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CRM Software

CRM (Customer Relationship management software) is all about the theory used by companies to administer and manage their customers, partners, vendors and other stakeholders efficiently.

Module Covered under CRM are:

  • Sales Management
  • Service Management
  • Task Management
  • Call /Visit Tracking
  • Document Management
  • Security Setup

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.

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