Pre Sales Management
- Manage multiple Branches, Employee hierarchy
- Customers Data Sheet and data updation module
- Central request Pool (add sales lead to central pool)
- Request Transfer (Branch Wise and hierarchy wise)
- Request Follow-up
- Request Status management and MIS (from cold call, business maturity)
- Maintenance of Daily tasks and meetings.
- Facility of task scheduler and alerts
- Pending task report.
- Send emails and documents through software inbuilt emailing solution.
- Daily work report of Sales Executives
- Enquiries convert into order, Generate sales order with Order No.
- Feed payment details
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