CRM

Quotation/performa Invoice

  • Generate Quotation

  • Manage Quotation with Approval

  • Copy Quotation

  • Revise Quotation

  • Quotation to Performa Invoice

  • Quotation to Order

  • Quotation to Sample Order

  • Quotation to Order

  • Quotation Follow-Up Customer

  • Quotation Price Analysis

  • Auto Approve Quotation Based On Product Price List

  • Quotation Approval

  • Print Quotation

  • Quotation V/S Sample Order Reports

  • Quotation V/S Generate Order Reports

  • Send Quotation via Email, Whatsapp, Text Message

invoice
sampleOrder

Sample Order

  • Sample Order Entry

  • Sample Order Against Quotation

  • Manage Sample Order

  • Sample Order Approval

  • Copy Sample Order

  • Sample Order To Order

  • Feed Back Required For Sample Order

  • Lock Sample Order Based On Feedback

  • Follow-Up Required On Time

  • Sample Order V/S Follow-Up Reports

  • Sample Order V/S Generate Order Reports

  • Dispatched Schedule Management

  • QC Report

  • Transport Report

Complaint

  • Register Customer Complaint

  • Send Complaint Number via Email, Whtasapp, Text Message

  • Complaint Follow-Up Register

  • Repeat Complaint Analysis

  • Complaint Register with Product, Invoice and Required Information

  • Strong Follow-Up

  • Print Complaint Reports

  • Send Complaint Resolve with Reports to Customer

  • Send Complaint Reports To Customer

  • Complaint Register

  • Complaint Details Register

  • Profit Centre Wise Complaint Register

  • Complaint Comparison Reports

  • Grade Wise Complaint Rejection

complaint
Reports

Reports

  • Module Wise Reports Available :

  • Employee - HRMS, Payroll, Expense Claim Etc...

  • Customer - Order, Collection, Visit Etc...

  • Lead Generation - New Lead, Follow-Up, Analysis Etc...

  • Crop Protection - Crop, Farmer Register, Crop Register Etc...

  • Business Planning - Team Planning, Achievement and Analysis Reports..

  • Quotation, Sample Order and Feedback, Complaint Analysis Reports...

General

  • Deafult in App :

  • Live Feed

  • Business Summery

  • Share Vesting Card, I-Card

  • Product List

  • Price List

  • Company Documents

  • Company Profile

  • Company Bank Information’s

  • Video Tutorial for Help

  • Image Gallery for Product promotions, Marketing, Demo, Festival etc.

  • Video Gallery for Product promotions, Marketing, Demo, Festival etc.

  • Product Verification on QR Code Scanning

  • Notifications

general