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Key Features of SalesFundaa

ENQUIRY MANAGEMENT

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

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

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

INVOICE MANAGEMENT

  • Generates invoice
  • Get overdues & Cform reminder
  • Receive & return payment
  • 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

COMPLAINT MANAGEMENT

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

CONTRACT MANAGEMENT

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

CUSTOMER PORTAL

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