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Customer Relationship Management

  • Customer requests through different platforms like Google Ads, FB etc. we have provided our API for landing those leads in our application.
  • Back office executive will approach the customer and after discussion completes the customer information


    • Lead Management

    • Customer requests through different platforms like Google Ads, FB etc. we have provided our API for landing those leads in our application.
    • Back office executive will approach the customer and after discussion completes the customer information and requirement of solar panel installation and change the Category of Job.
    • Application Generates a quotation based on requirements provided by customer and sends the same to customer's email along with payment link.
    • Customer pays the amount and acknowledgement comes to sales team through mail.
    • System generates an Invoice for customer on the basis of quotation and payment made by customer.
    • Sales team schedules the installation and assigns the lead to Installer.
    • Installer gets stock through warehouse and installs the same on customer's premises and marks lead as completed
    App
    App


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    Stock Management

    • Stock item creation: Brands, Parts, Part types

    • Warehouse management: Creation of different types of warehouses, locations and stock availability in warehouses. Warehouse to warehouse stock transfer

    • Vendor management: Capturing the details of different Vendors

    • Purchase order, Goods receiving and Credit note entry.

    • Sales order: For bulk sale of items through our system.

    • Stock Issuance to Installer, pickup and delivery challan generation, Stock receiving back from installer.



    User and Task Management

    • User Management involves all operations related to user and their access rights

    • Create different types of users in system and provide access rights according to role provided to that user role

    • Also, able to assign tasks to users directly through customer profile





    Commission Management

    • On the basis of Sales
    • On the basis of Installation
    • Application Generates a quotation based on requirements provided by customer and sends the same to customer's email along with payment link.
    App
    App


    Training Management

    • For the new joiners in organization you can ask for some basic training completion

    • System provides facility to create modules and question papers

    • Employee has to complete the course modules and after then he has to qualify in the exam



    Other Features

      Some of the other features in application:
    • Instant customer searching

    • Payment due reports

    • Job Category management

    • Campaign management

    • Automatic category changing after configured no. of days



      • Request A Demo