Customer Relationship Management
This is a web enabled Pre Sales and Post Sales Management System which can be used by any organisations for managing Sales Activities, Sales-Leads, Sales-Orders, Marketing, Revenues, Pending Payments, Tracking Prospects and retaining Customers. The CRM will streamline all your Sales and Service Activities and there by will help in Customer Retention and Profit margins.
CRM Features
| Set Up | Master | Sales | Services | Utility |
| Company Profile | Region | Daily Activity | Machine Installation | Approval |
| Create Menu | Branch | Lead | AMC | Mass Emailing |
| Create Role | Employ | Assign Tasks | Complaint Register | |
| Manage Role | Territory | Sales Target | Service Center | |
| Manage Privilege | Product Family | Tour Request | Update Services | |
| Create User | Product | Dispatch | ||
| Designation | Create Invoice | |||
| Payment Received |
Sales Reports
Search Any Option(Region, Branch, Territory) Combination With(Sales Representative, Lead name, Commercial Value, Product, Probability, Lead Type, Prospect status, Lead Date), New Lead Between Date, P.G Date Between Lead Date, Tender Due Between Lead Date, Bid Expiry Between Lead Date, Order Due Between Lead Date, Payment Due Between Lead Date, Order Received Between Lead Date.
Service Reports
Search Any Option(Region, Branch, Territory) Combination With(Product, Customer Name, Lead Date), Complaints Between Date, AMC Between Date, Service Between Date, Warranty Expiry Between Date, AMC Expiry Between Date.
Other Reports
Include reports ( Sales Target Region wise, Sales Target Branch wise, Sales Target Territory wise, Sales Comparison Region Wise, Pending Delivery/Installation, Pending Service Center, Pending Service Complaints, Employee Details ).
Please visit for Demo and Full Details.
