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Accounts & Tax Miners


CRM Software for Sales Management with Pre Sales

Pioneers in the industry, we offer crm software management with pre sales and crm solutions from India.

CRM Software Management with Pre Sales

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CRM Software  Management with Pre Sales
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Product Details:
Brand Accounts & Tax Miners

Being a leader of this domain, we offer CRM Software for Sales Management with Pre Sales to our esteemed clients. Due to its orderly execution within the assured time frame, the CRM Software is highly demanded for sales management with pre sales. We have appointed a team of highly experienced professionals, to execute the offered CRM software within the assured time frame.

Other Details:

  • Systematic execution
  • Execution within the assured time frame
  • CRM can be customized as per the needs of the clients

Proposed Modules & Reports:


  • User Master Add/Edit/View.
  • Customer Master Add/Edit/View.
  • Supplier Master Add/Edit/View.
  • Transport/ Courier Master Add/Edit/View.
  • Godown Master Add/Edit/View.
  • Agent Master Add/Edit/View.
  • Tax Master Add/Edit/View.
  • Tax Group Master Add/Edit/View.
  • Customer Category Master Add/Edit/View
  • Lead Source Master Add/Edit/View
  • Shipper Master Add/Edit/View
  • Shipper Via Master Add/Edit/View
  • Product Master Add/Edit/View.
  • Product Group Master Add/Edit/View.
  • User Rights Control Add/Edit/View.
  • Company Master Add/Edit/View
  • Destination Master Add/Edit/View.
  • Enquiry Type Master Add/Edit/View.
  • AMC Period Master Add/Edit/View.
  • Sales Type Master Add/Edit/View.
  • Data Bank Master Add/Edit/View.
  • Questionnaire for Interview Master Add/Edit/View.
  • Price List Entry Add/Edit/ View (Direct Import from Excel)
  • Sales Target Setting Master Add/Edit/View.
  • Email Content Master Add/Edit/View.
  • Product / Services Enquiry Generate / Capture Add/Edit
  • Product / Services Enquiry Bulk Capture Import from Excel.
  • Product / Services Enquiry Allocation Add/Edit
  • Product / Services Enquiry Status (View to Respective User and Authority)
  • Product / Services Enquiry Status Update / Quotation
  • Quotation Approval Stage I
  • Quotation Approval Stage II
  • Product / Services Enquiry Status Negotiation
  • Quotation Approval Stage I
  • Quotation Approval Stage II
  • Approved Quotation Conversion
  • Sales Order Generation Add/Edit/View
  • Sales Order Approval Stage I
  • Sales Order Approval Stage II
  • Sales Order Confirmation from Client Status.
  • Sales Order Convert to Purchase Order Add/Edit.
  • Purchase Order Approval Add/Edit.
  • Purchase Order Acceptance Add / Edit. xix. Purchase Bill Booking Add/Edit.
  • Sales Order Process for Billing Approval
  • Challan Generation for Dispatch Add/Edit/View
  • Sales Bill Generation Product Add/Edit/View
  • Sales Bill Generation Service Add/Edit/View
  • Sales Delivery Confirmation
  • Outstanding Payment Follow up View.
  • Site / Project Status Update
  • Customer Service Call Report
  • Traveling Expenses Booking Add/Edit/View
  • Bank Receipt / Payment Add/Edit/View
  • Daily Task Manager View (Dashboard as per user)
  • Complaint Registration & Allocation Add/ Edit
  • Complaint Status Add / Edit.
  • AMC / Service Contract Follow ups Due for Renewals.
  • Quotation Approval Stage I
  • Quotation Approval Stage II
  • Approved Quotation Conversion
  • Sales Order Generation Add/Edit/View
  • Sales Order Approval Stage I
  • Sales Order Approval Stage II
  • Sales Order Convert to Purchase Order Add/Edit.
  • Sales Order Process for Billing Approval
  • Sales Bill Generation Service Add/Edit/View (Auto On Period Bassis)
  • Approval Pending Status (Product / Service / stage / Stage II)
  • Interview Candidate Data Entry
  • Interview Candidate Exam Sheet.
  • Interview Candidate Result & Feedback
Yes! I am interested

CRM Solutions

REQUEST CALLBACK

CRM Solutions
Ask for Price

Thanks for Contacting Us.

Product Details:
Brand Accounts & Tax Miners
Installation Service NeededYes

we offer the optimum quality of product. Known and valued for its easy operation. The product is procured from reliable vendors of the industry. Being a quality focused name, the quality of the product is never compromised at our end.
Yes! I am interested

 
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Accounts & Tax Miners
Jayesh N. Sonpal (CEO)
C/7, Sunder Bhuwan, Sarojini Naidu Road , Kandivali West,
Mumbai - 400067, Maharashtra, India
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