CRM Application

MANAGE DEALs

Multiple employees can manage their own deals stage wise. Lead and Lead Organization can be managed easily. Show Pending, Lost and Won Deals.

CAMPAIGNs

Manage Campaign Type and Campaigns. Use a campaign while creating deals.

QUOTATIONs

Prepare and Email Quotations from mobile applications. Quotation negotiations and import and add options to quickly make new quotations.

FOLLOW-UPs

Shows missed and upcoming follow-ups. Manage follow-ups from the dashboard itself. You will never miss follow up as it notifies you even if your app is closed.

TASKs

Shows upcoming and unattended tasks. Assign the task to others. Shows your pending/on hold/in process/completed tasks.

COMMENTs and ATTACHMENTs

Add discussion with lead using comment module for future references. If DMS Module is purchased you can attach multiple documents with Deals, Tasks or Quotations for future reference and quick access anytime anywhere.

CRM Module

CRM stands for Customer Relationship Management, the way businesses interact with present and future customers. Therefore, CRM module is a tool or a technical system that automates and integrates your customer dealing activities like sales, marketing, and customer service. The CRM modules handles the whole hierarchy of the department or 2-3 people in the department or organization, therefore it is useful for all types of organization.

Customized Mobile Applications

We made mobile apps apart from these. Create customized mobile apps according to your requirements. Let's discuss your business requirements we are here to create mobile app as per your needs.

Contact us to discuss your requirements

Mobile Application Rights Management

MENU & NOTIFICATIONS

RIGHTS

All Mobile Applications will work as per rights are given on web application. To get the effect of modified rights, one need to logout and login again to the mobile application.

Notifications: You will receive all kindly of notifications installing any TheERPHub Mobile Application but you can see notification detail based on the app you have installed.

DATA

RIGHTS

Mobile Application will show data in some modules as per SHOW DATA fields in Employee Master, means if you have selected.

All: Show all Data
Hierarchical: Shows own and downward line employees data
Own: Only data entered by me

Tags ;

crm customer relationship management crm module