CRM-Sales Automation

Sales Automation is a technique of using software to automate the business tasks of sales, including order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation. It drives sales performance and profitability by giving you everything you need to sell smarter. By automating your processes, it frees your people to concentrate on creating leads, closing deals and growing your customer relationships.

Features and Benefits

  • Easy to use

    Keep it simple. Ensure high usability with simple but effective interface for users to navigate. Spend less time feeding your data.

  • Track sales

    Build long lasting relations with your customers. Increase sales team productivity. Chase less and close more deals. Reduce the risk of irritating your customers.

  • End to End solution

    Plug-in modules like Inventory, Billing, Customer support and HR/Payroll to your CRM and enjoy the benefits of a mini-ERP.

  • Flexible

    Add custom fields to forms and reports to suit your customized needs. Create custom reports dynamically. Have your own flavor without complexity.

  • Scalable

    Start with the minimum number of modules you need and plug-in other modules with ease as and when necessary.

  • Pay as you Grow

    Pay for the minimum number of users you have and add users as your business grows with us. Have an affordable solution.

  • En-cash business

    Automated alerts and invoicing improves revenues from Annual maintenance contracts. Ensure steady stream of cash-inflow from your established customers.

Basic Modules

  • Account Management
  • Lead Management
  • Quotation Management
  • Order Management
  • Invoicing and Payment follow-up
  • Document Management
  • Inbox and Dashboard
  • Approval Management
  • Scheduler/Alert management
  • Customer Support Management
  • Inventory Management
  • Vendor Management
  • Product and Discount Management
  • Task Assignment and tracking

Advance Modules

  • Report Builder
  • Audit Trail
  • Forecast
  • Campaign Management
  • Route Management
  • Tender Management
  • Mobile & Ipad Integration
  • Google Maps Integration
  • Commission and Rewards Management
  • Sales Expenses Management
  • Video Conferencing
  • Email/Messenger Integration
  • Payment gateways/Shopping cart
  • Year end processing & archival facility