CRM / Enquiry-Handling Module

Module Highlights

• It is a customized module in Tally
• Tracking of generated leads
• Enquiry Booking & Transfer
• Follow-up Reports
• Salesman wise Security
• Order Enquiry Static Report (Report of Total enquiry booked, Quote Stage & Sales Order Stage)
• Quotation can be generated & sent by email
• Enquiry Dashboard to check the follow-up
• Special Reports

CRM Reports

• Enquiry Dashboard
• Enquiry Followup Report
• Sales Manager-wise Enquiry Report
• Salesman wise Enquiry Report
• Product-wise Enquiry Report
• Priority Status
• Enquiry Report : In Process / Won / Lost
• Enquiry Report: Salesman-wise