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more features about best CRM software online.
Customer Filteration as per Category, Area, Reference
Get Birthday Reminders & Auto Birthday Wish SMS
Manage Customer Records
Thank You SMS after Registering Customer
Save Special Instructions, Billing & Service Address
Search Customer as per Name, Mobile, Serial Id.
Customer Product / Service Module
Track Product / Service Taken by Customer (Multiple Also)
Save Customer AMC Contract & Service Schedule (Automatic)
Save & Search Product's Unit Serial Id.
Generate Automatic AMC Service Schedule & Contract Status
Payment Module
Track Payment according to Cash, Cheque, Paytm, NEFT, etc
Track Customer Payment Received & Pending Amount Details
Dynamic SMS & Email after Payment Received with Date, Amount details
in SMS & Email
2 Separate Bill No. Series i.e 1 for GST Bill & other Non GST Series
Generate Bill / Invoice (GST / Non GST) i.e Invoice PDF, Print as per
GST Council Format
Generate Proforma Invoice
AMC Service & Contract Expiry Module
Auto SMS to Customers about AMC Service & Contract Expiry
Search Records as per Address, Service Count, Date, Product for easy Scheduling
Get Automatic AMC Service & Contract Expiry Alerts as per Datewise Today, This Week & Month, etc
Auto SMS to Customers about AMC Service & Contract Expiry
1 Click Appointment Scheduling feature
(Job / Call / Appointment) & Complaint Module
Job Filteration as per Work, Type, Priority, Technician, Date
Easy & Quick Job Scheduling & Switching as per Date & Technician
Unique Serial Id. for each Job
Auto SMS & Email after Job Register & Completion
Save details of Work Done, Labour & Spare Charges, Complaint (if any)
Colour Code Filteration for Completed Job & High Priority Job
Technician App
Very Simple to Use App for Technicians i.e. Only Clicks
Get Work Schedule on App as per date i.e Today, Yesterday, This Week
App & CRM Software are always in Synchronisation
No Data Save on Technician Phone (Security Reasons)
Get Complete details of Customer along with Previous Services Given
MIS Report Module with Advance Filters
Manage Expenses as per Category i.e. Marketing, Bills, etc
Track Advance Salary given to Technicians
Get Expense details Datewise i.e. Today, This Week, Month, etc
Available Reports : Jobs Report, Customer Payment Report-GST Bills,Customer Payment Pending Report: Pending Bills, Customer Payment Report- Non-GST Bills,Expense Report,Customer Service Expiry Report,etc
Expense & Technician Salary Module
Manage Expenses as per Category i.e. Marketing, Bills, etc
Track Advance Salary given to Technicians
Get Expense details Datewise i.e. Today, This Week, Month, etc
Enquiry and Follow-up Module
Add enquiry details of customer as per date
Set color code to enquiry
Track customer enquiry according to week, current month, last month, current year
Send SMS to customers who have done enquiry
Track follow-up of enquiry according to week, current month, last month, current year. etc
Quatation Module
Add details of customer which you has shown quotation
Search which quotation has given to which customer by name, mobile number, etc.
Track status of approval of quotation of the customer according to month, year, etc.
Generate Quatation in PDF
Take print out of quatation
Customer Web Page
Managers can share the log in detail of the customer web page with each Customer. So that, Customer can register their complaint in this panel by logging into this panel.
Advantages :
Saves Time.
Better Customer Service
Faster Execution of Complaints
More Productive Staff
Spare Stock Module
Maintaining detail of each spare part
Updating details of spare part
Taking print out of spart part
Exporting detail of spart part
Other Modules
GSTR Reports
eCatalogue Module
Material Inward Module
Customer details in Hindi, Marathi for Technicians
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