Lead
See all your Client data & conversation history in this dashboard.
- Lead Assignment
- Share teamplates through Whatsapp, Emails & SMS
- View all leads as per their stages
- Direct Quotations, Sale Orders, Sale Invoices & Performa generation
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Sales
Reports for total Sales, SO, Purchases, PO generated.
- Latest Sales Orders
- Quotation Summary Analysis
- Financial Year Summarised Reports
Service
Manage all your complaints & after sale services with reportings.
- Register New Complaints for AMC, Warranty & Normal Customers
- Complaint Assignment To Engineers
- Automated SMS, Mail & WhatsApp options
- Track Status & Loaction Of Engineers
- Complaint Reportings
- Raise Quotations & PI At Customer End
- Generate Service Invoices
- Export Reports On Excel
Project
Get all reports & analysis of running projects in your company.
- Track Status Of Every Projects
- Track the Estimated & Completion Duration Of Projets
- Track The BOM(Bill Of Material) Of Every RUnning Project
- Track Materilas Issued For The Project
Rental
Get Report & Analysis Of Every Running Or Expired Rental.
- Track Total Running, Expired & Outstanding Rentals
- Get Notifications of Expired Rentals
- Get Estimate For Upcoming Rental Expiries
- Report of Today Expiry With Renewal & Issue Options
- Automated SMS, Mail & WhatsApp options
HRM
Get Reports & Analysis Of Every Activity Performed In A Compaany In A Selected Duration.
- Get Follow-Ups Reporting
- Get Reports Of Calls & WhatsApp
- Summarised Data of Total Quotations, Sale, Sales Orders
- Track Employees On The Basis Of Login History, Follow-Up Summary, Ranking & Success Ratio
See all your Client data & conversation history in this dashboard.
- Lead Assignment
- Share teamplates through Whatsapp, Emails & SMS
- View all leads as per their stages
- Direct Quotations, Sale Orders, Sale Invoices & Performa generation
SMS
See all your Client data & conversation history in this dashboard.
- Lead Assignment
- Share teamplates through Whatsapp, Emails & SMS
- View all leads as per their stages
- Direct Quotations, Sale Orders, Sale Invoices & Performa generation
