Improsys

CRM Software, Web Based CRM Software, CRM for Manufacturing, CRM for Industries from Improsys Pune.

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    Customer Relationship Management (CRM):

    Specifications of CRM Software:

        1.     Customer Management:

             a.  New Customer Master Creation.
       b.  Edit existing Customers.
       c.  Add Multiple addresses of customer.
       d.  Add Multiple Contact Details of customer
.
       e.  Define Tax structure applicable for customer.
        f.  Define Customer�s Excise, VAT Registration numbers.
       g.  Facility to define customer item codes and price list for customer
       h.  City wise customers report
        i.  State wise customer report
        j.  Sales person wise customer report

       2.  Item Management:

          a.  New Item master creation.
       b.  New Item Group master creation.
       c.  New Item category master creation.
       d.  New Item specification master creation.
       e.  Item category vs. Specification master entry.
        f.  Facility to define fixed and variable specification for Item.
       g.  Facility to define standard pricing for items.
       h.  Facility to view item details on screen

       3.  Enquiry Management:

          a.  New enquiry creation.
       b.  Auto address from customer master.
       c.  Facility to update ,add, remove existing addresses for enquiry.
       d.  Auto contact from Customer master.
       e.  Facility to update ,add, remove existing contacts for enquiry.
       f.   Facility to update internal and external notes.
       g.  Facility to upload documents for enquiry.
       h.  Facility to provide multiple references for item.
       i.   Facility to add multiple items in enquiry.
       j.  Auto addition of specifications from Item master.
       k.  Facility to update /delete specifications for enquiry.
       l.   Facility to add new specification in enquiry.
       m. Facility to upload documents for each item.
       n.  Facility to add multiple notes for item.
       o.  Facility to send generated enquiry on email to all contacts defined for enquiry.
       p.  Facility to send SMS alerts on mobile to all contacts defined for enquiry.
       q.  Facility to print and reprint enquiry document.
       r.  MIS Report:
             1.  Customer wise enquiry report.
             2.  Item wise enquiry report.
             3.  Date wise enquiry report.
             4.  Status wise enquiry report.
             5.  Sales person wise enquiry report.
 

       4.  Quotation Management:

           a. New quotation creation.
       b.  Auto address from customer master.
       c.  Facility to update ,add, remove existing addresses for quotation.
       d.  Auto contact from Customer master.
       e.  Facility to update ,add, remove existing contacts for quotation.
        f.  Facility to update internal and external notes.
       g.  Facility to upload documents for quotation.
       h.  Facility to provide reference of enquiry and select enquired items in quotation.
        i.  Facility to provide multiple references for quotation.
        j.  Facility to add multiple items in quotation.
       k.  Auto addition of specifications from Item master.
        l.  Facility to update /delete specifications for quotation.
      m.  Facility to add new specification in quotation.
       n.  Facility to add tax structure for item.
       o.  Facility to upload documents for each item.
       p.  Facility to add multiple notes for item.
       q.  Facility to send generated quotation on email to all contacts defined for quotation.
        r.  Facility to send SMS alerts on mobile to all contacts defined for quotation.
       s.  Facility to print and reprint quotation document.
        t.  MIS Report:
       
             1.  Customer wise quotation report.
             2.  Item wise quotation report.
             3.  Date wise quotation report.
             4.  Status wise quotation report.
             5.  Sales person wise quotation report.
 

      5.  Order Management:

           a. New Order creation.
       b.  Auto address from customer master.
       c.  Facility to update ,add, remove existing addresses for Order.
       d.  Auto contact from Customer master.
       e.  Facility to update ,add, remove existing contacts for Order.
        f.  Facility to update internal and external notes.
       g.  Facility to upload documents for Order.
       h.  Facility to provide multiple references for item.
        i.  Facility to add multiple items in order.
        j.  Auto addition of specifications from Item master.
       k.  Facility to update /delete specifications for Order.
        l.  Facility to add new specification in Order.
      m.  Facility to add tax structure for item.
       n.  Facility to upload documents for each item.
       o.  Facility to add multiple notes for item.
       p.  Facility to send generated quotation on email to all contacts defined for Order.
       q.  Facility to send SMS alerts on mobile to all contacts defined for Order.
        r.  Facility to print and reprint Order document.
        s.  MIS Report:
       
             1.  Customer wise Order report.
             2.  Item wise Order report.
             3.  Date wise Order report.
             4.  Status wise Order report.
             5.  Sales person wise Order report.

       6.  Invoice Management:

           a. New Invoice creation.
       b.  Auto address from customer master.
       c.  Facility to update ,add, remove existing addresses for Invoice.
       d.  Auto contact from Customer master.
       e.  Facility to update ,add, remove existing contacts for Invoice.
        f.  Facility to update internal and external notes.
       g.  Facility to upload documents for Invoice.
       h.  Facility to provide multiple references for item.
        i.  Facility to add multiple items in Invoice.
        j.  Auto addition of specifications from Item master.
       k.  Facility to update /delete specifications for Invoice.
        l.  Facility to add new specification in Invoice.
      m.  Facility to add tax structure for item.
       n.  Facility to upload documents for each item.
       o.  Facility to add multiple notes for item.
       p.  Facility to send generated quotation on email to all contacts defined for Invoice.
       q.  Facility to send SMS alerts on mobile to all contacts defined for Invoice.
        r.  Facility to print and reprint Invoice document.
        s.  MIS Report:
       
             1.  Customer wise Invoice report.
             2.  Item wise Invoice report.
             3.  Date wise Invoice report.
             4.  Status wise Invoice report.
             5.  Sales person wise Invoice report.


7.  Support Management:

           a. New support request creation.
       b. Identification of Free support,AMC Request,Paid request alert from order
            management.
       c.  Auto address from customer master.
       d.  Facility to update ,add, remove existing addresses for support request.
       e.  Auto contact from Customer master.
       f.  Facility to update ,add, remove existing contacts for support request.
      g.  Facility to update internal and external notes.
      h.  Facility to upload documents for support request.
       i.  Facility to provide multiple references for item.
       j.  Facility to add multiple items in support request.
      k.  Auto addition of specifications from Item master.
       l.  Facility to update /delete specifications for support request.
     m.  Facility to add new specification in support request.
      n.  Facility to add tax structure for item.
      o.  Facility to upload documents for each item.
      p.  Facility to add multiple notes for item.
      q.  Facility to send generated quotation on email to all contacts defined for support
           request.
       r.  Facility to send SMS alerts on mobile to all contacts defined for support request.
      s.  Facility to print and reprint support request document.
      t.  MIS Report:
       
             1.  Customer wise support report.
             2.  Item wise support report.
             3.  Date wise support report.
             4.  Status wise support report.
             5.  Sales person wise support report.

     8.  Work flow Management:

           a. On login pending list of documents for a day will be displayed.
       b.  Urgent list of documents on which no action taken in last week are displayed.
       c.  Status wise list of documents displayed on dashboard.
       d.  Facility to update status, next due date and notes in dashboard.
       e.  Facility to update status, next due date and notes in dashboard.
 

    9.   Performance Management:

           a. Sales person wise Enquiry Summary for a period.
       b. City wise enquiry Summary for a period.
       c.  State wise enquiry Summary for a period.
       d.  Product wise enquiry Summary for a period.
       e. Customer wise enquiry summary report for a period.
       f.  Sales person wise Quotation Summary for a period.
      g.  City wise quotation Summary for a period.
      h.  State wise quotation Summary for a period.
       i.  Product wise quotation Summary for a period.
       j.  Customer wise quotation summary report for a period.
      k.  Sales person wise Order Summary for a period.
       l.  City wise order Summary for a period.
     m.  State wise order Summary for a period.
      n.  Product wise order Summary for a period.
      o.  Customer wise order summary report for a period.
      p.  Service person wise Order Summary for a period.
      q.  City wise support Summary for a period.
       r.  State wise support Summary for a period.
      s.  Product wise support Summary for a period.
      t.  Customer wise support summary report for a period.
      u. Monthly Graphical Summary reports.

 

 

System Requirements:

  • Microsoft Windows XP or Server.
  • Microsoft Dot Net Framework 2.0.
  • IIS Server 5.1
  • Microsoft Office 2000 (or higher)/ SQL Server 2000.
    Microsoft Internet Explorer 6.0.
  • Pentium IV (or higher).
  • RAM 2048 MB
  • Graphic 1024768/True color(24-bit).

Network Configuration:

         Internet Connectivity 256 KBPS       Broadband/
         Lease line (Depending on Number of    Users)
 


   Improsys, A-29, Jai Ganesh Vision, A wing, Ground floor, Akurdi,  Pune-411035, Maharashtra, India.

Contact: info@improsys.in     Mobile:8055985986 / 7720022233   

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