Project Management Software Development company in Pune, Best Online Project Management Software Service Provider in Pune

Project Management Software in Pune

Companies across Pune are embracing Sales Funda® Project Management to drive business transformation through the best project management tools. Developed by Dial N Search Pvt. Ltd. where the specifics benefits can be identified for each customer based on their implementation, some of key benefits as seen by Sales Funda® CRM users are a list of necessary & rare combination outputs to make every implementation a success.

Key Modules of Project Management in Pune

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

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




MONDAY TO SATURDAY10:00AM - 09:00 PM

109, Vikas GalaxySanewadi, Badlapur (W), Thane, India.


E-MAIL:[email protected]

CALL US:+91-92-35-35-35-35

CRM + ERP for connected sales, purchase, inventory and after-sales business operations.

OUR ECOSYSTEM

Sales Funda® was formerly known as SalesFundaa.

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