User

Under the User Section, you can add details of users who will be utilizing the application and also keep an eye on the overall activities performed.

This foundational module serves as the control center for user administration. System administrators can create and manage user accounts, assign specific roles and permissions, and monitor user activities throughout the system. The activity tracking feature provides valuable insights into user engagement and system usage patterns, helping maintain accountability and optimize workflow processes.

• Create user profiles and set permissions
• Track user activities and engagement
• Monitor system usage patterns

Lead Management

Capture leads automatically from multiple sources. Our advanced scoring system helps you focus on the hottest prospects. The lead management system acts as your digital sales funnel's entry point, automatically capturing potential customer information from various channels.

Using sophisticated scoring algorithms, it evaluates leads based on predefined criteria such as engagement level, budget, and purchase timeline. This intelligent scoring helps sales teams prioritize their efforts on the most promising prospects, increasing conversion efficiency.

• Automatic lead capture from multiple sources
• Score leads based on engagement and budget
• Prioritize hot prospects
• Increased conversion rates and sales efficiency

Calendar

Schedule meetings and follow-ups directly with reminders at the tips. The integrated calendar system streamlines scheduling and follow-up management. Users can set up meetings, schedule follow-ups, and receive timely reminders. The system synchronizes with popular calendar applications, ensuring team members stay coordinated and never miss important appointments or deadlines.

• Schedule meetings and follow-ups
• Set automated reminders
• Sync with team calendars
• Improved time management and team coordination

Business Partner

Turn those qualified leads into lasting partnerships. With successful qualified leads, get started by converting them into your business partners.

Moving beyond basic lead management, this module handles the transition of qualified leads into established business partnerships. It maintains detailed partner profiles, interaction histories, and relationship statuses. The system helps nurture these relationships through organized communication and engagement tracking.

• Convert qualified leads to partners
• Maintain relationship histories
• Track engagement levels
• Stronger business relationships and partnership growth

Opportunity Management

Visualize your sales pipeline and forecast with precision. Collaborative selling tools keep your team in sync. The sales pipeline visualization tool provides real-time insights into sales opportunities. Teams can track deal progress, forecast revenues, and collaborate on sales strategies. The system offers customizable sales stages, probability scoring, and team collaboration tools to maximize conversion rates.

• Visualize sales pipeline
• Track deal progress
• Forecast revenues
• Better sales predictions and higher closure rates

Quotation Creation

Customizable templates and approval workflows streamline your quoting process. E-signature integration seals the deal faster. This module streamlines the proposal process with customizable quote templates and automated workflows. The integrated e-signature capability accelerates deal closure by eliminating paper-based processes. Approval workflows ensure proper oversight while maintaining efficient processing.

• Use customizable templates
• Implement approval workflows
• Enable e-signatures
• Faster quote-to-close process

Order Management

Seamlessly convert quotes to orders. Real-time tracking keeps everyone in the loop. Once quotes are approved, this system handles the seamless conversion to orders. It maintains real-time order status updates, tracks fulfillment progress, and ensures all team members have current information. The module integrates with inventory and delivery systems for complete order lifecycle management.

• Convert quotes to orders seamlessly
• Track fulfillment progress
• Real-time status updates
• Streamlined order processing and tracking

Delivery

Never lose sight of an order again. Whether it's open, closed, or canceled, you'll always know the status at a glance. This tracking system ensures complete visibility of order fulfillment. Whether orders are in progress, completed, or canceled, the status tracking provides instant updates. The system helps manage delivery schedules, track shipments, and maintain delivery performance metrics.

• Track order status
• Manage delivery schedules
• Monitor shipment progress
• Reliable delivery performance and customer satisfaction

Invoice

This section showcases the invoices raised and shared with the business partners on the final payment status. The invoicing module also handles the creation and tracking of invoices tied to fulfilled orders. It maintains a clear record of payment terms, due dates, and payment status. The system can generate customized invoice formats and automate the distribution process to business partners.

• Generate customized invoices
• Track payment terms and due dates
• Automate invoice distribution
• Efficient billing process and payment tracking

Payment Collection

Get a bird's-eye view of your cash flow. Track paid amounts, pending balances, and overall collection status. This financial tracking system provides comprehensive visibility into cash flow status. It monitors received payments, tracks pending collections, and maintains payment histories. The module helps identify payment patterns and potential collection issues before they become problems.

• Monitor cash flow
• Track pending collections
• Identify payment patterns
• Improved cash flow management

Inventory Management

Stay on top of stock levels with real-time tracking and automated reorder notifications. Real-time inventory tracking helps maintain optimal stock levels. The system provides automated reorder notifications, tracks stock movement, and helps prevent stockouts or overstock situations. It integrates with order management to ensure accurate fulfillment capabilities.

• Track stock levels in real-time
• Get automated reorder notifications
• Prevent stockouts
• Optimal inventory levels and cost control

Reports

Generate comprehensive reports across all modules for truly data-driven decision-making. The reporting module generates detailed analytics across all CRM functions. Users can create custom reports, schedule automated report generation, and export data in various formats. This supports data-driven decision-making with accurate, timely information.

• Generate custom reports
• Schedule automated reporting
• Export data in multiple formats
• Data-driven decision making

Target Assignment

Plan, budget, and track like a pro. Set departmental goals, allocate funds, and monitor progress all in one place. It's strategic planning made simple.

This strategic planning tool helps set and track organizational goals. It enables budget allocation, monitors performance against targets, and provides progress tracking. The system helps align departmental objectives with overall business strategies.

• Set departmental goals
• Allocate budgets
• Track progress
• Better goal alignment and achievement

Documents

Get a centralized view of all your important files and contracts related to opportunity. Our secure document management system ensures easy access and version control, keeping your team aligned and compliant. The system supports various file formats and enables easy sharing of documents among authorized users.

• Centralize file storage
• Control document versions
• Share securely
• Organized document access and control

Settings:

The configuration hub provides extensive customization options
  Industry Configuration: 

Customize the CRM to your specific industry, ensuring relevant terminology and workflows.

BP Type Management: 

Define and manage various Business Partner types to segment your customers and partners effectively.

Opportunity Type Setup:
Create and manage different opportunity types to better categorize and track your sales pipeline.

Payment Term Configuration: 

Set up custom payment terms to align with your business practices and improve cash flow management.

Zone Master: 

Organize your business operations geographically with our flexible zone management system.

Department Master: 

Structure your organization within the CRM, ensuring proper task assignment and reporting.

Role Master: 

Define user roles and permissions with granular control, maintaining security and operational efficiency.

SMTP Setting: 

Configure email settings to enable seamless communication directly from the CRM, improving team productivity and customer engagement.