Sales Fundaa CRM has been developed to manage Sales, Marketing & Support activity. It helps Tele Sales Executive Sales Executive, Sales Manager, Marketing Manager, Area Sales Manager, Sales Head, CEO, Owner etc to manage their work. Through this software, reporting of Sales & Marketing Team, Project Management, Quotation Management, Contact Management, Mass Emailing, Payment Reminder, Complaint Management, Delivery Management, Sales Forecasting etc  will be very easy. 

 

•       Lead Management

•       Contact Management

•       Sales Pipe Line

•       Sales Funnel

•       Sales Forecasting

•       Quotation

•       Invoice

•       Follow Up

•       Bulk Email/ SMS

•       Maintenance after Sales

•       Service Management

•       Renewal Management

•       Task Management

•       Complaint Management

•       Multiple Reminders

•        DSR

•        Communication History

• Reminder and Alerts via Software Notification,  Email or SMS

• Auto Enquiries follow-ups via Software, Email and SMS

• Auto follow-ups for Outstanding Receivables

• Auto Reminder to Re-New the Maintenance 

• Intimation to client in advance about Visit

• Confirmation to client about job completion 

• Send SMS to Service Engineer for their Schedule

• Auto News Letters & Greetings at diff occasions

• Auto Greetings on selected Festivals

• Auto Sending MIS Reports to the Director

• Auto Greetings on Birth Date and Anniversary

• It keeps the track of activities of all users 

• It maintains the daily data backup on its own

• It helps to stop and control unwanted activities

Customized Version

• Module wise costing possible

• Customization also available

• Increase Sales

• Manage Marketing

• Improves Customer  Support

• Improves Relationship with Customer

• Plan Marketing & Service Strategies

• Controls Overheads in Marketing & Services

• Improves Business Communication

• Reporting of Sales & Tele Representative

• Product Specific Lead List

• Lead Source Feedback

• Access all the data in a centralized database from anywhere anytime

• 360 view of the data and leads

• Analyze the database as per your need

• Auto generated real-time reporting

• Analyze the Quotations 

• Filter their reports origin and destination wise

• Systematic way to track business activity effectively

• Understand the actual and potential value of customers

• Define your key customers

• Optimize business workflows.

• Sales Forecasting

• Loss of valuable enquiry due to employee attrition

• Lost opportunity because of lack of follow-up and sales

• Sales Reporting

• Calling Reporting

• Project Assignment

• Payment Reminder

• Create Quotation & Proforma Invoice

• Convert Quotation into Order

• Track customer history with their quotations and Order

• Centralized database with multiple filter 

• Complaints