Easy Way It Solutions

The CRM has a dashboard with info graphics about the leads with following details

1. Pie-chart and table summary of leads

2. Reports on home page for – Missed follow ups, delayed follow ups, Suspects, Prospects, Sales closed and assign to others etc

3. Daily leads summary via charts

4. Today new leads column

5. Today follow ups column

6. Pending follow ups reminder as pop ups

Work the easyway

With the application master section on the CRM app, users will be able to:

1. Add company and select company

2. Add supplier/Add opening balance

3. Add customer/ Add opening balance

4. Manage customer groups

5. Inventory master

6. Four level product categorization

7. Define units, size and colour

8. Two levels of alternate units option

9. Manage product groups

10. Option to add product attributes