SalesFundaa CRM Software

A more cost-effective and practical solution for small, medium and large scale enterprises


About SalesFundaa CRM

SalesFundaa is a Customer Relationship Management (CRM) software powered by Dial N Search Pvt. Ltd. We at SalesFundaa have created an excellent CRM software which is easy to use and will take care of your daily business activities.

SalesFundaa CRM software simplifies and automates your day to day business activities and is developed keeping in mind of the challenges faced in Indian Businesses.

Track and record customer data, sales lead, automate sales, marketing and customer support; create GST ready invoices, challan, quotation, purchase order; manage enquiries, contacts, projects; manage employees, vendors and accomplice relationship and many other features. This will help you meet your overall business goal and most importantly increase sales. Plus you can also integrate Tally with SalesFundaa CRM where you can import data from Tally to CRM

SalesFundaa is the leading and the best CRM Software Services in India, best suited for start-ups, small and medium scale enterprise. We have clients all over India.

Give your business a boost with SalesFundaa CRM software service. Schedule a free demo today!

Key Features of SalesFundaa CRM Software

ORGANIZATION MANAGEMENT

  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Communication History
  • Reminder & Appoinment

CONTACT MANAGEMENT

  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Auto Birthday & Anniversary wishes
  • Reminder & Appoinment

Tally Integration

  • Easy Tally Integration
  • Data Migration from Tally
  • Import Tally Data in Seconds

Manufacturing Planning

  • Bill of Material
  • Manufacturing Stage
  • Inspection
  • Inventory

ENQUIRY MANAGEMENT

  • Feed requirement of customers
  • Communication history
  • Track stages of enquiry & lost reasons
  • Reminder & Appoinment

QUOTATION MANAGEMENT

  • Seamlessly generates price quote
  • Link quotes to organizations & contacts
  • Convert quotation to invoice
  • Download or send in PDF format
  • Track stage & customized design

PROFORMA INVOICE

  • Generate New Proforma Invoice
  • View Proforma Invoice List
  • Edit/Delete Proforma Invoice
  • Transfer Ownership

TAX INVOICE MANAGEMENT

  • GST inbuilt
  • Generate Invoice
  • Get Overdue Alerts
  • Download or send in PDF format
  • Track stage & customize design

SALES ORDER MANAGEMENT

  • Convert invoice to sales order
  • Download or send in PDF format
  • Track stage & customize design

DELIVERY CHALLAN

  • Generate Delivery Challan
  • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

WORK ORDER MANAGEMENT

  • Create New Work Order
  • View Work Order List
  • Edit/Delete Work Order

PURCHASE MANAGEMENT

  • Generate Purchase Order
  • Purchase Order List
  • New purchase Bill
  • Purchase Bill List

ASSETS MANAGEMENT

  • Asset Warranty
  • Asset Maintenance
  • Asset Insurance Record
  • Asset History

PAYROLL MANAGEMENT

  • Attendance Tracking
  • Leaves Management
  • Income Tax & Deductions
  • Generate Pay Slip

TASK MANAGEMENT

  • Manage Multiple Tasks
  • Assign Tasks
  • Task Deadlines
  • Better Task Outcomes

CONTRACT MANAGEMENT

  • Add, edit & delete contracts
  • Get upcoming services & expiry alerts
  • Auto notify customers for renewal
  • Active and expired contracts

MAINTENANCE

  • Product Installation
  • Preventive Maintenace
  • Contract Renewal
  • Assign Engineer

ACCOUNTS MANAGEMENT

  • GST Return
  • Debit & Credit Note
  • Manage Expenses
  • Cash Book & Price Book

EMPLOYEE MANAGEMENT

  • Add a New Employee
  • Manage Employee List
  • Manage Employee Group
  • Manage Employee Shift
  • New Product Request

COMPLAINT MANAGEMENT

  • Open & close complaint
  • Communication history with customer
  • Customer portal login
  • Customer can open & close complaint

PROJECT MANAGEMENT

  • Manage Multiple Projects
  • Better Project Outcomes
  • Manage Project Deadlines
  • Request Approve Stock

Document Management

  • Email Large Documents in Attachment
  • Document Library
  • 50 GB Storage Limit
  • User-defined Access Control

CUSTOMER PORTAL

  • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcomming & expiring services

REPORTS

  • Generate Custom Report
  • Sales/Purchase Reports
  • MIS Report
  • Other Multiple Reports

Our Focus Customer Satisfaction

Customer satisfaction is seen as a key differentiator and increasingly has become a key element of business strategy. We at SalesFundaa CRM values these ethics.

With the help of SalesFundaa CRM software service you can reduce business costs and increase profitability and in turn get a huge return on investment (ROI). It can manage your enquiries, quotations, complaints, contracts, invoices, contacts, sales orders, customer portal and many more with ease.

YEARS IN THE MARKET
HAPPY CLIENTS
Team Member
PROJECTS

SalesFundaa Testmonials

Mr. Sharad Patil
Mr. Sharique Khan
Mr. Durganandan Jha
Mr. Bhavesh Sojitra

Compare Our Plans

STARTER

INR 1000/month

  • One User
  • 1 GB Free Space
  • Email Support : Yes
  • Telephone Support : Yes
  • Setup Fee INR 25,000/-

ELITE

INR 10,000/month

  • Unlimited User
  • 50 GB Free Space
  • Email Support : Yes
  • Telephone Support : Yes
  • Setup Fee INR 25,000/-