Project Management Software Service Provider Company in Mumbai, Navi Mumbai, Thane, Best Custom CRM Software

Project Management Software Service Provider Company in Mumbai, Navi Mumbai, Thane, Best Custom Project Management Software

Sales Funda® Project Management software is listed amongst the most trusted and promising software solutions in Mumbai. It has been devised by Dial N Search Pvt. Ltd. to assist small business and enterprises. It has been empowering SMEs across Mumbai and has gained reputation for being the most trusted brand in Mumbai.

Key Modules of Project Management in Mumbai

ORGANIZATION MANAGEMENT

Bulk Import & Export
Send Bulk Email & SMS
Communication History
Reminder & Appoinment
Bulk Assign
Multiple Branches

CONTACT MANAGEMENT

Contact
Bulk Import & Export
Send Bulk Email & SMS
Auto Birthday & Anniversary wishes
Reminder & Appoinment

INTEGRATION

Easy Tally Integration
Indiamart.com
Tradeindia.com
Facebook.com

ENQUIRY MANAGEMENT

Enquiry
Communication history
Track stages of enquiry & lost reasons
Reminder & Appoinment
Aging Report

QUOTATION MANAGEMENT

Seamlessly generates price quote
Link quotes to organizations & contacts
Convert quotation to invoice
Download or send in PDF format
Track stage & customized design
Aging Report

PROFORMA INVOICE

Proforma Invoice
Convert to Tax Invoice, Sales Order & Chalan
Status

TAX INVOICE MANAGEMENT

GST inbuilt
Generate Invoice
Get Overdue Alerts
Download or send in PDF format
Track stage & customize design

SALES ORDER MANAGEMENT

Convert invoice to sales order
Download or send in PDF format
Track stage & customize design

DELIVERY CHALLAN

Generate Delivery Challan
Challan Status
Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

WORK ORDER MANAGEMENT

Create New Work Order
View Work Order List
Edit/Delete Work Order
Work Order Status

PURCHASE MANAGEMENT

Indent
Vendor Classification
Vendor History
Purchase Order - tell the supplier what you need
Purchase Bill - convert the PO when the vendor invoice arrives

ASSETS MANAGEMENT

Asset List
Asset in Warranty with Service Record
Asset in Maintenance with Service Record
Asset Insurance Record
Asset History
Valuation

REPORTS

Enquiry, Quotation & Invoice Reports
Purchase Order & Purchase Bill Reports
Stock & Delivery Challan Reports
Overdue Invoices & Collection Statement
Ticket & Service Visit Reports

TASK MANAGEMENT

Manage Multiple Tasks
Assign Tasks
Task Deadlines
Better Task Outcomes
Reminder

ACCOUNTS MANAGEMENT

GST Return
Manage Expenses
Cash Book & Price Book

EMPLOYEE MANAGEMENT

Set Feature Rights on the Employee Group
Add a New Employee
Manage Employee List
Manage Employee Group
Manage Employee Shift

COMPLAINT MANAGEMENT

Complaint Status
Communication history with customer
Customer portal login
Customer can open & close complaint
FAQ
Complaint Assign & Visit

PROJECT MANAGEMENT

Manage Multiple Projects
Better Project Outcomes
Manage Project Deadlines
Request Approve Stock
Task
Expense
Work Order, Invoice, and Delivery Challan

DOCUMENT MANAGEMENT

Document Library
50 GB Storage Limit
User-defined Access Control

INVENTORY

Inward
Outward
Inventory transfer
Purchase Order to Purchase Bill
Inventory Status
Multi Inventory Location

CUSTOMER PORTAL

Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

OUR ECOSYSTEM

Sales Funda® was formerly known as SalesFundaa.

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