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sales automation software
We are offering sales automation package. This package includes the following modules and additional fields can be customized as per your organization's requirements. Calendar: can add activities like to dos, meetings, demonstrations, phone calls scope and typical work flow; a operator or receptionist and take the incoming call and assign the activity to any user opt to send a notification and a email will be sent to the user informing about the activity scheduled and can send and invite or inform their respective managers about the activity, auto reminder feature inbuilt in the tool. E mail: integrate your existing e mail account into the crm, we offer you a value added feature free of integrating your letter head design in to your e mail template so when you send a email to your client it shows up on your letter head in html format , * additional email templates can be configured with mail merge feature. Mass e mail feature: to send emails to a group in one click. Leads: categorize and filter buy or sell leads option integrated (suits real estate agents and developers) manage import and export your leads data with ease in excel .csv format with detailed information. Create filters to mange hot/warm/cold/junk leads. Sms feature: to send sms to your customers from the tool that can record and keep data of the sms you have sent (imp) sms need to be purchased at a additional cost' add description, comments, map the products your lead is interested in check activity history you had with the lead (calls/to-do/meetings etc you had with the lead. Feature to manage and filter if the lead is buying or selling type (suitable for traders). Campaign management: create and analyze campaign activity, cost of campaign and return of investment received from a particular campaign. Example check budget cost: (rs.) versus actual cost: (rs.) expected sales count versus actual sales count, expected roi: (rs.) versus actual roi: (rs.) etc. Opportunity: convert lead to opportunity and follow up with your opportunity through the different sales stages, send quotations from the tool attach pdf / images or .ppt presentation files with your quotation. Follow up with your opportunity through the different sales stages. Contacts: maintain all your contacts in one place with feature of adding details about whom the contact reports to and / or who his assistant is with his assistant phone no., ability to use the calendar feature seamlessly with the contacts module. See your activity history in the contacts; maintain your contacts birthday etc. Document management: upload all types of documents (word/pdf/excel / zipped etc attach them to your emails and send them with your emails. Products: mange product cost, quantity in stock, reorder level (auto email sent by the software to the designated handler informing about the quantity of stock has approached the reorder level.) configure tax it is auto calculated and populates in the quotations and invoices. Option to upload a product image for reference. Services: create services if you have to charge your customers for installation / support / training / brokerage etc. Add it to your quotation if your business requires you to charge installation or any other charge separately or a standalone charge. Quotations: create quotations and get it in pdf formats create sales order or invoice in 1 click from quotations (we will help you in designing and configuring the pdf 1 time free) feature to view actual balance stock available when creating a quotation. The tool auto calculates the tax/vat and shows in the quotation pdf separately. Integrated option to deduct advance / adjustments. Feature to categorize quote stage for easy follow up of sales. Option to embed product image in quotation. Sales order: can be relabeled as delivery challan and get the shipping mode and transporters details in the pdf and can be created in 1 click from quotes module invoices: create invoices in 1 click from quotes and keep a track of paid and unpaid invoices on dashboard with details of who is handling the said account pre-designed templates in e mails to send payment requests for unpaid invoice in 1 click. Option to embed product image in invoice. Access control: grant rights for each user as per role / profile and grant access to view/edit/delete specific data, view audit trail of who has done what changes to your data and when. Reports and analysis: get details reports and data in excel format download or email the same, works out to be a complete management information system (mis) that can help you implement changes when you need it and where you need it to increase your profits and reduce your losses.by accessing our services you agree to the terms and conditions laid down in the tos page of this website. charges for this package are Rs.675/= per user per month (limited time offer) request for a demo & we will be sending you a link to join an online meeting where we will understand your needs and explain how we can customize the crm tool to suit your business requirements. You will be viewing our screen where we will explain the details in a live interactive environment; you will be connected to audio using your computer's microphone and speakers (voip). A headset is recommended. we provide web interactive meetings, demonstrations and training on our products. We have live chat software (with voip) in place for instant support during standard office hours on business days and a help-desk ticketing system to support you after normal business hours. the next module consists of this sales package plus the inventory package so if you need the inventory also please go through the modules and features available in the next package
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production management software
We are offering production management software. Production analysis software can help you with your manufacturing process to compile your daily production details like production id, production date, raw material details, raw material quantity used, required to produce, actual produced, wastage, details of machine that ran the production, production shift and shift operator etc and additional fields can be customized as per your organization's requirements. The module works out to be a complete management information system (mis) that can help you implement changes when you need it and where you need it to increase your profits and reduce your losses. By accessing our services you agree to the terms and conditions laid down in the tos page of this website. Delivered and configured on the web via internet. We provide web interactive meetings, demonstrations and training request for a demo and we will be sending you a link to join an online meeting where we will understand your needs and explain how we can customize the crm tool to suit your business requirements. You will be viewing our screen where we will explain the details in a live interactive environment; you will be connected to audio using your computer's microphone and speakers (voip). A headset is recommended. we have live chat software (with voip) in place for instant support during standard office hours on business days and a help-desk ticketing system to support you after normal business hours.
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Inventory Software, Business Software
We are offering Inventory Control Business Software. Inventory control software features functions such as auto deducting quantity as soon as a invoice is made, auto sending a reorder email to the designated person when the stock goes below the specified reorder level, Option to make note of quantity received in purchase order, (in-case you receive a part consignment) Associate products with other modules for a better management. Import product details from other applications. We can customize product fields as per your organization's requirements. Attach product-specific product manuals, such as pdf brochures, word excel jpeg images etc. and send them by email in one click. Upload product images for easy identification, option to embed product image in invoice. Track outstanding invoices from the invoices list view. Update subtotal, taxes, adjustments, and grand total amounts automatically. Get display of actual physical stock while creating quotations and invoices. Procure products from the selected vendors list, associate trouble tickets and knowledge base with products, avoid duplicate work by dynamically displaying the billing and shipping addresses of the prospect while creating orders. Export product details to spreadsheet software, such as Microsoft excel, open office, etc. for further analysis. Create rate lists as per customer segment and associate products with the rate lists, Additional fields can be customized as per your organization's requirements. This crm provides a products management module to capture and use product information, including pricing, so that your sales team and other staff can apply this information in their sales, marketing, support and other customer related activities. By accessing our services you agree to the terms and conditions laid down in the TOS page of this website. Delivered and Configured On the Web via Internet, We Provide Web Interactive Meetings, Demonstrations and Training Request for a demo and we will be sending you a link to join an online meeting where we will understand your needs and explain how we can customize the crm tool to suit your business requirements. You will be viewing our screen where we will explain the details in a live interactive environment; you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. We have live chat software (with VoIP) in place for instant support during standard office hours on business days and a help-desk ticketing system to support you after normal business hours.
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Customer Support Software
We are offering customer support software. Support automation has 3 different modules that are integrated in the crm service contracts this will establish an contract between two parties. This module can be helpful to track both support and professional service agreements. Like amc (annual maintenance contracts) faq also referred to as knowledge base, you can use this to as a knowledge base to inform your customers about your products, services or procedures. For your employees to inform on internal business procedures for your service staff to discuss the procedures for helping customers, etc. trouble tickets module tickets are any kind of customer service requests as they occur after sales. The support functions help you to collect and sort customer requests, inquiries, and disturbances, problems etc. Related to sold goods or services. The support functions keep crm users and customers informed on the status reached in respect to the response to customers messages. Sales staff and management can get a quick overview of support activities related to customers or products or both, help desk helps you with: manage trouble tickets end-to-end notify status of the trouble tickets to the customers. Track complete history of the trouble tickets. Create frequently asked questions. Integrated customer self service portal with help desk. Statistics of the trouble tickets for a better ticket management. Raise a invoice for the trouble tickets resolved. By accessing our services you agree to the terms and conditions laid down in the tos page of this website. request for a demo & we will be sending you a link to join an online meeting where we will understand your needs and explain how we can customize the crm tool to suit your business requirements. You will be viewing our screen where we will explain the details in a live interactive environment; you will be connected to audio using your computer's microphone and speakers (voip). A headset is recommended. we provide web interactive meetings, demonstrations and training on our products. We have live chat software (with voip) in place for instant support during standard office hours on business days and a help-desk ticketing system to support you after normal business hours.
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Customer Portal Software
We are offering customer portal software. Typical workflow: Customer names are registered in crm (account contacts based on the product purchased can be any one of the criteria) Login information is sent by email automatically to the customers by the software to submit trouble tickets from customer self care portal web site, after logging in, customers first view the knowledge base. If the solution for the problem is not available, if not they will submit trouble ticket through ticket submission web form. The trouble ticket is fetched into the crm server and displayed under help-desk module. A email is also auto sent to the handler of the account. Additional fields can be customized as per your organization's requirements. Customer support person or administrator of a particular group can pick up the trouble tickets submitted by customers. Once the ticket is assigned to a person, an automated e-mail will be sent to the customer about status of the ticket. Customer support person resolves the trouble ticket. The solution is displayed under customer's customer portal home page, after reviewing the solution provided; details are auto sent by the system to the customer. Customer can send further details if the problem is not resolved, and the process continues until the trouble ticket is closed. By accessing our services you agree to the terms and conditions laid down in the TOS page of this website. Delivered and Configured On the Web via Internet, We Provide Web Interactive Meetings, Demonstrations and Training Request for a demo and we will be sending you a link to join an online meeting where we will understand your needs and explain how we can customize the crm tool to suit your business requirements. You will be viewing our screen where we will explain the details in a live interactive environment; you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. We have live chat software (with VoIP) in place for instant support during standard office hours on business days and a help-desk ticketing system to support you after normal business hours.
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Contract and Project Management Software
We are offering contract and project management software. Contract and project management software can help you compile your data for contracts that you undertake giving you insights of target budget you estimate to complete a contract, approved cost by your client, start date, target end date, progress of completion of contract, actual end date, final cost, update you with actual ongoing cost till date, additional fields can be customized as per your organization's requirements. You can have n number of child categories (tasks) under the module that are related to the projects contracts that are needed to complete the project and can compile data details for vendors you hire, for instance your estimated cost when you quoted for the projectcontract, the negotiated cost arrived between you and your vendor, start date, target end date, progress of completion of contract, actual end date, final cost, update you with actual ongoing cost till date, additional fields can be customized as per your organization's requirements. By accessing our services you agree to the terms and conditions laid down in the tos page of this website. Delivered and configured on the web via internet, we provide web interactive meetings, demonstrations and training request for a demo and we will be sending you a link to join an online meeting where we will understand your needs and explain how we can customize the crm tool to suit your business requirements. You will be viewing our screen where we will explain the details in a live interactive environment; you will be connected to audio using your computer's microphone and speakers (voip). A headset is recommended. we provide web interactive meetings, demonstrations and training on our products. we have live chat software (with voip) in place for instant support during standard office hours on business days and a help-desk ticketing system to support you after normal business hours.
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customer relationship management solutions
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