New Version 4.12.075 is ready for GSTR1 HSN Summary for b2b & b2c. Please check update page and download it.

CRM Features

CRM is very useful module for any organisation to maintain track of each and every task, activities and follow-up with customer and lead and it is linked with sales order and purchase order management system.

CRM

Key Features

  • Task / Activity, Lead Industries, Lead Source, Lead Masters
  • Task, Activity and Complaint Entry with reminder features
  • CRM Panel is most comprehensive tools which Displays lead or party master information, summary of transaction as  dashboard, transaction details of Task / Activity / Complaint / Enquiries / Quotations / Orders / Invoices, Ledger, Outstanding, Sales and Recoveries, Item Wise Sales
    etc with option of previous years, particular location, only pending etc.

  • Features to Enter Task / Activity of any entry from status enquiry and CRM Panel.

CRM Reports

  • Task Register & Report Pending Task.
  • Activity Register
  • Complaint Register & Report of Pending Complaints.
  • Marketing Mailing

Documents Printing

  • Task To Do
  • Activity Done
  • Complaint Details