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    CRM for SME

    ₹ 22,500.00
    SKU: softcsme
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    SMEs are the future of innovation bringing revolutions in the world of business and technology in many ways. Over the years the country has seen a great surge in incorporations of SMEs with quiet a sizeable number of these SMEs contributing to industrial output and another few that were delivering exports outside and contributing significantly to India's GDP.
    But SME’s also have to face challenges while trying to meet the needs of the fast growing demands from consumers. Keeping these challenges in mind Salesfundaa CRM software for SME’s was brought into existence to aid SME’s to compete for their share with larger organizations on the same global business platform. It is essentially aimed at extending the advantages of high-level benefits that big organizations gain from technological advances and rid the SME of the deprivation so they get to compete in the market with same level of computing infrastructural advancement..
    Salesfundaa CRM software serves mainly the four purposes that SME’s are looking for to derive from its software output.
    Strength of Communication: Keep everyone in loop anywhere, any time and on any device
    Productivity of Employees: helps you in creating accountability and responsibility.
    Streamlining of Processes: helps streamlining internal business processes helping an organization understand their operational position and work requirements minutely
    Management of Information: Strong business analytics of coupled with a sound data management system supports a business through enabling managers take proactive decisions

    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

    CONTRACT MANAGEMENT

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

    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
    • Profit/ Loss Account
    • Balance Sheet

    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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    SMEs are the future of innovation bringing revolutions in the world of business and technology in many ways. Over the years the country has seen a great surge in incorporations of SMEs with quiet a sizeable number of these SMEs contributing to industrial output and another few that were delivering exports outside and contributing significantly to India's GDP.
    But SME’s also have to face challenges while trying to meet the needs of the fast growing demands from consumers. Keeping these challenges in mind Salesfundaa CRM software for SME’s was brought into existence to aid SME’s to compete for their share with larger organizations on the same global business platform. It is essentially aimed at extending the advantages of high-level benefits that big organizations gain from technological advances and rid the SME of the deprivation so they get to compete in the market with same level of computing infrastructural advancement..
    Salesfundaa CRM software serves mainly the four purposes that SME’s are looking for to derive from its software output.
    Strength of Communication: Keep everyone in loop anywhere, any time and on any device
    Productivity of Employees: helps you in creating accountability and responsibility.
    Streamlining of Processes: helps streamlining internal business processes helping an organization understand their operational position and work requirements minutely
    Management of Information: Strong business analytics of coupled with a sound data management system supports a business through enabling managers take proactive decisions

    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

    CONTRACT MANAGEMENT

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

    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
    • Profit/ Loss Account
    • Balance Sheet

    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