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CRM Software for Sales
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CRM Software for Sales
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CRM Software for Sales Management
Proposed Modules & Reports:
User Master Add/Edit/View.
Customer Master Add/Edit/View.
Supplier Master Add/Edit/View.
Transport/ Courier Master Add/Edit/View.
Godown Master Add/Edit/View.
Agent Master Add/Edit/View.
Tax Master Add/Edit/View.
Tax Group Master Add/Edit/View.
Customer Category Master Add/Edit/View
Lead Source Master Add/Edit/View
Shipper Master Add/Edit/View
Shipper Via Master Add/Edit/View
Product Master Add/Edit/View.
Product Group Master Add/Edit/View.
User Rights Control Add/Edit/View.
Company Master Add/Edit/View
Destination Master Add/Edit/View.
Enquiry Type Master Add/Edit/View.
AMC Period Master Add/Edit/View.
Sales Type Master Add/Edit/View.
Data Bank Master Add/Edit/View.
Questionnaire for Interview Master Add/Edit/View.
Price List Entry Add/Edit/ View (Direct Import from Excel)
Sales Target Setting Master Add/Edit/View.
Email Content Master Add/Edit/View.
Product / Services Enquiry Generate / Capture Add/Edit
Product / Services Enquiry Bulk Capture Import from Excel.
Product / Services Enquiry Allocation Add/Edit
Product / Services Enquiry Status (View to Respective User and Authority)
Product / Services Enquiry Status Update / Quotation
Quotation Approval Stage I
Quotation Approval Stage II
Product / Services Enquiry Status Negotiation
Approved Quotation Conversion
Sales Order Generation Add/Edit/View
Sales Order Approval Stage I
Sales Order Approval Stage II
Sales Order Confirmation from Client Status.
Sales Order Convert to Purchase Order Add/Edit.
Purchase Order Approval Add/Edit.
Purchase Order Acceptance Add / Edit. xix. Purchase Bill Booking Add/Edit.
Sales Order Process for Billing Approval
Challan Generation for Dispatch Add/Edit/View
Sales Bill Generation Product Add/Edit/View
Sales Bill Generation Service Add/Edit/View
Sales Delivery Confirmation
Outstanding Payment Follow up View.
Site / Project Status Update
Customer Service Call Report
Traveling Expenses Booking Add/Edit/View
Bank Receipt / Payment Add/Edit/View
Daily Task Manager View (Dashboard as per user)
Pending Order Report
Reports Related to Enquiry / Complaint.
Data Transfer to 3rd party software.
SMS & Email Integration wherever necessary.
Upload of PO, SO while Entry and visible at all stage of Entry.
Graphs / Reports / Comparision on the above where ever possible and required.
Complaint Registration & Allocation Add/ Edit
Complaint Status Add / Edit.
AMC / Service Contract Follow ups Due for Renewals.
Quotation Approval Stage I
Quotation Approval Stage II
Approved Quotation Conversion
Sales Order Generation Add/Edit/View
Sales Order Approval Stage I
Sales Order Approval Stage II
Sales Order Convert to Purchase Order Add/Edit.
Sales Order Process for Billing Approval
Sales Bill Generation Service Add/Edit/View (Auto On Period Bassis)
Approval Pending Status (Product / Service / stage / Stage II)
Interview Candidate Data Entry
Interview Candidate Exam Sheet.
Interview Candidate Result & Feedback
Interview Candidate Appointment / Rejection
Enquiry Register (Source Wise / Date Wise / Customer Wise / Product Wise)
Enquiry Conversion Report (Source Wise / Date Wise / Customer Wise / Product Wise / Team wise )
Drop enquiry Report (Source Wise / Date Wise / Customer Wise / Product Wise / Team wise)
Enquiry follow up Pending (Source Wise / Date Wise / Customer Wise / Product Wise / Team wise)
Enquiry Target V/s Achievement Report
Quotation Register (Fresh / Amended / Final )
AMC Contract NEW Register (Source Wise / Date Wise / Customer Wise / Product Wise)
AMC Contract Renewal Register (Source Wise / Date Wise / Customer Wise / Product Wise)
AMC Contract Renewal Due Register (Source Wise / Date Wise / Customer Wise / Production Wise)
AMC Contract Not Renewed Register (Source Wise / Date Wise / Customer Wise / Product Wise)
Project status Report ( New / Running / Completed) (Source Wise / Date Wise / Customer Wise / Product Wise)
Approval Report (Quotation / Sales Bill for Delivery)
Sales Person visit Register ( Customer Wise / Product Wise)
Sales Man / Managers Traveling Expense Register
Sales Order Register (Product Wise / Customer Wise / Salesman Wise )
Mass Mailing Report
Interview Reports (Candidate Wise / Grade Wise ) xviii. Purchase Register (Party Wise / Product Wise / Group Wise)
Dispatch Register (Product wise / Party Wise / Agent Wise / Shipper Wise)
Challan Register (Product wise / Party Wise / Transport Wise)
Sales Register (Product wise / Party Wise / Transport Wise)
Supplier Outstanding Age wise
Supplier Ledger xxiv. Customer Outstanding Age wise
Customer Ledger xxvi. Site Status Report.
Extra Bill Printing
Extra Challan Printing
Extra PO Printing
Extra GRN / Dispatch Note Printing
Pending Task Report
Completed Task Report.
Stock Transfer Register
Many More.......... Call +91 9821008090
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