Imagine a system where all information about all
leads, employees and other useful data are organized in single software and
easily accessible on multiple devices by multiple users. Sales Funda® CRM
software is one such software where you will be able to organize all your
leads, enquiries, projects, assign tasks and manage all sales cycle process.
Here are some of the most important reasons why you
must use Sales Funda® CRM for your business
Lead/Enquiry Management
How do you manage enquiries for your business? Do you
still use excel spreadsheet to maintain leads and enquiries? If the answer is ‘yes’,
then its high time you start using Sales Funda® CRM software or else you will
continue losing many business opportunities.
With Sales Funda® CRM you can manage lead, enquiries
and allows your team to track where the lead is in the sales cycle.
Customer Database
Client detail like organization name, address, phone
numbers, contact details, email id, and other vital information can be saved in
Sales Funda® CRM. Add, delete data, check and update client history etc. can
also be done. An authorized user can access the data remotely.
Invoice Management
Generate GST compliant tax invoices with Sales Funda®
CRM. A good invoicing system is necessary for proper functioning of a company. Sales Funda®
allows you to send invoices directly to the email address of the client.
Moreover it provides custom invoicing.
Account Management
Maintaining a proper account system is vital for any company
to grow. It helps in avoiding any malpractices, fraud within the organization. Sales Funda®
CRM helps to track record and report all financial information. Maintain cash
book, price book, GST returns, debit note & credit note, manage expenses
etc.
Employee Management
Profiling of your employees is of utmost important. Effective
employee management is necessary to ensure that your workplace runs smoothly
and efficiently. On the other hand poor management leads to unorganized work environment
and will ultimately lead to closure of business.
Sales Funda® CRM allows split employees in groups depending
on their roles and responsibility in a company, generates pay slip, manage
shift timings, assign tasks etc.
Sales Life Cycle
Each and every stage in sales process is covered in
Sales Funda® CRM. Right from enquiry, lead generation to quotation management,
sales order, work order, proforma invoicing, tax invoicing, debit/credit note,
cash flow maintenance, project, product/service maintenance everything is
covered. You don’t have use multiple software and can totally depend on Sales Funda®
to manage everything.
Automation
Send automated email campaigns to clients, bulk
emails, birthday/anniversary wishes, set reminders about important meeting, due
date of maintenance, invoice reminder etc. Automatic reminders are set so that
you don’t miss an important deadline.
Tally Integration
Tally integration with Sales Funda® is possible. You
can combine your data in Tally ERP 9 with Sales Funda® CRM software. This will
save your valuable time which in turn will result in more business.
Generate Reports
Generate multiple reports with Sales Funda®. Moreover
you can also create custom reports. Select the report type, columns, apply a
filter and generate the report you need. Users have the option to download the
report in pdf and excel format.
Data Storage & Security
Your valuable database will be stored on a cloud based server. We have
made sure that your hard earned database is highly secured and you need not
worry about data loss as the data is saved on a cloud server. Apart from this
your employees can access and manage all functionalities of a CRM remotely, on
any device with a secure login.
Sales Funda® is
the leading CRM software service provider in India. We provide feature rich,
affordable services throught India.
Get in touch
with us for a Free Demo!
Contact
+91-92-35-35-35-35- OR Email: sales@Sales Funda®.com OR drop a comment below.
Next step: Explore Sales Funda® CRM, ERP, or book a demo.