CRM Made Simple for Hong Kong SMEs

Best CRM Software in Hong Kong

Info-Tech CRM is a smart, affordable sales management platform designed for growing small and medium-sized businesses in Hong Kong. It helps you capture leads from Google and Meta ads, follow up faster, create quotations, issue invoices, collect payments, and engage customers through email and marketing campaigns — all from one simple, connected system.

18₊

Years of Presence

27,000₊

Customers

500₊

Dedicated Staff

1M₊

HRMS Active Users

All-in-one CRM Platform Hong Kong

With native integration to HRMS, Accounting, Email, WhatsApp, Zoom, Microsoft Teams, and Payment Gateways , Info-Tech CRM keeps your sales team productive, accountable, and focused on closing deals — whether they work from the office or on the move.

Integrated Business Ecosystem

Fast Setup. Go Live in Days

No heavy configuration. No CRM consultants required. Your team can start using the system almost immediately.

Task-Focused Sales Dashboard

Manage Leads, Follow-ups, Quotations, Invoices, and Payments in one clean, easy-to-use interface designed for daily sales execution.

AI-Assisted Sales Productivity

Built-in AI helps sales teams draft emails, identify next best actions, and gain insights — without changing how they work.

Built-In Video Meeting Integration

Schedule Zoom or Microsoft Teams meetings directly from CRM. Meeting links are auto-generated and logged in the CRM activity timeline.

Mobile CRM with GPS & Face Recognition

Sales teams can clock in, track locations, and manage leads on the go using the mobile app — ideal for field sales and distributed teams.

Built-In Marketing Campaigns

Run email and WhatsApp campaigns, track engagement, nurture leads, and send reminders — all from within the CRM system.

One Connected Sales Workflow

No more switching between multiple systems.

AD CAMPAIGNS LEADS QUOTATION INVOICE PAYMENT

End-to-End
Sales Management

Everything flows through one connected CRM platform.

Automatic Lead Capture

Leads from digital ads are captured directly into CRM — no manual entry required.

Simple Architecture, No Middleware

No APIs to worry about. No syncing problems. Everything stays in one system, clean, accurate, and up to date.

Plug-and-Play Ads Integration

Automatically capture leads from Google Ads and Meta Ads, ensuring faster response times and fewer missed opportunities.

Email & Calendar Integration

Emails and meetings are automatically recorded against each lead or deal. Calendar reminders ensure timely follow-ups and better sales discipline.

Quotation & Invoicing Inside CRM

Generate quotations and invoices directly from sales deals — without exporting data to another system.

Accounting Software Integration

Seamless integration with Info-Tech Accounting, Xero, MYOB, and QuickBooks. Eliminates duplicate entries, reconciliation errors, and unnecessary admin work.

Faster Payments, Shorter DSO

Send invoices with built-in payment links. Collect payments faster using Stripe and PayPal, improving cash flow and reducing debtor days.

AI-Powered CRM to
Improve Sales Performance

Smart Email
Assistance

AI automatically drafts professional follow-up emails based on call notes, meeting discussions, tasks, and deal stages.

Sales Guidance & Recommendations

AI reviews each lead and provides, company overview, pitch suggestions and recommended next actions. This reduces preparation time and keeps sales teams organised.

Business Insights in
Plain Language

Ask questions in natural language and let AI analyse CRM data for you. No need to dig through multiple reports or dashboards.

Why Choose Info-Tech CRM?

CRM + HRMS + Accounting in One Platform

CRM automatically syncs with HRMS to ensure leads are assigned based on staff availability.

No leads assigned to employees on leave

Automatic lead reassignment

More accurate pipeline forecasting

Info-Tech CRM vs Other CRM Software

Features	Info-Tech CRM	Typical CRM Software
CRM Model	Fully integrated, all-in-one platform	Disconnected systems relying on multiple tools and plug-ins
Setup & Onboarding	Quick deployment with minimal setup and no heavy consultancy	Lengthy implementation with complex configurations
Pricing Structure	Transparent, SME-friendly pricing	Costly plans with hidden fees and add-on charges
Ease of Use	Clean, intuitive interface built for everyday operations	Steep learning curve and confusing setup
Ads Lead Capture	Native integration with Google & Meta for instant lead sync	Relies on external tools & manual integrations with added costs
Sales Follow-ups	Smart automated reminders to prevent missed opportunities	Heavily dependent on manual tracking and human follow-ups
Quotation & Invoicing	Generate quotes and invoices directly within the CRM	Separate paid systems needed to complete the workflow
Accounting Integration	Directly connects with Info-Tech Accounting, MYOB, QuickBooks and Xero	Limited connectors or costly third-party integrations
Payment Collection	Integrated Stripe & PayPal for faster payments	Payments handled through external platforms
Email Integration	Direct Gmail & Outlook sync for smooth communication	Partial integration or complicated setup
Meeting Scheduling	Zoom & Microsoft Teams scheduling built into CRM	Requires additional tools or manual coordination
Marketing Campaigns	Built-in email & WhatsApp campaigns from one platform	Often requires extra marketing software
HR & Leave Visibility	Real-time sync with HRMS (Attendance, Leave Software)	No HR visibility or staff availability tracking
Sales Staff on Leave	Identifies on-leave staff and automatically reallocates leads	Manual reassignment with higher risk of missed leads

See How Info-Tech CRM Works for Your Business

Get a personalised walkthrough and see how Hong Kong SMEs manage leads, close deals, and collect payments — all from one connected CRM platform.

CRM Software Hong Kong FAQs

What sales processes can I manage with Info-Tech CRM?

You can manage the full sales lifecycle including leads, deals, quotations, invoicing, and payments — all within one system.

Does Info-Tech CRM integrate with accounting software?

Yes. It integrates natively with Info-Tech Accounting and popular platforms like Xero, MYOB, and QuickBooks.

Can the system capture leads from Google and Meta Ads automatically?

Yes. Leads from digital ads are captured directly into CRM and routed for immediate follow-up.

How does Info-Tech CRM help with invoicing and payments?

Invoices can be generated from CRM deals and sent with payment links. Integrated gateways help businesses collect payments faster.

What makes Info-Tech CRM different from other CRM systems?

It is built specifically for SMEs — easy to use, quick to deploy, affordable, and uniquely integrates CRM, HRMS, accounting, payments, and digital advertising into one platform.

What other software systems are provided by Info-Tech?

In addition to various HR-related software, Info-Tech also provides systems such as Accounting Software, E Scheduling, Digital Door Lock System, Payroll Outsourcing Services and more.

Which CRM software is best in Hong Kong?

An effective CRM system enables businesses to follow up with leads promptly, generate quotations efficiently, and manage payment collection across multiple marketing channels, all while integrating smoothly with HR systems. Info-Tech CRM is a software that provides designed solutions for both enterprises and SMEs in Hong Kong. With features such as streamlined collaboration, AI-powered productivity tools, a user-friendly mobile app, intuitive interface, seamless accounting integration, and competitive pricing, Info-Tech remains a compelling choice among the many CRM solutions available in the market.