One App for multi Business Types (B2B, B2C, B2B2C).
Same App for multi Business Operations (Manufacturing, Pre-Sales, Goods Sales, Service Orders, after Sales Services tracking, meeting follow-ups)
Same App for multi Business Networks ( Staff- Part Time, Full Time, On Call, Vendors, Distributors, Dealers, Retailers, Customers)
Business Functional Features
1) Consolidated Demand/Sales Pipeline
On the Go Leads collection by Field Staff
Capture Lead Location with one click.
Capture meeting/visit Notes
Capture Identity pictures
Over the counter leads collection.
Auto Lead collection from Just Dial SMSs
Auto Lead collection from Sulekha SMSs
Auto Lead addition from other App SMSs
Auto Lead addition from custom SMSs
Import old customers info using Excel
Add missed call number as Lead (TBD)
2) Centralised Dynamic Multi Price Rate Cards
Configure Region based Rate Cards
Configure Preferred Customer Rate Cards
Configure Seasonal / Offer Rate Cards.
Share Rate Card in SMS, WhatsApp etc.
Authorised Price change on the Go to all.
Hide Price info to Staff ( if required)
Let staff see only relevant price Lists.
Pre configured Pricelist for Client
3) Goods and Services Order Management
Take Goods/Service Orders On the Go
Share Order Estimate/Quotation on the Spot.
Print Order Estimate/Quotation on the Spot
Live Update of Order to fulfilment Centre
Move Order on Dashboard as per work flow
Order Progress status to Customer in SMS
Capture Orders from Web order form (No website overhead).
Share Web order form in Missed call Response ( 24*7 Order Placement)
Pre configure client list for Repeated Orders and convenience to Low skilled employees.
4) Effective Goods/Service Order Fulfilment
Group Goods Orders by Delivery Location and Assign Staff. (More Deliveries by Less staff)
Group Service Orders by Delivery Location and Assign Staff . (Less Travel more work)
Assign new Service Order to Staff near to Delivery Location while staff already in Field. ( Avoid multiple Trips to same Location)
Live update to Central office about Order Delivery Status.
Show Optimal path for Delivery of Orders (TBD)
5) User Friendly Work Flow Management
Role/Profile/Department Based UI
Make sure Staff focus on Assigned workflow phase of the Order fulfilment.
(Ex. Production, Logistics, Accounts etc.)
User-friendly Dashboard of every work flow orders line-up for Management.
6) Customer Engagement & Relationship
Order Accept/Reject Confirmation in SMS
Customised Order Status SMS on every work flow progress of Order fulfilment.
Bulk SMS of Offers, Greetings
Send SMS with custom Label for Branding.
Notifications/Meeting & Follow up Reminders.
Auto Order Status on missed call/SMS ( TBD)
7) Efficient Business Development Networks ( Staff (Full Time/Part Time/On Call ), Resellers, Partners, Vendors)
Dealers/Retailers can Place orders to Distributors.
Multiple Unique product Distributors can Share the App with Retailers/Dealers
Bird view of sales for B2B2C (Distributor/Manufacturer->Retailer--> End Customer)
Bird View of Stock at Retailers (TBD)
8) Reports & Analytics
Orders Summary Report (Based on Order Status)
Order Summary report per Staff
Collection Due Summary Report
Daily Sales Report by Staff/ Sale Point/Customer.
Staff attendance Report ( No Biometric HW Required)
9) Data & Access Security Features
Authorised Access to Reports.
Profile Based Access to Price Lists as well Leads View.
Profile Based Access to Workflow Tabs
Profile Based App UI view.
Secured Data transfer.
10) Other Features
GST configuration ( Single Item)
Tax Invoice Printing with Bluetooth, USB, Wi-Fi Printer.
Staff Selfie Attendance with Location and Time.
Set Custom Missed Call Response. (Current Location, Custom Message, Shop Location)