

CherryBerry CRM is built by Tech Bridge Consultancy, a software house in Lahore. Tech Bridge is registered with the Pakistan Software Export Board (PSEB), and is a member of the Pakistan Software Houses Association (P@SHA) and the Lahore Chamber of Commerce & Industry (LCCI).

  • Pakistan Software Export Board
  • Pakistan Software Houses Association
  • Lahore Chamber of Commerce & Industry

Frequently asked questions about CRM features

What are the main features of a CRM?
A CRM usually includes lead and contact management, deal tracking, task and follow-up scheduling, reporting, user access controls and data import and export. CherryBerry CRM covers all of these across eleven features, grouped into lead and sales management, customer records, productivity and oversight, and access and data control.
What is the difference between CRM features and modules?
A feature is a specific capability, such as lead grading. A module is a group of related features presented as one part of the software. The two terms are often used loosely, and in CherryBerry all eleven features work against the same customer records.
Which CRM features does a small business need first?
It depends on the problem. Most small teams start with lead capture, a clear record for each contact, and reminders so follow-ups are not forgotten. Reporting and access controls matter more as the team grows.
What does lead grading do in a CRM?
Lead grading ranks leads by how likely they are to buy. In CherryBerry CRM, every lead is graded from very hot to very cold and the reason for the grade is recorded, so your team knows who to contact first.
How does a task scheduler help with follow-ups?
A task scheduler turns follow-ups into assigned tasks with reminders, so they do not depend on someone remembering. In CherryBerry CRM, follow-ups are created and chased automatically.
Why does role-based visibility matter in a CRM?
Customer records can be sensitive, and not every employee needs every record. In CherryBerry CRM, visibility follows your reporting structure, so the right people see the right records and nobody else does.
Can I move my existing data into CherryBerry CRM?
Yes. CherryBerry has data import, and when we implement it for you we migrate your existing data, cleaned and de-duplicated on the way in.
Can I export my data from CherryBerry CRM?
Yes. You can take your data out whenever you want.
Can CherryBerry CRM be customised for my business?
Yes. Fields, stages, roles, reports and integrations are configured around your process. If you need something the platform does not do yet, Tech Bridge can build it.
Who implements and supports CherryBerry CRM?
Tech Bridge Consultancy builds, implements and supports it from its office in Lahore, Pakistan.
How much does CherryBerry CRM cost?
We provide pricing on request, because it depends on how your CRM is configured. Request a demo or contact us and we will send you a quote.

See it running on your own process

Book a walkthrough and we will show you CherryBerry configured around the way your team actually sells, not a generic demo.

Request a demo Talk to us