Modules of Improsys CRM Software Business.

We offers a full range of Modules of CRM (Customer Relationship Management) to boost your sales skills covering all the functional requirements of Customer Relationship Management

Improves the quality of product, services given to customer

Sales Visit Management

Improves the quality of product, services given to customer

Telemarketing Management

Improves the quality of product, services given to customer

Enquiry/Lead Management

Improves the quality of product, services given to customer

Follow Up Dashboard

Improves the quality of product, services given to customer

Sales Target Management

Improves the quality of product, services given to customer

Quotation Management

Improves the quality of product, services given to customer

Invoice/Billing Management

Improves the quality of product, services given to customer

Service Module

Sales Visit Management.

Improsys CRM helps to Manage your Sales visit marketing and tracking of expenses during sales visit.

Improves the quality of product, services given to customer
  • Set target of your sales person for a desired period. Eg: Month, quarter etc.
  • Allocate sales target sales person-wise, Item category wise and area wise.
  • After completion of target will achieved and release by admin.
  • Monitor sales reports activities.
  • Telemarketing Management

    Our preferred telemarketing module to provides a comprehensive marketing service you can use to create powerful customer experiences

    Improves the quality of product, services given to customer
  • Import contacts and save it sagment wise reduces complexity.
  • Assign target of your executive.
  • Executive can check today's Pending Calls or Pending calls till date
  • Moniter reports of telecalling activities.
  • Lead generation

    Capture customer information in CRM .Improsys CRM offers customizable web forms that turn your digital marketing campaigns into lead generation machines.

    Improves the quality of product, services given to customer
  • Capture new leads from various sources. You can add the source of the lead.
  • Assign follow up due date and priority According to customer interest.
  • Approve leads and assign follow-up tasks to sales representatives.
  • Add product and product quantity the lead has enquired for, convert your lead to order.
  • Follow up

    Follow up with your prospects, leads, and clients to generate more referrals and opportunities for your business.

    Improves the quality of product, services given to customer
  • You can decide a follow up due date to schedule follow-up calls with leads and clients.
  • Priority wise follow up Call leads & track status.
  • Reminders or Alert to allocated sales person to take follow up.
  • You can see today's, last month's etc. pending tasks.
  • Sales Target

    A sales target to easily measure and estimate your opportunity contribution to your sales goal.

    Improves the quality of product, services given to customer
  • Set target of your sales person for a desired period. Eg: Month, quarter etc.
  • Allocate sales target sales person-wise, Item category wise and area wise.
  • After completion of target will achieved and release by admin.
  • Monitor sales reports activities.
  • Quotation Management.

    Limit errors in product selection and pricing. Reduce approval time. Quickly create winning proposals, Shorten the sales cycle and improve your deal sizes.

    Improves the quality of product, services given to customer
  • Create save and send Sales or Service quotations.
  • Attach documents like Purchase Orders, Work Orders, Bills etc. or add notes.
  • Assign follow up due date to Quotation.
  • Take referance of lead to create a quotation, Moniter reports of quotation.
  • Invoice Management

    A simple drag-and-drop invoice template builder to generate professional PDF invoices to send to your customers.

    Improves the quality of product, services given to customer
  • Create, view, save and send Proforma Invoice or Service invoice.
  • Payment Receipt Against Invoice
  • Reminders to allocated sales person to take follow up of payment to release iinvoice
  • Moniter reports of Invoice.
  • Services

    Our Service dashboard to examine service stage or progress of a customer.

    Improves the quality of product, services given to customer
  • Select customer and get a progress of service in terms of percentage
  • update material which you have received from customer.
  • Take service order follow up and upadte.
  • Only After feedback of customer, service request can be closed.
  • Admin Module

    Improves the quality of product, services given to customer
  • Role Rights as per needed.
  • Admin can assign task for any executive and he or she will get that task on their dashboard autimatically.
  • Admin can send an alert to take a follow up for a perticular party.
  • Admin can examine User Summary Report.