V Ex Electronics Systems P Ltd

Calender

The tasks, events and plans are entered in Calender.

Leads

All the data of the lead generated are entered here

Opportunities

Choose the lead which has been qualified and convert it to opportunities. On conversion, the value, expected, date of closure, and the assignee are captured here.

You can have multiple opportunities for one organization.

Organisation

While creating the opportunity, you may tick organisation to capture data of the customers,

Contacts

Tick contacts to capture data of those people in the organisation with whom we are interacting.

Every opportunity of an organization can have separate contacts.

Quote

Quote can be prepared by converting data from opportunity. Go to quotes, select add quote, search opportunity name and convert it to quote.

Sales order

is generated on receipt of order from the customer, by choosing the details either from opportunities or quote.

Invoice

From the sales order, generate invoice

Projects

Projects are generated and managed by assigning tasks to those concerned

Products

New products and its details are added by selecting `add product’. The stock quantity of the product is documented and shown.

Assets

The assets (could be products, spares) of the principal and the organisation can be tracked.

Reports

Most of the reports required for the analytics, study and improvement are provided.

All

This is one drop menu which navigates the user to reach where ever he wants to go in the CRM.

Additional Information:

• Item Code: VACCRM
• Delivery Time: Within 5 days

Calender

The tasks, events and plans are entered in Calender.

Leads

All the data of the lead generated are entered here

Opportunities

Choose the lead which has been qualified and convert it to opportunities. On conversion, the value, expected, date of closure, and the assignee are captured here.

You can have multiple opportunities for one organization.

Organisation

While creating the opportunity, you may tick organisation to capture data of the customers,

Contacts

Tick contacts to capture data of those people in the organisation with whom we are interacting.

Every opportunity of an organization can have separate contacts.

Quote

Quote can be prepared by converting data from opportunity. Go to quotes, select add quote, search opportunity name and convert it to quote.

Sales order

is generated on receipt of order from the customer, by choosing the details either from opportunities or quote.

Invoice

From the sales order, generate invoice

Projects

Projects are generated and managed by assigning tasks to those concerned

Products

New products and its details are added by selecting `add product’. The stock quantity of the product is documented and shown.

Assets

The assets (could be products, spares) of the principal and the organisation can be tracked.

Reports

Most of the reports required for the analytics, study and improvement are provided.

All

This is one drop menu which navigates the user to reach where ever he wants to go in the CRM.

Calender

The tasks, events and plans are entered in Calender.

Leads

All the data of the lead generated are entered here

Opportunities

Choose the lead which has been qualified and convert it to opportunities. On conversion, the value, expected, date of closure, and the assignee are captured here.

You can have multiple opportunities for one organization.

Organisation

While creating the opportunity, you may tick organisation to capture data of the customers,

Contacts

Tick contacts to capture data of those people in the organisation with whom we are interacting.

Every opportunity of an organization can have separate contacts.

Quote

Quote can be prepared by converting data from opportunity. Go to quotes, select add quote, search opportunity name and convert it to quote.

Sales order

is generated on receipt of order from the customer, by choosing the details either from opportunities or quote.

Invoice

From the sales order, generate invoice

Projects

Projects are generated and managed by assigning tasks to those concerned

Products

New products and its details are added by selecting `add product’. The stock quantity of the product is documented and shown.

Assets

The assets (could be products, spares) of the principal and the organisation can be tracked.

Reports

Most of the reports required for the analytics, study and improvement are provided.

All

This is one drop menu which navigates the user to reach where ever he wants to go in the CRM.

Features
Once you reach the home screen of the CRM you will be welcomed by a screen showing a dashboard.

You can have multiple reports in the form of pie chart in dash board.

Calender

The tasks, events and plans are entered in Calendar.

Leads

All the data of the lead generated are entered here

Opportunities

Choose the lead which has been qualified and convert it to opportunities. On conversion, the value, expected, date of closure, and the assignee are captured here.

You can have multiple opportunities for one organization.

Organisation

While creating the opportunity, you may tick organisation to capture data of the customers,

Contacts

Tick contacts to capture data of those people in the organisation with whom we are interacting.

Every opportunity of an organization can have separate contacts.

Quote

Quote can be prepared by converting data from opportunity. Go to quotes, select add quote, search opportunity name and convert it to quote.

Sales order

is generated on receipt of order from the customer, by choosing the details either from opportunities or quote.

Invoice

From the sales order, generate invoice

Projects

Projects are generated and managed by assigning tasks to those concerned

Products

New products and its details are added by selecting `add product’. The stock quantity of the product is documented and shown.

Assets

The assets (could be products, spares) of the principal and the organisation can be tracked.

Reports

Most of the reports required for the analytics, study and improvement are provided.

All

This is one drop menu which navigates the user to reach where ever he wants to go in the CRM.

However, we would like to caution you that the product can be well understood only after using the same for a week or by two by the entire team.

Additional Information:

• Item Code: VACMEGHACRM
• Delivery Time: Within 4 hours

Calender

The tasks, events and plans are entered in Calender.

Leads

All the data of the lead generated are entered here

Opportunities

Choose the lead which has been qualified and convert it to opportunities. On conversion, the value, expected, date of closure, and the assignee are captured here.

You can have multiple opportunities for one organization.

Organisation

While creating the opportunity, you may tick organisation to capture data of the customers,

Contacts

Tick contacts to capture data of those people in the organisation with whom we are interacting.

Every opportunity of an organization can have separate contacts.

Quote

Quote can be prepared by converting data from opportunity. Go to quotes, select add quote, search opportunity name and convert it to quote.

Sales order

is generated on receipt of order from the customer, by choosing the details either from opportunities or quote.

Invoice

From the sales order, generate invoice

Projects

Projects are generated and managed by assigning tasks to those concerned

Products

New products and its details are added by selecting `add product’. The stock quantity of the product is documented and shown.

Assets

The assets (could be products, spares) of the principal and the organisation can be tracked.

Reports

Most of the reports required for the analytics, study and improvement are provided.

All

This is one drop menu which navigates the user to reach where ever he wants to go in the CRM.

Complete Business Suite

(Cbs)

What Is It In For You

Systematic Growth In Profits

Customer Centric Communications

Customer Care

Business Process

Analytics

Ippbx + Customer Care + Crm = Cbs

All In One Capsule

Additional Information:

• Item Code: VACCBS5
• Delivery Time: 10 DAYS