Blogs

We are glad to announce the release of our new milestone add-on plugin on the H-Office platform E-Commerce portal which works with your existing H-Office database. E-Commerce portal is integrated with your own H-Office link and expression of your…

Your Sales team has to work a lot while managing a complete cycle from Prospect to Contract. It is beneficial to both, the sales team as well as the company. This data is always helpful to understand the current…

Do you know that your sales team invests more time in creating manual quotes daily than following up with the leads? H-Office CRM can help you increase your sales team performance and productivity by automating your quotation process. It…

In order to be competitive and grow exponentially, businesses must optimize the processes to reduce the dependencies and inefficiencies, and to manage the resources. Every such step can also ensure increased productivity and improved revenue.It is imperative to understand…

Every business is incomplete without its reports. There are tones of reports a company can generate but there are few which can really create wonders! Here are five important reports which can create great difference: Time Sheet Report Time…

Time Management is the most important aspect to consider not only for your staff but also for you as a business owner. Every minute spent by you on time tracking is the extra effort which keeps you away from…

According to Gartner, In 2017 Cloud based CRM accounted to over half of CRM deployment worldwide. As a business, are you still worried about using Cloud CRM? Here are top 5 reasons to prefer and move to Cloud based…

Are your sales officers on the move whole day? Are they still using a diary to manage their tasks and follow ups? Is your operation too busy in follow-ups and coordination? If your answer for all these questions is…

Managing your business on the move and saving the heavy one time installation cost can be saved by the use of Software as a Service (SaaS) application. It is usually a web based software application hosted at one single…

AMC CONTRACTS Customized Contract Designing Contract Due Calendar & Alerts Multiple T&C Management Support Request Mapping With Contract Follow Up Management

It is time to get updated with the new features of the CRM that can help you track both internal and external activities. You may have tough time managing the business if you are selling globally. Managing business, people,…

AUTO TASK WORKFLOW Multiple Task Trigger on Single Click Task Workflow Automation Task wise Wattage Management Department & Designation Level Configuration Set Precedence for all Multiple Task Set Task wise Estimated “time to complete” for Comparison with actual Timesheet…

If you are in business of procuring the raw material or product trading it is essential to automate the procurement and inventory management process. H-Office helps you in automating the process by enabling you to handle purchase requests, Purchase…

It is evident that marketing is the backbone of any company’s success. If you can market and position your product well in the industry, sales become relatively easier. Automating your marketing process is the need of the hour for…

BAR CODE GENERATION Generate unique Serial Number for any purchase inward material Create BARCODE for every inward items for easily identification Serial No comprise combination of company Code+ Branch Code + GRN No H-Office can track this Serial No…

Hiring a new resource for every additional responsibility is always a challenge for a startup or small business. Hence, it is necessary to manage the tasks by multi-tasking either yourself or by your team ensuring to not affecting your…

It is the most challenging aspect to keep everything handy while you are on move or in sales profession. You need a CRM with smart alert on your phone to improvise the business process and the growth of the…

BIOMETRIC INTEGRATION API Integration with Device Daily Attendance Overtime Management Batch Assignment Based on Attendance Define Leave Policy Assignment of Task, Lead & Support Based on Leave Dashboard Statistic Report

Voucher payment is made for the expenses incurred on a day-to-day basis. Your vouchers can be approved manually or using a proper workflow through an electronic system. If you are a small business, it is easier to manage the…

Yesterday a colleague told me that everyone is talking about CRM Software. With very much curiosity he asked me what is this CRM Software exactly? And how can a Software talk about a customer relationship management! I thought for…

DYNAMIC WEB PORTAL Category wise Product Selection Product wise Price Product wise Profit Margin Product wise Availability Exchange Product Against Unavailability Production Requisition Planning

Are your client documents secured?Are you experiencing poor lead-to-sales conversion ratio? Are you worried of customer retention for your business? Do you think that there is a gap between the vision that you have and the vision that your…

Are your client documents secured?Communication is most important for any business. Apart from Call follow -ups done by Sales people, the best and effective medium to be in touch with the client has been Email, SMS and Whatsapp marketing.…

Are your client documents secured?Client Documents can be very useful to your sales or support staff many times for your sales or service calls. It completely depends on the company policy to share any particular type of document with…

DYNAMIC WEB PORTAL Personalized standard Mobile Responsive theme with your color palate and require changes Publish your products and Services based on category and sub category from H-Office Publish products/ Service image, content and prices from H-office with single…

Help your sales team in being more efficient. Let them invest their time in follow ups and not in unnecessarily struggling with managing appointments manually. Sales team finds it the most difficult task to keep track of each and…

Marketing today is more about an approach that is driven by data and technology. The ways marketer handled the marketing campaigns, have changed a lot in recent past. Marketers took help of certain tools to optimize the marketing campaigns…

Remembering each and everything can be very difficult for any person. People use calendar and task sheets to keep things handy for them to recollect next actions. It is a passive way to reorganizing things but needs to keep…

Email Campaigns are the most effective medium of communication with your clients. You can be in constant touch with them to keep them posted with the New Offers, New features, New milestones achieved, etc. H-Office CRM helps you manage…

Sales is a very important aspect in any business and so is the Sales Person. Tracking your sales employee can have negative impact on his performance and a sense of distrust as well. However it is essential to monitor…

Communication is the Key for any business whether it is internal or external. H-Office is helping various businesses to automate their communications. Well integrated email and sms gateways help client to automate and smoothen the communications. Internal communication can…

EMAIL TO NEW LEAD/SUPPORT CREATION Define your own unique Email Address to Auto Create New Support or Lead Auto creation of new Support/lead with every incoming email Setup default assignee while handling new event when receive incoming email Incoming…

Today most of the service or product based businesses are focused towards achieving primary sales. It is also a fact that many businesses, in order to get the new client on-boarded, miss the importance of touch base with the…

GROUP COMPANY Best suitable for company who want manage multiple companies withcommon employees Select Branch wise letter head while creation of Quotation, sales order Invoice Common users licensing for all group company logins Group Company Management Group Company Wise…

CRM is primarily used for managing leads and sales cycle. H-Office CRM helps Organizations to reach beyond just entering the lead and sales cycle. H-Office CRM accounting module has various functionalities in-built to help manage basic accounting in the…

Are you still using different systems and then depend on manual intervention for having comprehensive reports for your organization? H-Office CRM helps you not only to manage the CRM features but also integrates with the Tally software system. Tally…

Sales team faces various challenges while tracking their leads due to non-availability of right CRM to do the same for them. They expect to use well configured and easy to use CRM to keep track and follow up with…

Customer service is as important as sales for your organization. Not many companies think about post sales management i.e. customer support. Every customer who is dealing with you, may expect prompt service at the moment he needs it. Your…

Managing Accounts is very crucial part for any business. It is most important to choose right platform to manage the accounting entries, standards and follow the best practices. As a businessman, you dont have to worry as maximum things…

Are you a business owner concerned about increasing your revenue? H-Office CRM has helped various businesses like yours in the past to boost not only the top line but also the bottom line. Our automated web based H-Office CRM…

Business to Business is all about building and maintaining the relationship to manage the overall growth. The effectiveness of any business relationship is weighed on the basis of success and failure. Once the business starts expanding at its core,…

Companies operating traditionally have faced various challenges while managing their sales team and team expenses like Voucher Payments. Similarly, Sales teams have always struggled to get their claims on time due to various reasons. H-Officer CRM Voucher Management module…

A prospect is like an unsure contact for your business but it is still very important and hence it is not yet the dropped one. It is important to have regular and proper follow ups with the prospect to…

Manufacturing Industry is the root for many other B2B and B2C industries. Manufacturing industries have always felt shy to use the newest technology and adopt the same in their business processes. H-Office CRM went out of the way to…

CRM can be helpful in many ways right from having central data, consolidating the lead, status of a lead, etc. A CRM with various such modules can boost your sales numbers if you use it to the fullest. H-Office…

In business, you need to really have focused approach towards marketing and sales. It is so essential that you have a proper tracking mechanism for your marketing activities and sales leads.You should track these things almost daily, weekly, and…

Reminder module of H-Office CRM is a dynamic module which keeps you on toes and helps you a lot in being organized. H-Office users can easily login to the CRM with the login credentials and choose to setup reminders.…

Sales is not an end, it is just a beginning of your client relations and a plethora of businesses by ensuring customer satisfaction. If you are in manufacturing or service business and facing the challenge of addressing queries of…

Sales conversions are higher if your sales team is well equipped with the process which is automated via CRM. H-Office CRM has helped various organizations in increasing their sales numbers due to enhanced team performance. Appointment and Time management…

Knowledge Management is most important aspect of any CRM. H-Office takes care of this aspect by connecting marketing, sales, service, product and other relevant process content with each other and departments in the organization. This is the major challenge…

INCOMING EMAILS Manage & Monitor all User Inbox inside H-Office Map Incoming Email with Transaction such as Lead,Task & Support Request Auto Mapping of all Emails with Contact

How easy it is for so many of us today to be undoubtedly full of information yet fully deprived of accurate information Improving information management practices is a key focus for many organizations, across both the public and private…

CRM and Customer Management can go hand in hand. One should know and realize that if you use the best CRM, your customers can be managed well. However many off the shelf CRM products do not suit to diverse…

IVRS AND CTI Click to Call Incoming Call Popup SIP Protocol for Mobile use Call Recording Custom Tune Upload option Multi Level Interactive Voice Response Voice Message

Size of a company does not matter if you are planning to use appointment management software for your business. From Banks to Product companies, small firms to large firms, dealers to subsidiaries, all are using the CRM for improvising…

H-office CRM is not just another CRM helping companies to manage their lead to sales cycle; rather it also does various types of analyses. Companies having multiple sales forces on the field on various locations and for different products…

LIBRARY MANAGEMENT Manage Publications & Books Including “Rack wise” Inventory Search Books on Various Criteria on Basis of Publisher,  Author, MRP & Type of Books Issue and Return Books with the Beneficiary and Issuer  Details Membership Management with Daily…

Are you a Global Business? Are you managing clients in multiple International Locations and in multiple currencies? If the answer to all these questions is yes, you should be managing everything with the easy-to-use CRM platform. You may have…

If you are an ecommerce company and facing difficulty to manage your multiple branches and warehouses, it is time to find out the best suitable solution for your need. It is challenging to add a new branch due to…

You might have come across various challenges while managing multiple currencies and Time zones across your divisions or multiple offices. It also becomes equally difficult in case you have one office but your clients are scattered at multiple locations…

Are you finding it difficult to manage your call center and the team swiftly? You are not alone in this league as many find it tough to handle and so they use some or the other application to manage…

Managing multiple email accounts on various email clients can kill your time and productivity. The similar story can be true for your sales team as well. It is not just about handling the email account but also regarding having…

Are you really worried about managing your next marketing campaign? Marketing Campaign management may be a tedious task to handle especially if it is multi-channel and service inter-linked. In order to reach your customers you may try various methods…

MISS CALL INTEGRATION Define type of Membership Define Subscription on Membership Decide Renewal Membership Online & Offline Registration Event wise Participation (Price List) Label, Envelop, Mail Merge Multiple Ledger & Imprest Account Management

MISS CALL INTEGRATION Select 10 Digit Mobile Number or Toll free Number for missed Call gateway Services Configure missed call interaction as ” New Support Request”   or as a “New Lead” While Handling duplicate “Missed Call”, set “delay…

MOBILE APPS CRM MOBILE APP Manage H-Office Contacts & Prospects as per set privacy Dial phone, Send SMS & Email and track the location over Google map Manage Tasks Creation & Assignment CEO Dashboard Mobile APP Monitor all important…

MULTI BRANCH WAREHOUSE Branch Wise Inventory Management Inter Branch Stock Transfer Management Branch Wise Contact Management Branch Wise Analytics

Benefits of opting for H-Office CRM Transaction Time Conversion Rate Editing Currency Wise Transaction Tracking Contact level Currency & Time Zone Mapping Employee Level Time Zone Mapping

Would you like to take the help of a cloud based CRM that eases several hassles for you? Your answer will be surely yes. Especially when you are saving a lot of cost too along with saving time. H-Office…

You should not believe that CRM is only to manage the lead. You can also manage your project with the help of H-Office CRM. It is too easy to be a part of the entire process of project management…

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…

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,…

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…

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…

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…

Any Business can be driven smoother and faster if sales forecasting is done in a proper way. Entire business depends on the right sales forecasting i.e. from procurement of material to hiring of manpower. As a business, you should…

Inventory management is the toughest task to handle as you will have to maintain your minimum stock keeping in mind the historical data of your sales. You cannot afford to have the status of Out of Stock for your…

Every salesperson aims at closing all the leads to improvise his performance. In reality, a hot lead goes warm and after some time it mostly becomes a cold lead absolutely for no reason. No matter how best your sales…

Setting up a reminder as per your requirement is essential. There are multiple parameters to set up your reminder system in H-Office CRM system. The nature of reminder for various tasks may differ on the basis of the nature…

VOUCHER MANAGEMENT Multiple beneficiary account for customers Opening utilities Part ledger and sub ledgers management On account, sales outstanding and purchase outstanding Part ledger and sub ledgers management Account group and account ledger master Party ledger management Account mapping…

Are you on a growth path in your business but somehow unable to manage the operations smoothly? Are you scared of technological challenges while using automated systems? Leave all your worries aside, H-Office CRM is here to help you…

H-Office CRM helps in easy management of leads for sales professionals. CRM makes life of a sales professional easy as compared to managing the leads on spreadsheets or manually on diary. A sales representative can see the exact status…

CRM helps in maintaining best relationship with the customer. CRM system helps developing relationships stronger with the customers. No matter the size of the company, it can be benefitted in many ways with the help of CRM systems. Many…

We have experienced or heard all great benefits of implementing CRM (Customer Relationship Management) software till date. Software that helps you manages typically your marketing campaigns, sales funnel, customer satisfaction, contacts and internal task activities. Therese no doubt that…

Software-as-a-service (SaaS) is also referred as a cloud based or on-demand practice for any business. SaaS products have been around 2 decades in the industry but the popularity has recently increased and people prefer SaaS based applications over standalone…

Every person runs the business for Profit! If you are in business, you should have the numbers at your fingertips. H-Office CRM helps you to keep the Sales and Purchase numbers handy with you, and this will help you…

Digitalization is everywhere today. Every business is looking to automate their process and reduce the manpower cost as far as possible. Business Owners realize that automation can help them earn better profitability and optimize their resources to the large…

And if the sales executive working restlessly in the office for hours but the growth you seek is missing and the results are devastating and the end it could be cause by; Not getting the enough response of your targeted…

Are you a business owner concerned about increasing your revenue? H-Office CRM has helped various businesses like yours in the past to boost not only the top line but also the bottom line. Our automated web based H-Office CRM…