E-Customer Relationship Management (E- CRM Software)

Sales / Marketing Module

• Registering call / Visit details and sorting them according to the response received from the
customer.
• Proposal / Quotation Sending.
• Discount Provision.
• Payment Remainders – automatically sent to clients leaving behind a copy to the respective
executive.
• Feedback and suggestion from the client.
• Internal sales / Marketing executive tracking - a report of a sales / Marketing executive will be
generated automatically to their respective Team Leader or Manager with all the details of the
client visit with date and time. So as to reduce the dummy visits and further used to scale
the employee performance.

Quick Links :

-: Panomtech E - CRM Software Modules :-

Admin
Customer
Lead Generation
Lead Convert To Enquiry
Enquiry
Product Line
Product Category
Product Sub Category
Item master
Variable master
Main/Variable Item Evaluation
Region Master
Industry Master
Product Line Assign
Regions Assign
Assign Industry Group
Equipment name
Equipment Classification
Model Type
Model name master
Equipment Type
Default set item
Main item Assign
Variable item assign
Project conclude
Order Entry
Order lost
Order Cancel
Main item Model cost evaluation
Variable Item Model cost evaluation
Equipment assign
Equipment type assign

Equipment type assign
Model Name Assign
Product Line Assign
Component Master
Component Assign
Variable Item Evaluation
Default Set Variable Item
Region Assign
Costing sheet
Model Classification
Model Cost Evaluation
Costing Management
Costing sheet Status update
Quotation Process
Quotation Status updates
Manual Quotation Status Update
Manual Quotation Status Update Report
Enquiry Details
Customer Information
Visit Approval
Employee Visiting
Opportunity
Visiting Information Feedback
Client Follow up
My Activity
Task List
Task Management
Dash Board for Task
Assign Team Member
Assign Authority To Page
Order Acceptance Letter

Slab for Total amount Assign
Slab for margin value
Slab for Negotiation value
Status Assign To Page
Bill Of Material
Task Management
Telecaller Remark
Job order intimation
Job order intimation technical
Job order intimation technical commercial
Order Review record
Order Acceptance letter
Price Break up
Installation and Commissioning
Design and Development
Process of Pre-Dispatch Inspection
Process of Demonstration
Verification of Suppliers
Defective Equipment Servicing
Customer Satisfaction Verification
Work Allocation
Job Monitoring
Payment Details
Service Management
Sales Management / Analysis
Marketing Management
Order selection
Rate management
Discount management
Margins and Losses
Outstanding Analysis
MIS Reports