Soft office CRM

CRM is a combination of tools, business processes, people and technology to achieve sales goals and customer satisfaction. MIS reports on sales, area wise, executive wise and customer wise can be obtained which can be used in sales enhancement process.

Contact Management

  • Contacts of the organization are maintained in this module. Information includes address, communication details, user definable fields, category, group selection, contact persons details, branch and other office details.

  • History details of the contact can be glanced. Contact Management can be used as a ‘VIRTUAL FILE’ of a customer.

softoffice-contact
front-office

Sales & Customer Support

  • Leads, Enquiries, Tenders, Phone calls, Sales orders, Support calls and Material Inward/Outward details can be keyed at the front office which will be automatically posted to respective modules.

  • Back Office, correspondence, enquiries & quotations integrates with mailing options which allows you to be on a single platform.

  • Quotations can be generated by selecting a Make & Model number. Prices are extracted from the Price Lists module. Quotations, Terms and Conditions Templates are available for easy flow of work.

Front Office, Back Office & Price Lists

  • Sales Orders received can be processed. Order wise dispatches and status can be monitored.

  • Complete customer support related information, reports and status are available at the fingertips. Customer information, Invoice, Serial number, Warranty details can be obtained to offer 100% customer satisfaction.

  • Contact Management, Front Office, Back Office, Sales Order Management & Customer Support modules enhance the sales, provide absolute customer satisfaction and increase the overall sales and efficiency of the enterprise.

softoffice-sales

Soft office CRM - Price List

Plans
  • Company
  • Work Area
  • Users/Employees
  • Modules
  • Administration
  • Contact Management
  • Leads/Enquiries
  • Customer Support
  • Daily Visits
  • Price List
  • Quotations
  • Sales Orders
  • Purchase Orders
  • Works Monitoring
  • Security
 
Basic
Rs 1000 / month
  • Company

    Single

  • Work Area

    Single

  • Users/Employees

    25

  • Modules

  • Administration

  • Contact Management

  • Leads/Enquiries

  • Customer Support

  • Daily Visits

  • Price List

  • Quotations

  • Sales Orders

  • Purchase Orders

  • Works Monitoring

  • Security

Professional
Rs 2200 / month
  • Company

    Single

  • Work Area

    Single

  • Users/Employees

    200

  • Modules

  • Administration

  • Contact Management

  • Leads/Enquiries

  • Customer Support

  • Daily Visits

  • Price List

  • Quotations

  • Sales Orders

  • Purchase Orders

  • Works Monitoring

  • Security

Enterprise
Rs 3400 / month
  • Company

    Single

  • Work Area

    Single

  • Users/Employees

    500

  • Modules

  • Administration

  • Contact Management

  • Leads/Enquiries

  • Customer Support

  • Daily Visits

  • Price List

  • Quotations

  • Sales Orders

  • Purchase Orders

  • Works Monitoring

  • Security