Manufacturing (Machinery) CRM Solution

Product Details

Ideal for any manufacturing (Machinery) – Module includedIndustry served : Packaging machinery mfr. - Import contacts from other software / excel / card scanner / Manual updating of contacts. Distribute contacts end customers,- Auto / manual allocation of leads to sales staff (tele-marketing)- Setup product category / Subcategory and detail description of category- Setup master for features, technical parameters and images- Auto Generation of quote based on selection of product with product features, technical parameters and image. Option to print covering letter.- Email and SMS marketing- Auto reminders for follow-up for every leads. Auto escalation of follow-up in case of non-followup for 3 times- Business analyst tool to generate reports on multiple criteria.- Generate auto proforma Invoice from quote- Generate O.A from proforma Invoice- Generate delivery schedule report