CRM Software

Infothink Software-CRM (Customer Relationship management software) is all about the theory used by companies to administer and manage their customers, partners, vendors and other stakeholders efficiently.

  • ⧪ Module Covered under Infothink Software-CRM are:
  • ⧪ Sales Management
  • ⧪ Service Management
  • ⧪ Call /Visit Tracking
  • ⧪ Document Management
  • ⧪ Security Setup
  • ⧪ Sale Management: In this module we covers Leads Tracking according to source, industry/sector. We can track all the record from leads to maturity of that case.
  • Leads Management Starting from Purchase Order this module tracks the compartment wise Purity, Receipt & Tank stock.
  • Lead Allotment We can allot particular lead to any of the concerned employee for the maturity of that lead.
  • Call and Visit Journal We can monitor call and visit journal for particular leads.
  • Order Finalization You can set the Lead Status and Stage of Finalization.
  • Order Desk You can record Invoice, Quotation or other document record under this module. Job billing, AMC billing & Sale billing management.
  • Forecast or Target Setup Manage Target for particular period and check the sale achievement.
  • ⧪ Service Management: In this module we can track complain and service support record for the particular customer and also track the expense occurred during support.
  • AMC Management Add AMC for customer for free support. AMC reminder for customers.
  • Complain Management Record any complain of customer and allot a ticket no. for that complain.
  • Complain Allotment Allot complain to the employee for support.
  • Support Management You can enter Support provided by the employee for particular ticket no. and what was its status whether it is solved or need further assistance.
  • ⧪ Task Management: You can allot any task to employee and track the working and cost estimate for completion of that task.
  • ⧪ Call and Visit Tracking: You can manage daily visit record of marketing persons.
  • ⧪ Document Management: You can add document of your customer in soft copy like tender, quotation etc in the software and manage that document according to group maintained.
    Security Setup: - You can set User id and password along with user permission to access the software.
  • ⧪ The software has alert for any appointment to the customer and also it alert for any service expiry 30 days before.
  • ⧪ SMS alert integration for customers.