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    CRM For Traders

    ₹ 22,500.00
    SKU: softcft
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    Trading industry buy and stock their products until the right time, later selling it to the customers with a price depending upon the regions and market demand. A software for trading industry essentially aims to manage stock and supply chain. It also aids in keeping a track of changing needs within the market.

    A successful trading & distribution business will have the right mix of tools and techniques leveraged to plan, stock, ship as well as deliver goods to the customers in a timely manner. Understanding distribution needs of your business and executing it optimally are two distinct aspects and to manage them you require the right software.

    The Salesfundaa CRM software for Traders has a cutting edge robust disposition that can support packing and shipping goods on a small scale to processing and distributing multiple and global orders. It can aid distribution companies procure actionable customer insights and empowers them to increase their success rate of converting leads into buyers.

    The solution automates critical customer-centric processes and offers effective tools for marketing and sales management, supply chain management, procurement and most importantly the the most critical aspect of enterprise - inventory-planning.

    The Salesfundaa CRM for SME is flexible enough to be bracketed as Pre sales as a standalone module for small organizations or can be scaled to meet additional requirements as it offers also ERP, CRM and payroll solutions to steer your trading & distribution business in the right direction.

    And the advanced version would moreless cover the below mentioned standard features.

    Key Features of SalesFundaa CRM Software

     

    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

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    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

    MAINTENANCE

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

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

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

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    CUSTOMER PORTAL

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

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    Trading industry buy and stock their products until the right time, later selling it to the customers with a price depending upon the regions and market demand. A software for trading industry essentially aims to manage stock and supply chain. It also aids in keeping a track of changing needs within the market.

    A successful trading & distribution business will have the right mix of tools and techniques leveraged to plan, stock, ship as well as deliver goods to the customers in a timely manner. Understanding distribution needs of your business and executing it optimally are two distinct aspects and to manage them you require the right software.

    The Salesfundaa CRM software for Traders has a cutting edge robust disposition that can support packing and shipping goods on a small scale to processing and distributing multiple and global orders. It can aid distribution companies procure actionable customer insights and empowers them to increase their success rate of converting leads into buyers.

    The solution automates critical customer-centric processes and offers effective tools for marketing and sales management, supply chain management, procurement and most importantly the the most critical aspect of enterprise - inventory-planning.

    The Salesfundaa CRM for SME is flexible enough to be bracketed as Pre sales as a standalone module for small organizations or can be scaled to meet additional requirements as it offers also ERP, CRM and payroll solutions to steer your trading & distribution business in the right direction.

    And the advanced version would moreless cover the below mentioned standard features.

    Key Features of SalesFundaa CRM Software

     

    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

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    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

    MAINTENANCE

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

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

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

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    CUSTOMER PORTAL

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