XRM

Comprehensive platform for Pre Sales, Post Sales & Operations management

XRM

Sales Order Automation

  • Microsoft word integration for format design
  • Proforma Invoice format design option
  • Terms & Condition, Cover Letters & Product annexure dynamic masters
  • One click copy SO option
  • Revise SO option
  • Quotation to Sales Order Automation
  • Pick List
  • Multiple Price list Management
  • Customer Wise Auto Discounting
  • Real time Order Profitability Calculator
  • Customer & Product wise auto tax applicability
  • Documents, Images, Task and other attachment options
  • Approval Work flow
  • Credit Limit Management (Days & Amount wise)
  • Payment schedule planning & Notifications
  • Delivery schedule planning & Notification
  • Sales Transaction Locking (Contact & Product wise)

 

Sales Invoice Automation

  • Multiple Invoice type management
  • Customer & Product wise sales preference settings (i.e. Form, Invoice Type, Tax Group
  • Terms & Condition, Cover Letters & Product annexure dynamic masters
  • One click copy Invoice option
  • Edit Invoice option
  • Sales Order to Sales Invoice Automation
  • Multiple Price list Management
  • Customer Wise Auto Discounting
  • Real time Invoice Profitability Calculator
  • Customer & Product wise auto tax applicability
  • Documents, Images, Task and other attachment options
  • Approval Work flow
  • Credit Limit Management (Days & Amount wise)
  • Payment schedule planning & Notifications
  • Delivery schedule planning & Notification
  • Sales Transaction Locking (Contact & Product wise)

Delivery Challan

  • Microsoft word integration for format design
  • Multiple DC type management
  • Multiple DC printing option (i.e. Original, Duplicate, Triplicate)
  • Terms & Condition dynamic masters
  • Documents, Images, Task and other attachment options
  • DC change log management

Sales Analytics

  • Quotation Register
  • Sales Order Register
  • Sales Invoice Register
  • DC Register
  • Employee wise sales report
  • Product wise sales report
  • Sales Order pending for Delivery Report
  • Sales Invoice pending for Delivery Report
  • Sales Order pending for Invoice Report
  • Lead to Invoice Report
  • Quotation Analytics Report
  • Sales Order Analytics Report
  • Sales Invoice Analytics Report

It covers all features of Basic CRM, Marketing and Support packs along with Sales Automation