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Enterprise CRM


Sales, Inventory, Manufacturing

Enterprise CRM

Enterprise CRM have Pre-Sales, Sales & Dispatch, Inventory, Work order management and some part of manufacturing management. Its covers almost all plant activities.

Enterprise CRM Key Points

  • Customer Management
  • Pre-Sales Management
  • Sales & Order Management
  • Manufacturing
  • Inventory
  • Payment
  • MIS

Customer Management

  • Customer profile
  • Customer Plants Detail
  • Corporate & Plant contact person
  • Customer Strategic Level
  • Customer Special Detail
  • Other installed product & consumable products

Lead & Quotation Management

  • Lead & Sales Enquiry
  • Sales Enquiry Follow-up
  • Sales Enquiry reminders
  • PO detail store
  • Quotation generate with Images
  • Quotation Negotiation & versing
  • Lost Lead/Order History management

Manufacturing

  • Pending item list
  • Indents for PO
  • Order for Raw Materials
  • Create Work order
  • Issue Raw materials from store to Plant
  • Raw material consumption
  • Finished/Semi finished product
  • Machine wise production

Sales & Inventory

  • Dispatch Slip
  • Gate Pass
  • Transport Detail
  • Invoice & eWay Bill
  • Item Return
  • Stock Transfer
  • Raw transfer to Vendor
  • Stock Loss

Payment

  • Customer Payment
  • Invoice wise pending
  • Payment Follow-up
  • Payment Days & Amount Limit
  • Customer Passbook
  • Balance Sheet
  • Pending Reminders
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