Enterprise CRM have Pre-Sales, Sales & Dispatch, Inventory, Work order management and some part of manufacturing management. Its covers almost all plant activities.
Enterprise CRM Key Points
Customer Management
Pre-Sales Management
Sales & Order Management
Manufacturing
Inventory
Payment
MIS
Customer Management
Customer profile
Customer Plants Detail
Corporate & Plant contact person
Customer Strategic Level
Customer Special Detail
Other installed product & consumable products
Lead & Quotation Management
Lead & Sales Enquiry
Sales Enquiry Follow-up
Sales Enquiry reminders
PO detail store
Quotation generate with Images
Quotation Negotiation & versing
Lost Lead/Order History management
Manufacturing
Pending item list
Indents for PO
Order for Raw Materials
Create Work order
Issue Raw materials from store to Plant
Raw material consumption
Finished/Semi finished product
Machine wise production
Sales & Inventory
Dispatch Slip
Gate Pass
Transport Detail
Invoice & eWay Bill
Item Return
Stock Transfer
Raw transfer to Vendor
Stock Loss
Payment
Customer Payment
Invoice wise pending
Payment Follow-up
Payment Days & Amount Limit
Customer Passbook
Balance Sheet
Pending Reminders
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