The number and break down of closed, contacted and not contacted leads.
Call back with details. Create a prospect profile
Prospect Listing
Import /Export leads using MS-Excel
Bulk E-mail campaign
Allocate lead to staff
Search, Sort and Filter prospect using different attributes
Bulk updating/Allocating
Show 10 –N entries to narrow down the list.
Sales Module
Dashboard
Info-graphs being designed to show various performance and productivity information.
Performance of each executive measured with respect to the
Track and view complete sales team productivity and performance.
Lead
Create, Edit and Follow up on Leads / Opportunities. Log actions on individual leads.
Send Email from the system using your device mail client, so as to keep track of all communication made on any opportunity
A unique concept of owner and actor to transfer temporary charge of lead to various actors and then back.
Prioritize leads or qualify them for better focus and finer results.
Track the leads through various stages like Suspect, Prospect, In-progress, Won etc.
Create individual alerts for a client, owner or actor while creation as well as for active follow-up.
Track time spent on leads as well as the cost of product services offered, so as to be able to calculate margins.
Generate Quotes as per your format just by clicking a button, Quote can be saved and mailed directly or printed.
Query
Filter your leads, track the actions and measure the performance using simple filters in the query screen.
Target
Assign targets to individual executives against each month for multiple categories.
Activity Log
Staff can record extra actions taken to finish a certain task. They get an option to attach it to lead or case later, hence action can be recorded even if a case or ticket is not generated.
Materials Module
Material Outward
Gives you material outward list with date, business name, product details, status, mode of delivery information
Create/Edit Purchase Orders.
Search using material ID, product details, mode of delivery, docket number, transport name, status etc.
Convert to installed product/start AMC subscription
Create/View material Outward/Inward Purchase Order
Export to Excel
Material Inward
Material inward provides you with a list of inventory along with the received date, product name, purchase/returnable, receiver, received mode etc.
Send reminders via email
Convert to Bill
Purchase Order
Create/Edit Purchase Orders
Purchase Order list shows business name, contact details, product details, delivery date, the status of PO also you can add comments or special instructions.
Convert given PO directly into material inward.
Interact with the concerned person via an easy messaging option.
View and E-mail the purchase orders.
Convert PO into Purchase Invoice by a single click.
Export to MS-Excel.
Repair
Repair section shows the repair list with product details, serial/RMA, date submitted for repair, repair stage and quote approval status, detailed information about product issues.
Search using the business name, repair ID, product details, status, repair type and staff personnel name.
Generate quotation
The authorized person can approve/disapprove the repair in case of warranty.
Add next actions to be performed. Return product to the customer.
View repair log.
Export to MS-Excel
Report
Product wise and Customer wise Stock representation with opening stock and closing stock information.
AMC performance report
Product, user, ticket user and area wise report.
Finance Module
Dashboard
Payment history e.g. invoices made, advance collected, received the amount, due balance.
Payment Escalations.
A graphical report of receivables and payables along with individual share.
Date wise report.
Receivables
Shows total invoice and total due amount both bill wise and ledger wise.
Add next action to be performed.
View/E-mail Invoice
View/Amend Commitment.
View all actions taken on transactions.
Confirm received payments by generating payment receipt. Install /Subscribe the product sold.
Edit bill entry
An authorized person can delete invoice after verifying his/her password.
Payables
Approve or disapprove payment.
Gives you a total payable amount along with a breakdown
Payment made details with the amount.
Edit purchase bill.
Delete purchase bill.
Create Invoices.
Export to MS-Excel.
Query
Filter purchase & received bills separately, companies and invoices by categories and relations types of companies.
Branch wise /Bill wise and category wise selection available.
Filter invoices and bills by payment status. Find product wise invoices.
Report
Generate VAT reports monthly /quarterly/annually.
Shows details tax amount information.
Generate company’s ledger report.
Export report to MS-Excel format.
Support Module
Dashboard
Periodic support summary with status.
One click service report.
Automatic case routing.
Direct posting in material outward if a spare part is issued for any issue.
E-mail quote to customer/client.
Print ticket , reports etc
E-mail quote to customer/client.
My Ticket
Allocate work to a concerned staff member.
Create tickets for new cases.
Shows Ticket ID, Company name, Product, Value, Description, Next action, Next action date, Number of actions, Instructions (If any).
Export to MS Excel.
Issue spares and it automatically records that in material outward
Query
Filter your leads, track the actions and measure the performance using simple filters in the query screen.
AMC Module
Dashboard
Get alerts for Warranty / AMC Expiry
Track warranty / AMC based on hours of support or number of instances of support in addition to period.
My AMC
Get complete information about the client and their installed product at the time of entering a complaint.
Track All Open, Pending or closed complaints / Tickets.
Allocate or change the allocation of all open tickets.
Log actions like visits, calls, remote sessions done for tickets.
Track distances travelled for field visits against each ticket.
Track cost of spares used for closure of each ticket.
Track time spent against each ticket.
Get expenses spent against each product, So that you can check the affordability of each contract.
Email/SMS alerts are provided
Allocate, Track and manage the complete support team
Four levels of hierarchy provided. Executive→Team Lead → Manager
Coordinator role with special access role rights also provided.
Generate AMC quote as per your format and mail or print them.
Usage counter provided for each product to track usage and suggest or pre-empt service requests that are based on usage.
Fast track high priority tickets
Use Projects to club and track multiple single client tickets
Preventive Maintenance / Scheduled Maintenance visits can be programmed on required days to automatically generate support tickets and alert clients about the same.
Analyze the performance of support team using up to 20 filters provided in the query screen.
Report
Annual maintenance report gives you date wise report.
Material report to check the quantity of stock available during any period of time.
Gives you detailed customer wise stock information
Provides you with product action, user action, ticket user allocate and area wise report.
Work Module
Dashboard
Shows date wise report of actions performed, work allocated, work completed, open work.
Shows if any action or work is missed.
Export reports to MS-Excel.
My Work
Create and allocate Work/Task
Task distribution with Task ID.
Select employees by name or skills.
Shows details of the person who created a particular task.
Displays the next date of the action.
Shows if work was completed using e-mail, visit, phone etc.
Gives you the option to export all the data to MS-Format.
You can add /view a particular task and also see what actions have been taken on it or edit the action if required.
