Traders CRM

Search enables the users to search any keyword or string of words within CRM related to anything which are available in the system as per their requirement. Users have the ability to search through the stored data. They can filter the data according to their preferences by choosing different conditions.

There are two types of conditions that can be applied to the Search Filter
1. Where all conditions must be met
2. Where At least one condition must be met
Users can create a condition of filter through Contact Name, Organization Name, Mobile Number, Date of Birth, etc. with the supporting criteria of filtering the data

CAMPAIGNS

Campaign is a group of leads and Contacts exposed to specific marketing techniques. CRM enables users to record the details of different types of campaigns like conference, webinar, trade show, public relations, partners, referral program, direct mails, etc.

It also tracks the current status of the campaigns like planning, active, inactive, completed, and canceled with the expected closing date.

Users can tracks the budget involves in the specific campaigns too; for example – whats is their expected budget and what is the actual cost of the campaign. It also records the expected and actual ROIs.

LEADS

A Lead is a potential customer. In CRM, lead management is a systematic process in which the first and foremost step is to add the details of a prospecting lead to the system.

CRM allows the users to record the details of the leads like their name, contact number, address/location, their requirement, etc. It also holds the information about where the lead is generated like Facebook, mail, Instagram, etc.

Users can edit or update the statuses of any lead to know at what stage it is on and what activities have been done with respect to any particular lead.

CONTACTS

Contact records the list of customers or clients with their detailed information. In the CRM system, contacts record all the information about the customers like their name, contact number, email, address, etc.

It is like a database of the customers/ clients to accumulate information including product needs and purchasing history.

ORGANIZATIONS

The ‘Organizations’ is a platform that allows you to add and manage records of new organizations, associate their records with the records of contacts, activities, documents, opportunities, quotes, sales orders, invoices, and more. It also enables the users to add events and reminders to each campaign and update organization activities so that they can keep track records of their progress.

OPPOURTUNITIES

An Opportunity records the leads or contacts of the person with whom you are hoping to do business. It is more like a qualified lead or prospect who has a high probability of becoming a customer. It allows you to add and manage records of past or pending sales for an account that you want to work and/or track.

QUOTES

Quotes are the formal offer or prices for the products or services you are going to work on for your customers. In CRM, users can create quotes and keep records of various products with their prices which they have given to the customers. It also enables the users to export the quotes in PDF format or directly send them through email to their customers.

INVOICE

Invoices are the documented form of bill which is sent to the customers by the company. It has the information of all puchased products or services with their prices to request payment from the customers. In CRM, It allows users to add and manage records of past or pending sales invoices for an account that they want to work and/or track.

SALES ORDER

After the quote is accepted by the customer, Sales Orders are created which states that the company can move forward to the next step of production or delivery of goods. It is the second step in between of Quotes and Invoices.

CRM allows users to create new sales orders by auto-loading the information of an existing record of contacts/leads or users can edit the records any time as per their preferences.

ASSETS

Assets are an area that allows you to view asset record details and record updates. It is more like a database of assets to accumulate information on products offered by the business.

PRODUCTS

Products are the database of products, their pricing, stock availability, etc. CRM system enables the users to manage company-wide products that are sold to the customers as well as procured from vendors.

To set up pricing, users need to define the units in which their products are sold, the amount to charge for each unit, and the discounts they want to offer based on the volume purchased.

SERVICES

Just like products, services are the collection of services and their pricing information offered by the company. CRM system allows the users to store or record the details of their services that are sold to their customers.

It also enables the users to directly create quotes, invoices, PO and SO for their clients.

PRICE BOOKS

Price Books records the prices of the products and services and users can sell these products or services at different prices as per their mutual agreements with their customers. For each customer, users can sell the same product at different prices.

CRM system allows the users to create price books with different products and services.

VENDORS

Vendors can either be third-party companies, people, or contractors, etc. from where the companies gets their products and services.

In CRM – Vendors module enables the users to create vendor information, such as the business address of the vendor, contact information, products supplied /to be supplied details, purchase orders, activities related to the particular vendors. In addition, users can also send direct emails to the related vendor.

PURCHASE ORDER

A Purchase Order is a documented form of an order issued to the vendors from the companies whenever there is purchase of any products or services happens. In CRM, it is used to track and manage purchase orders in Order Management. Users can create purchase orders with purchase details from the vendors, their address information, etc.

It enables the users to export the document in PDf format and can also send direct emails to their vendors with their respective POs.

TICKETS

When someone contacts a help desk or support, they submit an inquiry to the ticket. This feature is to track issues related to assets, products, services, etc. It can be related to any inquiry made by any user.

PROJECTS

Projects is a platform that can help users to plan. track, and collaborate easily with their team. Here, users can create and manage different projects with information like project name, start date, end date, assigned to which team member, and the current status of the project.

SERVICE CONTRACTORS

Service contracts are the mutually decided agreements between the company with their customers for the agreed scope of work and time frame. This includes details such as deadlines and payment agreements.

REPORTS

CRM has the ability to create reports that states the detailed and informative list of records. Each report provides access to important data required for various purposes which can be either used as it is or customized further as per your business requirements.

MAIL MANAGER

In CRM, Mail Manager is an in-built emailing platform that allows users to perform actions on incoming emails. It allows users to create Leads, Contacts, Organizations, Tickets, and To Dos from the emails directly that you receive in your inbox.

Users can compose new emails, reply to the incoming emails and make other actions also which every emailing modules has.

CALENDAR

CRM has many in-built features that are standard for business which also includes the Calendar. Using the CRM calendar, users can manage all the activities such as appointments, tasks, calls, and many more from one calendar i.e. from a single screen.

DOCUMENTS

CRM enables the users to store their important documents in one place so that users can find the documents easily whenever they require. All documents in one place ensures that employees are working with the same set of information and there is no chance of miscommunication or using wrong data. Users can upload all types of document like CSV, PDF, Word, etc. in the CRM system.

SMSNOTIFIER

SMS Notifier allows users to communicate with their clients faster by sending personalized SMS messages to customers.

RECYCLE BIN

Recycle Bin stores all the records and files that are deleted by the users. The deleted records are temprorarily deleted from their orgiinal place but they are available in the recycle bin for 60 days after which they will be permanently deleted from the CRM permanently.

PDF MAKER

The PDF Maker is a tool in the CRM that is used to export the invoices, quotes, sales orders, and purchase orders to pdf format within the CRM.

EMAIL TEMPLATES

There are pre-built email templates in the CRM that can be used for sending common emails like accepting orders, accepting proposals, follow-ups, etc.

Users can also create their own templates to be used in the future or can edit the pre-built templates as per their preferences.

PBXMANAGER

PBX Manager is a tool that enables users to connect their CRM to place outgoing calls and receive notifications of incoming calls. This allows users to manage all of their customer relationships more efficiently.

Our sites

Our sites – it is a bookmarking tool, where users can save their important website URLs for future reference.