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About Us

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 Contact for Demo and Full Details.