ERP For Sales and Service

SalesFundaa ERP software for Sales and Service is devised for practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers thereby assisting in customer retention. It is India’s top ERP software with an automated streamlined business process to generate potential sales opportunity for the business during a sales cycle. SalesFundaa ERP Sales and Service software facilitates Lead Capture, Account Creation, Contact setup, Opportunity management, Product Catalog, Quote Management, Order Management, Invoice Management and Service Management. It is a complete Sales Management Software. Additionally it also serves as a best ERP Software.

Key Features of ERP For Sales and Service

ORGANIZATION MANAGEMENT

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

CONTACT MANAGEMENT

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

ENQUIRY MANAGEMENT

  • Enquiry
  • Communication history
  • Track stages of enquiry & lost reasons
  • Reminder & Appoinment
  • Aging Report

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
  • Aging Report

PROFORMA INVOICE

  • Proforma Invoice
  • Convert to Tax Invoice, Sales Order & Chalan
  • Status

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

MAINTENANCE

  • Product Installation
  • Preventive Maintenace
  • AMC
  • Service Alert
  • Active and expired Product List

WORK ORDER MANAGEMENT

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

PURCHASE MANAGEMENT

  • Indent
  • Vendor Classification
  • Vendor History
  • Purchase Order
  • Purchase Bill

ASSETS MANAGEMENT

  • Asset List
  • Asset in Warranty with Service Record
  • Asset in Maintenance with Service Record
  • Asset Insurance Record
  • Asset History
  • Valuation

CONTRACT MANAGEMENT

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

PAYROLL MANAGEMENT

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

TASK MANAGEMENT

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

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