Address
Takahost Web Solution, 259 Dr. Meghnad Saha Road, Chatakol, Dumdum, Kolkata - 700074, West Bengal

CRM Software Pro Version

Original price was: ₹9,999.00.Current price is: ₹4,999.00.

Main Features

  • Contact Management
  • Company Management
  • Opportunity Management
  • Quote Management
  • Email Management
  • Customer Support Ticket
  • Product/Service Management
  • Task & Notes Management
Hurry Up! Limited Time Offer
Category:

Dashboard

  • Elegant dashboard design
  • Total count and value-wise view of Contacts, Companies, Opportunities, and Quotes
  • Announcements and all recent creations

Contact Management

  • Creation and management of contacts
  • Update contact information
  • Track communication history with contacts
  • Assign categories or tags to contacts
  • Search and filter contacts
  • Import and export contact data

Company Management

  • Creation and management of company profiles
  • Store company details such as name, address, and industry
  • Track company contacts and relationships
  • Assign ownership or account managers
  • Monitor interactions and activities related to companies

Opportunity Management

  • Track and manage sales opportunities
  • Create and update opportunity records
  • Assign opportunity stages and probabilities
  • Track associated contacts and companies
  • Analyze opportunity pipeline

Quote Management

  • Create and manage quotes for products or services
  • Add line items and pricing details
  • Track quote status

Product Management

  • Create and manage product information
  • Store product details such as name, and pricing
  • Link products to quotes, orders, or opportunities

Task Management

  • Create and manage tasks
  • Assign tasks to members
  • Set due dates and priorities
  • Add task descriptions
  • Track task progress and completion

Employee Management

  • Employee information, contacts, education management
  • Employee salary history management
  • Employee promotion and designation history manage
  • Employee’s awards history management

Notes Management

  • Create and manage notes
  • Manage unlimited notes under Account, Company, or Opportunity

Attachment Management

  • Create and manage multiple attachment
  • Manage unlimited attachment under Account, Company, or Opportunity

Email Management

  • Send unlimited Emails
  • SMTP server setup
  • Manage unlimited emails under Account, Company, or Opportunity

Customer Support Ticket Management

  • Customer can register and create tickets with attachments
  • Support manager can log in and reply to the tickets
  • Logging ticket resolution time
  • Manage all ticket related functionalities

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