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We
don’t predict future
we design it.
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Our
CRM has the following Modules:
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An
in-depth Details about the customers.
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Client
detail.
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Contact
Detail - You can maintain multiple
contacts for each client.
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Profiling
– This module allows the end user
customize the business profile and
personal profiles.
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Address
Detail – Multiple Address can be
recorded for each clients.
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Customer
History / Background.
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Notes
/ tracking.
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Segments.
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Categories.
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Events.
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Route
Plan.
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Activity
Log.
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Profiling |
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Profiling
Template : Allows the end user to
design his/her own set of profiling
templates for business and personal.
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Set
of question to be asked and the
dropdown list of possible answers
for these questions.
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Business
Profiles – Customer’s Business related.
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Personal
Profiles – Contact person’s related.
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| ERM |
| Enterprise
Relationship module consist of : |
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Reports
– Various reports derived from
our CRM Database or any other external
source through our Legacy module.
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Labels
– Printing Label and mail merge.
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Correspondence
- Centralized correspondence module.
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Legacy
: an unique module to build the
bridge between your existing applications
and our CRM. This module can talk
to any of your existing window’s
application.
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HRM
module consist of the following details:
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Employee
basic details.
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Personal
Information.
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Family
background.
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Educational
background.
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Training
undergone during his tenure.
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Experience
details.
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Strength
and Weakness.
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Categories.
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Toolkit/Resource
allocated.
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Pay-scale.
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Communications.
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Activity
module consist of all the activities related
to customers, activities related employees and
other activities.
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Inbound
call.
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Outbound
Call.
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Quotation.
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Visit.
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Appointment.
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Follow-up
and,
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Others
(customizable).
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Query
Builder.
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Report
Builder.
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Profile
Builder.
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Masters.
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Planner.
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