CRM-Client: Sales and Stocks

Customer database, order processing and stocks in our solution “ISDK-XAF: CRM-Client: Sales and Stocks”

You are small or medium business and you need integrated tool for customer management – meetings and communications planning, proposal generation, order shipment status monitoring? CRM-Client system will perfectly fit your business. System includes the following (but not limited to it): customer database, client communication history, catalog of goods and services, inventory receipts monitoring, generation of proposals to customers, order shipment monitoring

ENTITIES AND CONTACTS DATABASE

Database of business entities (customers, suppliers, subcontractors): information and contacts; communications history

CUSTOMER COMMUNICATION PLANNING

Action plan, meetings and calls schedule; tasks and assignments; notifications

INVENTORIES: STOCKS, SHIPMENT AND RECEIPTS

Catalog of goods and services, price list; stock tracking (including goods in transit); shipment and receipts planning and tracking

COMMERCIAL PROPOSALS AND ORDERS

Calculation of sell price (accounting for stock on hand, receipts and shipments using FIFO, LIFO or moving average methods); commercial proposals creation and printing

MONITOR ORDER PROCESSING

Invoicing and invoice payment monitoring, shipment and delivery status

DOCUMENT ARCHIVE

Capability to store and load files and documents related to business entities and deals

REPORTS AND ANALYTICS

Reporting on deals closure, analytics by sales managers, sales pipeline analysis

Web, mobile and DESKTOP VERSIONS

By default, system implemented as Web-application. It allows separate deployment of desktop Windows version and simplified mobile version

CLOUD-BASED DEPLOYMENT

System can be deployed in customer environment (servers) or in Microsoft Windows Azure cloud service; for cloud-based deployments system availability is about 99.9% without any service or breakdown downtime, backups are done automatically

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