E-Customer Relationship Management (E-CRM)

Sales / Marketing Module

• Registering call / Visit details and sorting them according to the response received from the
  customer.
• Proposal / Quotation Sending.
• Discount Provision.
• Payment Remainders – automatically sent to clients leaving behind a copy to the respective
  executive.
• Feedback and suggestion from the client.
• Internal sales / Marketing executive tracking - a report of a sales / Marketing executive will be
  generated automatically to their respective Team Leader or Manager with all the details of the
  client visit with date and time. So as to reduce the dummy visits and further used to scale
  the employee performance.

-: 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