Customer Relationship Management

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

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.

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

Customer Relationship Management

Lead Management

Stock Management

User and Task Management

Commission Management

Training Management

Other Features

Some of the other features in application:

Development Services

Dedicated Resources

Industry Solutions

Enterprise