Customer Relationship management System
PIPAL CRM
What is the Pipal CRM?
Customer Relationship Management is a widely implemented strategy for managing and nurturing a company’s interaction with customers, clients and sales prospects.
CONTACTS MODULE
CONTACTS
All the customer contacts and company’s contact details will be stored in the contacts.
CALL CENTER MODULE
SALES FOLLOW UP
The Customer or the clients follow-up’s are tracked and maintained in this sales follow-up. User can track the follow-up by quotation and order wise.
COMPLAINTS AND RECTIFICATION
User can raise the complaints for the orders and it will be notified to all the staffs in the front panel as alert message.
SALES MODULE
QUOTATION
User can raise the complaints for the orders and it will be notified to all the staffs in the front panel as alert message.
DELIVERY NOTE
The Delivery Note can be raised for one or more orders.
INVOICE
User can create invoice for the selected delivery note and print the invoice.
PERFORMANCE REPORT
User can able to view the performance report of staff and customer wise with a pictorial graph.
ADMIN MODULE
ROLE ASSIGN
User can assign the roles to the selected users in this form.
PERMISSION SETTINGS
Form level Permissions can be given to all the forms in the software, so that it provides high level of security.