PROJECTS Milestones, To-Do List & To-Dos Customer & Third Party Login Real Time Progress Tracking Task Integration with Project Project Calendar & Resource Management Project Deadline & Alerts Project Wise Document Management
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PROJECTS Milestones, To-Do List & To-Dos Customer & Third Party Login Real Time Progress Tracking Task Integration with Project Project Calendar & Resource Management Project Deadline & Alerts Project Wise Document Management
PURCHASE INDENT Step 1: Create New “Purchase Indent” withstandard terms & approval workflow Support “Multiple Products” in single Indent Step 2: Create template for “Request for Quote” to Vendor Approved Indent can be selected by product-wise register “vendor” Send Email with “Request for Quote” link and cover page Step 3: Vendors can update the “Request… Continue reading Purchase Indent
Today the most valuable asset for any company is its DATA. It has become most important to safeguard this information at any cost. These information and data can be anything like information of the leads, clients, vendors, prospects, contracts, etc. In order to safeguard your data, it is most important to host it in a… Continue reading Right CRM System to Address Your Specific
EVENTS Declare Event Venue Date & Time Participations & Free, Participations Listing Event Wise Profit Analysis Speakers Details Seat & Room Reservation Conformations through Email & SMS Allow Participants to do Online Booking
SMS AND EMAIL CURRENCY API Integration with Multiple Gateway / Service Provider Simple SMS & Bulk SMS SMS & Email Template Transaction wise SMS & Email Template Auto Greetings Email & SMS Template Email Campaign
STUDENT BATCH MANAGEMENT Student Enrollment & Admission Confirmation Process Assignment of Batches to the Students as per Selected Course Assignment of Coaches & Classes to the Student Subjects Auto Daily Batch Creation Ability Manual Attendance of the Students Coach wise Auto Attendance of the Students with Attendance Device Integration Reports the Students for Attendance, Courses,… Continue reading STUDENT BATCH MANAGEMENT
SUPPORT PORTAL Customer Complain Login Real Time Update to Customer Online Complain Status Tracking Online Support History
TALLY INTEGRATION Sales & Purchase Invoice Posting Credit note & Debit note Posting Expense Voucher Posting Journal Voucher Posting Payment & Reciept Posting Sales Return & Purchase Return Posting
It is time to modernize your traditional business; automation has become a necessity for matching the customer expectation unlike a luxury earlier. H-Office CRM is a leading solution providing the seamless experience to various organizations with too many avenues for sales and marketing teams to focus on business. Smaller to larger organizations upgraded to modern… Continue reading The Best Way to Transform Traditional
Most of the businesses take time to decide about CRM implementation, since they are not sure if there will be benefit for them or not. It is said that mostly CRM fails due to non-acceptance by people but it may not be true in all cases. A few companies do not have set processes in… Continue reading The Problem lies with the process rather
