CRM Solution

Customer and Vendor Relation Management

customer and vendor
  • Registration of Customers for services
  • Registration of vendors for materials/ services purchase
  • Complete profiling registration
  • Segregation on the basis of classification
  • Complete history of orders and invoices 
  • Easy search for vendors and customers
  • Unique identification number assigned to customers and separate to vendors

Business Development

business development
  • Registration of company details
  • Registration of concerned contact person in company
  • Registration of project/ prospective project with that company
  • Various business opportunities (BO) details like:
    • BO Name
    • Start date
    • Estimated cost of project
    • Description of project
    • Upload option of relevant documents
  • Assigning BO to particular business manager in company
  • A very unique feature is Followup Date. This setup a date on which follow up action is to be taken along with some followup message. On that particular date, an email notification will go to concerned business manager for follow up action
  • Set up multiple reminders

Project Management

project management
  • Once a business opportunity is converted to a project, it is then managed by this module
  • Defining various segments of projects
  • Assigning a team with team leader and other team members 
  • Assigning tasks to various members and deadlines
  • Automatic follow up with team members on deadlines
  • Regular progress on all tasks and team members

HR - Employees segregation based on different companies

  • Registration of various companies in case of group of companies
  • Registration of various departments
  • Registration of various employees in those departments
  • Setting hierarchies of employees
  • Customized rules related to permissions and approvals


  • Invoice
    • Customized invoices for customers
    • Flexible taxes formulae
    • Automatically generation of unique invoice number on standard pattern
    • Database of all records for ease recalling of data
  • Purchase Orders (PO)
    • PO for vendors
    • Automatic data retrieval from database for vendor information
    • Interrelation with finance module for payments and updates
  • Payroll
    • Salary packages registration
    • Number of working days
    • Number of holidays
    • Paid leaves
    • Un-paid leaves
    • Medical leaves
    • Calculation of monthly salaries automatically on the basis of above fields

Group of companies registration

companies registration
  • Individual registration of companies under common group
  • Segregation of departments and employees
  • Segregation of POs, invoices and payroll slips
  • Interconnectivity of processes amount various companies

Multiple services and their processes registration

multiple services
  • Registration of various services offered to customer
  • Registration of service packages
  • Assigning packages to customers in groups

Service delivery including ticketing process in troubleshooting

    • Complaint request generation
    • Complaint associated with customer 
    • Assigning of task to particular technician
    • Clubbing same complaints into a group complaint
    • Automatic notification on service request completion
    • Prioritizing the service requests on the basis on urgency

The entire solution is modular and can be customized completely according to requirement.

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