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