Back to Customer Relationship Management page
Enquiry & Quote Management
- Generate and manage quotes for products or services.
- Track quote status, revisions, and approvals.
- Integrate with the sales pipeline for seamless transition to orders..
- Capture and track customer inquiries or requests for information.
Email Sending to Customer, Agents
- Implement an email communication system within the business application.
- Enable sending emails to customers for order confirmations, updates, and promotions
- Facilitate communication with agents for notifications, announcements, and updates.
.
Target Management
- Set sales targets for individuals or teams.
- Monitor progress towards targets and analyse performance.
- Adjust targets based on historical data and market trends.
- Analyse inquiry data for insights into customer needs.
Employee Expense Management
- Capture and categorize employee expenses.
- Allow employees to upload receipts for expense verification.
- Implement an approval process for submitted expenses.
- Integrate with accounting systems for seamless reimbursement processes.
- Ensure expenses adhere to company policies and regulatory standards.
- Generate reports for expense analysis and financial reporting.
Get a Quote
For Demo contact us
