Sale Management: In
this module we covers Leads Tracking according to
source, industry/sector. We can track all the record
from leads to maturity of that case.
Leads
Management We can record all details of new
customer . We can also track leads from any campaign,
Source of leads or leads of any particular industry or
sector
Lead Allotment We can allot
particular lead to any of the concerned employee for the
maturity of that lead.
Call and
Visit Journal We can monitor call and visit journal
for particular leads.
Order Finalization You can set the Lead
Status and Stage of Finalization.
Order
Desk You can record Invoice, Quotation or other
document record under this module. Job billing, AMC
billing & Sale billing management.
Forecast
or Target Setup Manage Target for particular period
and check the sale achievement.
Service Management : In
this module we can track complain and service support
record for the particular customer and also track the
expense occurred during support.
AMC
Management Add AMC for customer for free
support. AMC reminder for customers.
Complain
Management Record any complain of customer and allot
a ticket no. for that complain.
Complain
Allotment Allot complain to the employee for
support.
Support
Management You can enter Support provided by
the employee for particular ticket no. and what was its
status whether it is solved or need further assistance.
Task Management: You
can allot any task to employee and track the working and
cost estimate for completion of that task.
Call
and Visit Tracking : You can manage daily
visit record of marketing persons
Document Management:
You can add document of your customer in soft copy like
tender, quotation etc in the software and manage that
document according to group maintained.
Security Setup: - You can set User id and password along
with user permission to access the software.
The software
has alert for any appointment to the customer and also
it alert for any service expiry 30 days before.
SMS alert integration for customers. |