XRM
Comprehensive platform for Pre Sales, Post Sales & Operations management
(It covers all features of Basic CRM, Marketing and Support packs along with Sales Automation)
(It covers all features of Basic CRM, Marketing and Support packs along with Sales Automation)
Lead Automation
- Funnel Management
- Sales Forecasting
- Web to Lead Form Integration
- Lead Custom Field Creation
- Follow up Management
- Auto Revoke Policy
- Auto Lead Intimation to Client & Employee via SMS & Email
- Map single or multiple products with their associated custom fields in lead
Quotation Automation
- User Designed custom Quotation formats
- Terms & Condition, Cover letters & Product Annexure Dynamic Masters
- One click copy quotation option
- Revise Quotation option
- Lead to Quotation Automation
- Multiple Pricelist Management
- Customer Wise Auto Discounting
- Real time Quotation Profitability Calculator
- Customer & Product Wise Auto Tax Applicability
- Documents, Images, Task and other attachment options
- Approval Workflow
Marketing Analytics
- Data Import Tools
- Employee Wise Prospect Privacy
- Follow ups Management
- DND Management
- And all other features as same as contact management of basic CRM
Prospect Management
- Bulk SMS
- Bulk E-Mail
- Telemarketing Automation
Campaign Management
- Privacy
- Categorigaton
- 360 View
- relationship Mapping
- Label & Envelop
- Notes & comments
Sales Order Automation
- Microsoft word integration for format design
- Proforma Invoice format design option
- Terms & Condition, Cover Letters & Product annexure dynamic masters
- One click copy SO option
- Revise SO option
- Quotation to Sales Order Automation
- Pick List
- Multiple Price list Management
- Customer Wise Auto Discounting
- Real time Order Profitability Calculator
- Customer & Product wise auto tax applicability
- Documents, Images, Task and other attachment options
- Approval Work flow
- Credit Limit Management (Days & Amount wise)
- Payment schedule planning & Notifications
- Delivery schedule planning & Notification
- Sales Transaction Locking (Contact & Product wise)
Sales Invoice Automation
- Multiple Invoice type management
- Customer & Product wise sales preference settings (i.e. Form, Invoice Type, Tax Group
- Terms & Condition, Cover Letters & Product annexure dynamic masters
- One click copy Invoice option
- Edit Invoice option
- Sales Order to Sales Invoice Automation
- Multiple Price list Management
- Customer Wise Auto Discounting
- Real time Invoice Profitability Calculator
- Customer & Product wise auto tax applicability
- Documents, Images, Task and other attachment options
- Approval Work flow
- Credit Limit Management (Days & Amount wise)
- Payment schedule planning & Notifications
- Delivery schedule planning & Notification
- Sales Transaction Locking (Contact & Product wise)
Delivery Challan
- Microsoft word integration for format design
- Multiple DC type management
- Multiple DC printing option (i.e. Original, Duplicate, Triplicate)
- Terms & Condition dynamic masters
- Documents, Images, Task and other attachment options
- DC change log management
Sales Analytics
- Quotation Register
- Sales Order Register
- Sales Invoice Register
- DC Register
- Employee wise sales report
- Product wise sales report
- Sales Order pending for Delivery Report
- Sales Invoice pending for Delivery Report
- Sales Order pending for Invoice Report
- Lead to Invoice Report
- Quotation Analytics Report
- Sales Order Analytics Report
- Sales Invoice Analytics Report
Support Request Automation
- Support request creation based on category & subcategory
- Request Approval Process
- Bulk Request Assignment to engineers
- Event based email & sms alerts for every new request creation
- Auto update of action by email & sms notification
- Add followers to Request
- Customer Satisfaction Tracking
- Job Card Printing
- Support History Tracking
- Dynamic Label for Support Name
- Request Overdue Management & Auto Intimation
- Support Workload Automation
Solutions Management
- Link Solutions to Support Request
- Real Time Solution Viewing & Emailing option from Support Request
- Tagging & Searching on Keywords of Solutions
- Linking Solution with Product
- Create Dynamic Category & Sub Category
Support Analytics
- Support Analytics
- Support Summary
- Employee Wise Workload Graph
- Support Request Status Graph
- Overdue Request Filter
- Contact Management
- Privacy
- Categorigaton
- 360 View
- relationship Mapping
- Label & Envelop
- Notes & comments
Task Management
- Dynamic Activity & Sub Activity
- Priority
- Task Templates
- Task Followers
- Copy Task
- Task End Date
- Task Followup
Product Management
- Privacy
- Categorigaton
- Product Transaction Tracking
- Product ALias
- Product Gallery
- Vendors Mapping
- Marketing Material
Appointment Management
- Google Calendar Intrigration
- Dynamic Category
- Dynamic Statu
- Dynamic Types
- Calendar Views & Time Management
Document Management
- Appoval Workflow
- Folder Management
- Privacy
- Version Management
- Notes
- Log
Electronic Reminders
- Emails&SMS
- Re-occuring Reminders
- Categorization &Search
- relationship Mapping
Timesheet
- Employee Time Tracking
- Type Wise Tracking
- Contact Wise Tracking
- Date Wise Tracking
- Charges Calculation
Daily Analysis
- Auto Reporting Via Email
- Numeric & Detail Analysis
- Individual & Company Wise Selection
- Dynamic Date Selection
- Contact Wise Daily Reporting
Outgoing Email & SMS Integration
- IMAP ( Email)
- SMS Gupshup (SMS)
Dashboard & Gadgets
- Personalise Dashboard
- Multiple Dashboard
- 50 + Gadgets
- Contact, Product & Document Custom fields
- Custom Form Creation
- Grouping
- Field Validation
- Dynamic Search On Custom Fields
Document Templates
- Use A Friendly Editor
- Contact Product Variables
- Product Mapping & Report Generation