E-Customer Relationship Management (E-CRM)

Modules Covered in ECRM

• Data Entry / Tele caller Module

• Sales / Marketing Module

-: Panomtech E - CRM Software Modules :-

  • Admin
  • Customer
  • Lead Generation
  • Lead Convert To Enquiry
  • Enquiry
  • Product Line
  • Product Category
  • Product Sub Category
  • Item master
  • Variable master
  • Main/Variable Item Evaluation
  • Region Master
  • Industry Master
  • Product Line Assign
  • Regions Assign
  • Assign Industry Group
  • Equipment name
  • Equipment Classification
  • Model Type
  • Model name master
  • Equipment Type
  • Default set item
  • Main item Assign
  • Variable item assign
  • Project conclude
  • Order Entry
  • Order lost
  • Order Cancel
  • Main item Model cost evaluation
  • Variable Item Model cost evaluation
  • Equipment assign
  • Equipment type assign
  • Equipment type assign
  • Model Name Assign
  • Product Line Assign
  • Component Master
  • Component Assign
  • Variable Item Evaluation
  • Default Set Variable Item
  • Region Assign
  • Costing sheet
  • Model Classification
  • Model Cost Evaluation
  • Costing Management
  • Costing sheet Status update
  • Quotation Process
  • Quotation Status updates
  • Manual Quotation Status Update
  • Manual Quotation Status Update Report
  • Enquiry Details
  • Customer Information
  • Visit Approval
  • Employee Visiting
  • Opportunity
  • Visiting Information Feedback
  • Client Follow up
  • My Activity
  • Task List
  • Task Management
  • Dash Board for Task
  • Assign Team Member
  • Assign Authority To Page
  • Order Acceptance Letter
  • Slab for Total amount Assign
  • Slab for margin value
  • Slab for Negotiation value
  • Status Assign To Page
  • Bill Of Material
  • Task Management
  • Telecaller Remark
  • Job order intimation
  • Job order intimation technical
  • Job order intimation technical commercial
  • Order Review record
  • Order Acceptance letter
  • Price Break up
  • Installation and Commissioning
  • Design and Development
  • Process of Pre-Dispatch Inspection
  • Process of Demonstration
  • Verification of Suppliers
  • Defective Equipment Servicing
  • Customer Satisfaction Verification
  • Work Allocation
  • Job Monitoring
  • Payment Details
  • Service Management
  • Sales Management / Analysis
  • Marketing Management
  • Order selection
  • Rate management
  • Discount management
  • Margins and Losses
  • Outstanding Analysis
  • MIS Reports