Service

<b>CRM - PreSales<b>

CRM - PreSales

  • Lead

  • Oppurtunity

  • Quotation

  • Auto assignment of leads

  • Opportunity from Lead/Customer

  • Lead Source, Territory, Type, Industry, Market Segment, Campaign

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Selling

  • Quotations

  • Sales Orders

  • Delivery Notes

  • Sales Invoices

  • Product Bundle

  • Credit limits for customers

  • Promotional Schemes

  • Track connecting documents with SO, like Purchase, Material Request, Sales Invoice, Work Order, Production Plan, Delivery Note

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<b>Selling<b>
<b>Buying<b>

Buying

  • Request for Quotation

  • Purchase Orders

  • Purchase Receipts

  • Purchase Invoices

  • Sub-contracting

  • Send RFQ to multiple Suppliers in one click

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Accounts

  • Chart of Accounts

  • Opening Balances for accounts

  • Accounting Dimension

  • Financial Statements(Balance Sheet,Profit and Loss Statement,Trial Balance,Cash Flow)

  • Payment Reconciliation

  • Bank Reconciliation

  • Budget

  • Multi Currency

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<b>Accounts<b>
<b>Support<b>

Support

  • Issues

  • Maintenance schedules & visits

  • Service Level Agreement

  • Warranty claims

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Project

<b>Project<b>