CRM Software for Import and Export

CRM stands for “Customer Relationship Management” and it is a software that stores customer contact information like names, addresses, and phone numbers. It is the best customer management software for small import and export companies who keep track of customer activity like website visits, phone calls, email, and more. CRM Software for Import and Export enables the process of tracking and analyzing all of the interactions you have with your customers and prospects locally as well as internationally.

Modules of Sales Fundaa CRM Software for Import and Export

    Organisation Management
  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Communication History
  • New Rough Data
  • New Lead List- Interested enquiries
  • New Client List- Existing Client
  • Bulk Assign
  • Multiple Branches
    Enquiry Management
  • Enquiry – Product wise & Service wise
  • Bulk Enquiry Assign
  • Communication history
  • Track stages of enquiry & lost reasons
  • Reminder & Appointment
  • Aging Report
  • Enquiry Status
  • Transfer Enquiry
  • Sales Forecasting
  • Enquiry overview
  • Track stages of enquiry & lost reasons
    Contact Management
  • Feed requirement of customers
  • Communication history
  • Reminder & Appointment
    Customer Mapping
  • New Customer mapping by reference on field
  • Product Category
  • Suggested Principle
  • Database Link
  • Assign
    Quotation Management
  • Seamlessly generates price quote
  • Link quotes to organizations & contacts
  • Quotation status
  • Convert quotation to invoice
  • Download or send in PDF format
  • Track stage & customized design
  • Aging Report
    Sales Order
  • Convert invoice to sales order
  • Download or send in PDF format
  • Track stage & customize design
    Tender
  • Tender Source
  • Tender Status
  • Multiple Report
    SCR: Sales Contract Review (Estimation of Product Purchased whether Profit or Loss)
  • SCROB List: List of Sales Contract Review Order Booking
  • SCROP List: List of Sales Contract Review Order Pending
  • SCROE List: List of Sales Contract Review Order Execution
    Invoice
  • Proforma Invoice
  • Convert to Tax Invoice, Sales Order & Challan
  • Status
    Claim
  • Meeting claim for Sales
  • Visit claim for Services
  • Meeting Claim Local
  • Meeting Claim Interstate
  • Meeting Claim International

Supply chain management enables enterprises to source the materials necessary to create a product or service and deliver that product or service to customers.
Features for CRM Import Export Software for Supply Chain Management

SCR - Sales Contract Review

PCR - Principal Contract Review

RGP - Return Gate Pass

Dispatch

  • Dispatch list
  • Dispatch Tracking

Audit

Vendor

  • New Vendor Data Lead updation
  • View Vendor List

Store

  • Stock
  • Demo Stock
  • Master Callibration

Challan

  • Generate Delivery Challan
  • Challan Status
  • Download & Email Challan
  • Edit the Challan

Purchase Order

  • Vendor History
  • Purchase Order
  • Purchase Order Status

Service Module
Features for CRM Import Export Software for Service Module

Dispatch

  • SCR /PCR No update
  • Installation details update
  • Status

Maintenance

  • Checklist
  • Installation
  • Products in warranty
  • Calibration
  • AMC

RMA - Return Material Authorization

  • RMA /SCM Date
  • Instrument dispatch detail
  • Material dispatch detail
  • Status

Ticket

  • Ticket List
  • Assigned Engineers
  • Ticket status
  • Ticket Id
  • Assigned Visits

Job Work

  • Estimate
  • Material Inward
  • Checklist
  • Job Work Status
  • Quotation
  • Tax Invoice
  • Delivery Challan

TASK MANAGEMENT

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

HR MANAGEMENT

  • Recruitment
  • Employee List
  • Document
  • Salary
  • Vehicle request
  • Material Request
  • Target
  • Attendance

Approval

  • Enquiry Approval
  • Quotation Approval
  • Sales Order Approval
  • Audit Approval
  • RGP Approval
  • Leave Approval
  • Vacancy Approval
  • Material Request Approval
  • PCR Approval
  • SCR Approval
  • Ticket Approval
  • Tender Approval
  • Meeting Approval
  • Meeting Claim Approval
  • Job Work Approval

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