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Below are the modules that we offer. Every module can be customized to perfectly fit your business

Leads Module

Leads

Track & manage lead details & follow-ups

Customers Module

Customers

Track & manage customer details & follow-ups

Inventory Module

Inventory

Manage product / service details & keep a track of inventory

Quotations Module

Quotations

Create & send quotations to leads through the app

Orders Module

Orders

Create & keep a track of orders made via the app

Billing Module

Billing

Create & keep a track of bills made via the app

Payments Module

Payments

Keep a track of all payments made by your business

Calls Module

Calls

Manage follow-up calls with leads, customers, etc

Meetings Module

Meetings

Manage follow-up meetings with leads, customers, etc

SMS Module

SMS

Send follow-up sms to leads, customers, etc. via the app

Emails Module

Emails

Send follow-up emails to leads, customers, etc. via the app

Tasks Module

Tasks

Create, assign, manage & track tasks

Sales Targets Module

Sales Targets

Set, Track & manage company & employee sales targets

Incentives Module

Incentives

Set & manage sales team incentives with respect to achieved targets

Vendors Module

Vendors

Track & manage vendor details & communication

Contacts Module

Contacts

Create & manage contacts

Notices Module

Notices

Create & manage notices that can be seen by all users

Income Module

Income

Track & manage company income details

Expenditure Module

Expenditure

Track & manage company expenditure details

HR Module

HR

Add, manage & keep a track of employee details

Users Module

Users

Create & manage CRM users & their access rights

Reports Module

Reports

View & export customized business reports

View CRM Modules in Action