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

Tally Integration

  • Easy Tally Integration
  • Data Migration from Tally
  • Import Tally Data in Seconds

Manufacturing Planning

  • Bill of Material
  • Manufacturing Stage
  • Inspection
  • Inventory

ENQUIRY MANAGEMENT

  • Feed requirement of customers
  • Communication history
  • Track stages 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 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
  • 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 MANAGEMENT

  • Generate Purchase Order
  • Purchase Order List
  • New Purchase Bill
  • Purchase Bill List

ASSETS MANAGEMENT

  • Asset Warranty
  • Asset Maintenance
  • Asset Insurance Record
  • Asset History

PAYROLL MANAGEMENT

  • Attendance Tracking
  • Leaves Management
  • Income Tax & Deductions
  • Generate Pay Slip

TASK MANAGEMENT

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

CONTRACT MANAGEMENT

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

MAINTENANCE

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

ACCOUNTS MANAGEMENT

  • GST Return
  • Debit & Credit Note
  • Manage Expenses
  • Cash Book & Price Book

EMPLOYEE MANAGEMENT

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

COMPLAINT MANAGEMENT

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

PROJECT MANAGEMENT

  • Manage Multiple Projects
  • Better Project Outcomes
  • Manage Project Deadlines
  • Request Approve Stock

Document Management

  • Email Large Documents in Attachment
  • Document Library
  • 50 GB Storage Limit
  • User-defined Access Control

CUSTOMER PORTAL

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

REPORTS

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