Version 4.12.078 is ready with new features like IRN in GST eWayBill, IMS etc. Please check update page and download it.

CRM Features

CRM is very useful module for any organisation to maintain track of each and every task, activities and follow-up with customer and lead and it is linked with sales order and purchase order management system.

CRM

Key Features

  • Task / Activity, Lead Industries, Lead Source, Lead Masters
  • Task, Activity and Complaint Entry with reminder features
  • CRM Panel is most comprehensive tools which Displays lead or party master information, summary of transaction as  dashboard, transaction details of Task / Activity / Complaint / Enquiries / Quotations / Orders / Invoices, Ledger, Outstanding, Sales and Recoveries, Item Wise Sales
    etc with option of previous years, particular location, only pending etc.

  • Features to Enter Task / Activity of any entry from status enquiry and CRM Panel.

CRM Reports

  • Task Register & Report Pending Task.
  • Activity Register
  • Complaint Register & Report of Pending Complaints.
  • Marketing Mailing

Documents Printing

  • Task To Do
  • Activity Done
  • Complaint Details