ERP For Sales and Service In Mumbai

ERP For Sales and Service In Mumbai

SalesFundaa CRM Sales and Services is Mumbai’s popular cloud based comprehensive software for sales process solution with unmatched flexibility, unbeatable security and a surprising ease of use. SalesFundaa CRM sales and Service is the flagship software of Dial N Search. It is a GST ready software and is equipped with robust Sales tracking tools to empower your business with seamless integration, effortless customization and flawless automation.

Key Features of ERP For Sales and Service In Mumbai

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

INTEGRATION

  • Easy Tally Integration
  • Indiamart.com
  • Tradeindia.com
  • Facebook.com

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

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

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