Key Features of SalesFundaa CRM Software

ORGANIZATION MANAGEMENT

  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Communication history
  • Reminder & Appoinment

CONTACT MANAGEMENT

  • Bulk Import & Export
  • Send Bulk Email & SMS
  • Auto birthday & anniversary wishes
  • Reminder & Appoinment

ENQUIRY MANAGEMENT

  • Feed requirement of customers
  • Communication history
  • Track stage of enquiry & lost reasons
  • Reminder & Appoinment

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

PROFORMA INVOICE

  • Generate New Proforma Invoice
  • View Proforma Invoice List
  • Edit/Delete Proforma Invoice
  • Transfer Ownership

TAX INVOICE MANAGEMENT

  • GST inbuilt
  • Generate Invoice
  • Get Overdues Alerts
  • Download or send in PDF format
  • Track stage & customized design

SALES ORDER MANAGEMENT

  • Convert invoice to sales order
  • Download or send in PDF format
  • Track stage & customized design

DELIVERY CHALLAN

  • Generate delivery Challan
  • 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

PURCHASE

  • Easy generation of new purchase order
  • Purchase order list
  • New purchase bill
  • Purchase bill list

CONTRACT MANAGEMENT

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

MAINTENANCE CONTRACT

  • Product Installation
  • Preventive Maintenace
  • Contract Renewal
  • Assign Engineer

PROJECT MANAGEMENT

  • Manage multiple projects
  • Better manage project outcomes
  • Request Approve Stock

EMPLOYEE MANAGEMENT

  • Add a New Employee
  • Manage Employee List
  • Manage Employee Group
  • Manage Employee Shift
  • New Product Request

COMPLAINT MANAGEMENT

  • Open & close complain
  • Communication history with customer
  • Customer portal login
  • Customer can open & close complain

ACCOUNTS MANAGEMENT

  • Manage Employee Salary
  • Generate Pay Slip
  • Manage Expenses
  • Debit & Credit Note

CUSTOMER PORTAL

  • Seprate customer panel to open complain & view his invoices, quotes, enquiry, complains, contacts, meetings and upcomming & expiring services

REPORTS

  • Generate Custom Report
  • Sales/Purchase Reports
  • Sales Calling Reports
  • Other Multiple Reports