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User-Friendly Interface
– Our intuitive design makes it easy for teams to adopt and use without extensive training.s
Introduction CRM
What is CRM Software?
Customer Relationship Management (CRM) software is a powerful tool that helps businesses manage interactions with customers, track sales, automate marketing, and enhance overall customer satisfaction. Whether you're a small startup or a large enterprise, a CRM system centralizes all customer data, making it easier for sales, marketing, and customer support teams to collaborate and improve efficiency.
In today’s competitive business landscape, customer relationships are crucial. A well-integrated CRM solution ensures that no lead is lost, customer interactions are personalized, and sales pipelines are streamlined for maximum conversion rates
CRM
Key Features
Module Information
Module Information
- Application with Your Company Branding
- Give you Mobile Application with customer Company Logo, Application Name in Google Playstore & Personal Domain
- Live Feed - Best Employee Mobile GPS Location Tracking System
- GEO Fencing
- Zooming Facility in Location
- Tracking with Roadmap Location & Satellite View
- Real Time Locating View on Upper Level User Mobile Application
- Down line Reporting to Marketing Manager, Directors, Owners, HR As per user Rights
Mobile Application
Mobile Application for Employee Android & iOS(iPhone)
- Employee Authentication with Username and Password Given by Company.
- Device and SIM Based Security for Mobile Application Access.
- Set Designation wise Mobile Screen Options
- Attendance – Day Start & Ending Process.
- Live Feed for GPS Tracking.
- Business Summery. (Daily, Monthly, Yearly)
- Customer (Party)
- Party Order, Payment.
- Party Visit with check in check out process.
- New Deal.
- Product Demo with Review and Follow-up System.
- Meeting & Customer (Farmer).
- Customer (Farmer) Visit.
- Reports
- Employee Activities
Smart Payroll & HRMS
Smart Payroll & HRMS (Human Resource Management System)
- Employee Management
- HRMS Setup
- Attendance System
- Payroll Management(Salary & Expense Claim)
- Tracking(Tracker)
- Part Visit
- Monthly Planning
- Product Planning
- Collection Planning
- Product Demo
- Customer(Farmer) Meeting
- Employee(Staff) Activities
- Employee(Staff) Vehicle Expense Summery (Company allocated vehicles only)
- Target v/s Achievement
Smart Order
Smart Order: Party Order/Indent & Payment Collection
- Party
- Order Dispatch Process from Web Portal
- Payment Management
- Auto SMS to Party on Update Payment Status
- Party wise Update Account Information
- Party wise Update Transport Information
- Party wise Upload Account Ledger
- Party Membership & Offers
- Import From Excel: Party, Account Aging Report, Party Transport Detail, Product & Employees
Smart Work between employee
Smart Work between Employee (Staff) & Party
- Daily Party Visit Planning
- Party Visit Summery Report
- Party Visit Depending on Party Location, Mismatch Location Party Visit Not Possible
- Party Smart Ordering Sales Order System
- Party Payment Collection
- Party Follow-up System
- Party Accounting Information
Smart Depot Work
Smart Depot (Warehouse/Godown/Showroom) Work
- Depot User Login, Access as Given User Rights
- Assign Depot Wise Party
- Assign Depot Wise Employee/Staff
- Party Payment Collection
- Party Visit
- Party Product Demo
- Dispatch/Cancel Order
- Move Order From One Depot to Another Depot
- Depot wise Party Order Dispatch Process
- Indent Management Reports
Smart CRM
Smart CRM (Customer Relationship Management System)
- Smart – CRM with All features regarding Customer Relationship Management
- Party Contact Marketing Head
- Customer(Farmer) Contact Marketing Head
- SMS/Email & Mobile App Notification Marketing
- Auto Follow-up System via SMS, Notification and Email Sending
- Manual Follow-up System via SMS, Notification and Email Sending
- Complaint
- Appointment Module with auto follow-up
- Best Review analytics in Marketing Cloud.
- Price Discussion, Quotes and follow-up
- Product Catalog
- Very Powerful reports regarding Sales & Marketing
- Vehicle Management with Reminder setup & Follow-up
Web Portal
Web Portal with Administrator, Depot, HR, Accountant, Back Office Panel
- High Security with Token Generate System
- Highlight Verification pending for Attendance, Expense bills, Leave etc.
- User Rights
- Smart – Dashboard
- Home Location
- Follow-up
- Order & Dispatch
- LR Management
- Manage Party & Customer
- Manage Customer(Party) Account
- Import Data
- Customer(Farmer) Marketing Head
- Attendance System
- Manage Payroll
- Tracking(Tracker)
- Dealer(Part) Visit
- Monthly Planning
- Product Demo
- Customer(Farmer) Meeting
- Activities
- Vehicle Expense Summery (Company allocated vehicles only)
- Target v/s Achievement (ACCOUNT Integration)
- Masters
CRM
Industries & Benefits
- Improved Customer Relationships
- Increased Sales Efficiency
- Better Team Collaboration
- Data-Driven Decision Making
- Enhanced Customer Retention
- E-commerce
- Real Estate
- Healthcare
- Finance
- Education
