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    CRM For Service Industry

    ₹ 22,500.00
    SKU: softcfsi
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    “Foundation of your company is always improved services aimed at customer satisfaction”

    Rapid globalization and emergence of new markets has seen a great surge in Service Industry. Most of the industries that manufacture or sell products bearing after-sales -service and warranty as a mandatory requirement of customer service management which play a crucial role in the growth of company

    Major Challenges in Service Industry:
    How to manage customer escalations & complain?
    How to manage Service Level Agreement (SLA)?
    Can we count the after sales support & service Earnings and expenditures?
    How to do prior scheduling for service Engineer’s work (Installations, product services)?
    How to manage all Account at one place?
    Is it possible to define Preventive Maintenance Services automatically?

    Customer satisfaction identifies the standard and quality of your services & company relationship with its customers
    Salesfundaa CRM for service industry is a specific customer centric solution which helps companies, to not only centralize complete customer information also to have a strong feedback management system in customer service process.
    Enterprise can easily inspect service activities, define case nature, set priorities and delegate activities.
    CRM for Service Industry is an intelligent tool to track each and every service activity. It gives you flexibility to manage service operations like amc pending, service engineer’s scheduling, product’s history and Preventive mentainance service visits.
    Best customer service is to help your customer on time. Remembering schedule for 1000’s customers at a time is not possible for human mind. Salesfundaa CRM for service Industry offer task/activity scheduling facility will offer on-screen, mobile and email reminders for activity scheduled and rescheduled to serve your customer.

     

    Key Features of SalesFundaa CRM Software

     

    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

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    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

    MAINTENANCE

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

    TASK MANAGEMENT

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

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book
    • Balance Sheet
    • Profit/ Loss Account

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    CUSTOMER PORTAL

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

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    “Foundation of your company is always improved services aimed at customer satisfaction”

    Rapid globalization and emergence of new markets has seen a great surge in Service Industry. Most of the industries that manufacture or sell products bearing after-sales -service and warranty as a mandatory requirement of customer service management which play a crucial role in the growth of company

    Major Challenges in Service Industry:
    How to manage customer escalations & complain?
    How to manage Service Level Agreement (SLA)?
    Can we count the after sales support & service Earnings and expenditures?
    How to do prior scheduling for service Engineer’s work (Installations, product services)?
    How to manage all Account at one place?
    Is it possible to define Preventive Maintenance Services automatically?

    Customer satisfaction identifies the standard and quality of your services & company relationship with its customers
    Salesfundaa CRM for service industry is a specific customer centric solution which helps companies, to not only centralize complete customer information also to have a strong feedback management system in customer service process.
    Enterprise can easily inspect service activities, define case nature, set priorities and delegate activities.
    CRM for Service Industry is an intelligent tool to track each and every service activity. It gives you flexibility to manage service operations like amc pending, service engineer’s scheduling, product’s history and Preventive mentainance service visits.
    Best customer service is to help your customer on time. Remembering schedule for 1000’s customers at a time is not possible for human mind. Salesfundaa CRM for service Industry offer task/activity scheduling facility will offer on-screen, mobile and email reminders for activity scheduled and rescheduled to serve your customer.

     

    Key Features of SalesFundaa CRM Software

     

    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

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    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

    MAINTENANCE

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

    TASK MANAGEMENT

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

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book
    • Balance Sheet
    • Profit/ Loss Account

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    CUSTOMER PORTAL

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