CRM

Grow Your Business
With CRM.

Manage all your company’s relationships and interactions with customers.

Manage all your company’s relationships and interactions with customers and potential customers to improve your business relationships. Stay connected to customers, streamline processes, and improve profitability of your business.

Featured Services

We have given general idea for the application, fields can be changes as per client’s requirement  with the same features.

Regions

Manage regions in which your business is providing services. Assign regional manager to region who will manage states and services in that region.

Locations

Manage locations under regions. Assign state manager to state who will manage branches and services in that state.

Branches

Manage branches under locations. Assign branch manager to branch who will manage users of and users in respective branches

Users
  • Add User with User Designation (CEO, MD, Regional Manager, State Manager, Branch Manager, Salesperson).
  • Maximum discount amount for approval per service. (Except Salesperson and CEO).
  • Monthly Target Assignment for Salesperson per service.
  • Select Branch of User (For Branch Manager and Salesperson).

Service Manager

Manage N number of services and sub services.

Designation-wise Breakdown

CEO:

  • CEO will have rights to approve any amount of discount for all regions, states, branches, and segments.

MD:

  • If user designation is MD, select segment. As per assigned segment, MD can only see and approve sales of that segment only.
  • As salesperson will select service and service will have assigned segment, application will be able to fetch sales from assigned segment only.

Region Manager:

  • If user designation is Regional Manager, select region. As per assigned region, Regional Manager can only see and approve sales of that region only.
  • As Salesperson will have branch, branch will have state and state will have region assigned, application will be able to fetch sales from that region only.

Location Manager:

  • If user designation is State Manager, select state. As per assigned state, State Manager can only see and approve sales of that state only.
  • As Salesperson will have branch and branch will have state assigned, application will be able to fetch sales from that state only.

Branch Manager:

  • If user designation is Branch Manager, Select Branch. As per assigned branch, Branch Manager can only see and approve sales of that branch only.
  • As salesperson will have branch assigned, application will be able to fetch sales from that branch only.

Salesperson:

  • If user designation is Salesperson, Select Branch.
  • Salesperson can see own sales only.

Designation-wise Inputs

  • CEO: None
  • MD: Select Segment, Max Discount/offers Approval Amount
  • Regional Manager: Select Region, Max Discount /offers Approval Amount
  • State Manager: Select State, Max Discount /offers Approval Amount
  • Branch Manager: Select Branch, Max Discount /offers Approval Amount
  • Salesperson: Select Branch, Monthly Target per Service

Note: Cutomisation can be done as per industry and client’s requirement, Call or Contact us.