Marketing Module

• Converted to lead
• Chronological customizable prospect reporting
• Edit existing prospect
• Add/View actions taken on Prospect
• 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.