| CRM extends beyond the traditional CRM functions and enable complete sales cycle management features by integrating Order Management features such as Products, Price Books, Vendors, Sales Quotes, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities.
With the CRM - Order Management features you can achieve the seamless integration between pre-sales and post-sales accounting activities in a single application. In addition, you can also procure goods/services from the selected list of vendors.
Products Catalog
- Manage organization-wide products catalogs and associate each product catalog with other modules for a 360 degrees view
- Customize the products page layout, fields, and related list views as per your organization's requirements
- Attach product-specific documents such as collateral, license agreements, and others
- Export product details to spreadsheet software such as Microsoft Excel, OpenOffice, and others for further analysis
- Create multiple Price Books as per customer segment and associate products with the Price Books
- Procure products from the selected vendors list
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Sales Quotes
- Track outstanding quotes from the quotes list view
- Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
- Select different prices for the same product as per customer segment
- Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
- Create Sales Order or Invoice with a single click from the Sales Quote
- Avoid duplicate work by dynamically displaying the Billing & Shipping addresses and terms & conditions while creating quotes
- Customize sales quote templates as per your organization's requirements
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Orders (Sales Order/Purchase Order)
- Streamline organization-wide procurement and fulfillment processes with an integrated approach
- Track outstanding orders from the Orders list view
- Procure products from the best available Vendors and Manufacturers
- Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
- Customize Purchase Order (PO) and Sales Order (SO) templates as per your organization requirements
- Create invoice with a single click from the Sales Order
- Avoid duplicate work by dynamically displaying the Billing & Shipping addresses and terms & conditions while creating orders
- Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
- Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
- Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the pending orders
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Invoices
- Track outstanding invoices from the Invoices list view
- Customize Invoice print layout and manage multiple invoice templates for different product lines
- Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
- Avoid duplicate work by dynamically displaying the Billing & Shipping addresses, and terms & conditions while creating invoices
- Send printer-friendly invoices to customers using inbuilt email service.
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