Customer Relationship Management (CRM)

Our CRM is not just about keeping a good relationship with your customers but also a business management tool for small business, startups, freelancers and professionals to handle various activities of their business. Our CRM web application offers you the ability to manage customers, vendors, inventory, services and projects all the way to invoices, payments and expenses. Various business analytics and monthly profit/loss statements, including GST reports, are available to give you an insight into your business.

Modules with some key features in each

• Sales- Manage leads, follow-ups, visits and proforma invoice
• Purchase- Manage vendors, orders and receive goods
• Inventory- Manage items and stocks
• Projects- Manage your projects and tasks
• Services- Manage Annual Maintenance Contracts (AMC), support requests of your customers
• Finance- Manage invoices payments and expenses
• Reports
• Settings

---