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Get Expert IT Solutions For Your Business – Natural Group

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
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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.
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    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

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    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.
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    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
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    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
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