CRM & Sales Management

CRM & Sales Management

Source Categories and Source of Leads

Leads with Follow-ups

Auto client Quotations and Revisions

Work orders based on Quotations

Sales Invoices from Work orders

Receipts against Advances and Sales Invoice

Detailed MIS with Dashboard

Salient Features

• Define all source of Leads with Source Category and Cost.

• Store complete Lead details. Check on unique Mobile Number and email id for duplicity. With Customised tags.

• Add Products in leads with Discounts, terms and Credit days along with Currency.

• Prioritize the leads based on Potential ratings (Cold, Warm or Hot) and winning Probability.

• Assign Leads & Tasks to your Executives with detailed Hierarchy & track their working.

• Schedule Follow-ups & Meetings with the clients with Notifications for delayed follow-ups.

• Track the interactions with different clients through detailed comments and maintain complete audit trail.

• Import Leads from IVR, Website Portals and Ms Excel.

• Generate Auto Quotations from Leads which can be Updated, Approved and revised later based on new Inputs and competitive analysis.

• Comprehensive Client Details with statutory and Demographic Details.

• Sales Work Order on Successful Quotation with all details from Quotation and final agreement terms and their revision thereafter.

• Generation of Sales Invoice from Sales Order or direct Invoice.

• Receive Items from client as per terms and return balance or defective items.

• Receipts form the clients as Advance against the sales order or against Sales Invoice and Debit notes.

• Complete Accounting Management for each client for Sale order wise advances, receipts, and Outstanding payments.

• Management Information System MIS. All MIS reports pertaining the Site, Client and sales order with multiple combinations on dashboard and reporting formats.

• Sales and Collection data for the month, last month, and last year.