ERP For Sales in Mumbai, Thane, ERP Software For Service in Mumbai, Online Sales & Service Management Softwares

SalesFundaa CRM Sales and Services is Mumbai’s popular cloud based comprehensive software for sales process solution with unmatched flexibility, unbeatable security and a surprising ease of use. SalesFundaa CRM sales and Service is the flagship software of Dial N Search. It is a GST ready software and is equipped with robust Sales tracking tools to empower your business with seamless integration, effortless customization and flawless automation.

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

MAINTENANCE

Product Installation
Preventive Maintenace
AMC
Service Alert
Active and expired Product List

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
Purchase Bill

ASSETS MANAGEMENT

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

CONTRACT MANAGEMENT

Add, edit & delete contracts
Get upcoming services & expiry alerts
Auto notify customers for renewal
Active and expired contracts
Service Alerts

PAYROLL MANAGEMENT

Attendance Tracking
Leaves Management
Income Tax & Deductions
Allowance & Expense
Generate Pay Slip

TASK MANAGEMENT

Manage Multiple Tasks
Assign Tasks
Task Deadlines
Better Task Outcomes
Reminder

ERP For Sales and Service In Mumbai

Key Features of ERP For Sales and Service In Mumbai