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

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