CRM

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Marketing

Making your customers feel special

  • Followup on quotations and inquiries
  • Keep customers informed on product and event updates
  • Thank you messages on sales, inquiries and interactions
  • Address life-events of customers and staff

ROI in one click

  • Visualize the sales pipeline of a campaign
  • Know the exact value generated
  • Link customers with campaigns
  • Link sales and opportunities with campaigns
  • Manage expenses
  • Task list and task assignment

Track and manage manual campaigns

  • Track sales and outcomes of manual campaigns
  • Know which customers were reached and converted
  • Investment vs Return
  • Compare campaigns and their performance
  • Product performance insights
Sales

Opportunities

In opportunities we record the opportunities we have against the customers or a contact to sell the goods/services of the organization. For an example, when you receive a call from potential customer requesting your product/service information, you create a customer record in the CRM section followed by an “opportunity” entry detailing what the particular potential customer is interested in so that followups can be done properly.

  • Record opportunity information
  • Keep track of opportunity progress with status/milestone updates, comments, etc.
  • Record expected closing dates
  • Link to customer and contacts
  • Categorize by custom created categories
  • Ability to assign the product category and/or exact product the potential customer is interested in
  • Attach quotations in to the opportunity

Quotations

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Sales orders

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Sales consignments

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Sales returns

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Work orders

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Contracts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Maintenance & Services

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Warranty management

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.

Point of Sales (POS)

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Sales force

Built for mobility

  • Powerful Android and iOS apps
  • Create quotation, sales orders, invoices, etc.
  • Payment collection
  • Route planning
  • Incident management
  • On the Cloud allowing you to work from anywhere

Tracking & Monitoring

  • Employee wise order tracking
  • Ability for the customer to approve, moderate, and comment on orders
  • Monitor performance in real-time
  • Track geographical location using GPS on where transactions takes place

Order management made easy

  • Moderate orders made by sales force members through back office
  • Allow end customers to verify and approve orders made by sales force staff
  • Order alerts and notifications
  • Error preventions and remote over-write authorizations

Incentives

  • Calculate incentives and commissions
  • Hold commission issue till order fulfillment
  • Various calculation models
Finance & Accounting

Income

  • Automated invoicing
  • Due Reminders to your customers
  • Income received against the invoices
  • Income to be received
  • Credit period and credit limits provided to customers

Expense

  • Details with regard to a transaction with time and amounts etc
  • Payment done and to be done
  • Payment reminders
  • Credit limit and credit periods provided by suppliers

Cash Management

  • Approvals for non identified payments
  • Delegation and the performance of the payment collections
  • Budget allocations
  • Variance analysis
Purchasing

Vendor management

  • Manage contact list and individual customer information
  • Customer group management
  • Customer document management
  • Lead generation

Purchase orders

  • Identification of support tickets based on the time, priority etc
  • Support history
  • Authority delegation
  • Multiple assignees to one ticket
  • Filter, search tickets in an easy manner

Payables and finance

  • Easy access to all communications
  • Ability to comment, assign, set reminders
  • Ability to log in from anywhere anytime
  • No softwares to be downloaded
  • User friendly interfaces with the ability to customise accordingly

Have them Barcode

  • Management of the support queue based on priority, low prority paid, free basis
  • Ability to categorise and group tickets based on requirement
  • Ability to assign tickets and monitor the responses
  • Reports on unsatisfactory support provided, number of tickets handled by each staff etc.
  • Ability to search any ticket
Products

Manage your products easily

  • Manage your product information, pricing, purchasing, etc.
  • Categorize in any way you want
  • Add pictures, supporting documents, etc.
  • Manage handling instructions
  • Low-stock warnings, alerts, and auto-ordering
  • All insights related to your product in one screen

Customize pricing with groups

  • Give in-line discounts when you are creating a quote, invoice, etc.
  • Make price groups if you have different prices for different customer groups
Inventory

Stock control

  • Know how much of each product you have
  • Product performance insights tells you the best and worst performing products
  • Know how soon your products are getting sold
  • Know before products run-out with stock level alerts

Shelf-life and expirations

  • Know how long products has been there
  • Know when and how many products will expire
  • Automated product expiration warning notifications
  • Insights for active product performance increase
  • Know before products run-out with stock level alerts

Great insights

  • How does your products perform. View individual performance or compare them with one another.
  • Is a product not worth having?
  • Is there a seasonal performance?
  • Know how your sales employees perform
  • Tools to up-sell, cross-sell, and scheduled selling

Barcodes and RFID

  • Count and track at various stages of production process
  • Supports high speed production lines
  • Easily attachable for conveyor belts
  • Support from experienced engineers
Warehouse

Receiving & GRN automation

  • Create a GRN directly from a purchase order without having to re-enter data
  • Automated stock adjustment with batch, expiry, etc., management
  • Mark damages and carryout rectification or discarding actions
  • Tag with barcode or RFID and uniquely track your inventory
  • Automated receive verifications with barcode and/or RFID
  • Put-away automation and planning

Pick and issue goods

  • Generate picking and packing lists from sales orders
  • Automated picking routes with product and quantity details, bin locations, etc.
  • Enforce FIFO, LIFO, and other conditions
  • Alerts to staff, management, and customers based on pre-defined conditions
  • Automated stock balancing and record generation

Stock put-away and transfers

  • Visualized data depicting your shelves and bin locations
  • Automated put-away location suggestions
  • Bin transfers
  • Put-aways and bin-transfers record update automation with RFID and/or barcodes

Barcodes and RFID

  • Automated counting and verification at receiving, putting-away/storing, picking, and issuing
  • Perform stock audits faster with less human efforts and higher accuracy
  • Eliminate human errors
  • Employee performance related data gathering
Distribution centers

Clear sales

  • Product transfer from production to warehouse
  • Automatically update the system
  • Get the sales orders
  • Send products properly according to received orders
  • Get verification from suppliers

Credit limits and periods

  • Vendor profiles containing credit period and limit
  • Cross check before sending orders
  • Warning messages on unacceptable orders

Automate Planning

  • Reserve raw-material
  • Calculate costs
  • Insights on wastage, feasibility, and challenges
  • Forecasting and order facilitation assistance

Barcodes and RFID

  • Count and track at various stages of production process
  • Supports high speed production lines
  • Easily attachable for conveyor belts
  • Support from experienced engineers
Production

Production capacity

  • Raw material stock monitoring and management
  • Reserve raw material to be used for a planned production
  • Analyze suppliers and re-order with purchase orders
  • Stock audits and discrepancy management
  • Low stock level alerts
  • Automated re-ordering
  • Manage semi-finished goods

Progress monitoring

  • Know production/assembly line speed
  • See how many has been produced in a specified time period
  • Order fulfillment data
  • Production capacity optimization insights
  • Wastage monitoring & Quality control

Automate Planning

  • Reserve raw-material
  • Calculate costs
  • Insights on wastage, feasibility, and challenges
  • Forecasting and order facilitation assistance

Barcodes and RFID

  • Count and track at various stages of production process
  • Supports high speed production lines
  • Easily attachable for conveyor belts
  • Support from experienced engineers
Fleet management

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Distributions

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Asset management

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Consumables

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Human Resources

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
3PL

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Device cloud

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Billboards

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
Communications

Customers

  • List of customers with quick filtering and contacting
  • Create and edit customer information
  • In-page customer status update
  • Customer profile displaying related information such as sales/invoice history, linked contacts, opportunities, etc.

Contacts

  • List of contacts with quick filtering and contacting
  • Create and edit contact information
  • In-page contact status update
  • Contact profile displaying related information such as linked customer, communication history, etc.
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