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"CRM Software"

Intellitech Technologies-CRM (Customer Relationship management software) is all about the theory used by companies to administer and manage their customers, partners, vendors and other stakeholders efficiently.

Module Covered under NTS-CRM are:

Sales Management

Service Management

Task Management

Call /Visit Tracking

Document Management

Security Setup

Sale Management:In this module we covers Leads Tracking according to source, industry/sector. We can track all the record from leads to maturity of that case.

Leads ManagementWe can record all details of new customer . We can also track leads from any campaign, Source of leads or leads of any particular industry or sector

Lead AllotmentWe can allot particular lead to any of the concerned employee for the maturity of that lead.

Call and Visit JournalWe can monitor call and visit journal for particular leads.

Order FinalizationYou can set the Lead Status and Stage of Finalization.

Order DeskYou can record Invoice, Quotation or other document record under this module. Job billing, AMC billing & Sale billing management.

Forecast or Target SetupManage Target for particular period and check the sale achievement.

Service Management :In this module we can track complain and service support record for the particular customer and also track the expense occurred during support.

AMC ManagementAdd AMC for customer for free support. AMC reminder for customers.

Complain ManagementRecord any complain of customer and allot a ticket no. for that complain.

Complain AllotmentAllot complain to the employee for support.

Support ManagementYou can enter Support provided by the employee for particular ticket no. and what was its status whether it is solved or need further assistance.

Task Management:You can allot any task to employee and track the working and cost estimate for completion of that task.

Call and Visit Tracking :You can manage daily visit record of marketing persons

Document Management:You can add document of your customer in soft copy like tender, quotation etc in the software and manage that document according to group maintained.Security Setup: - You can set User id and password along with user permission to access the software.

The software has alert for any appointment to the customer and also it alert for any service expiry 30 days before.

SMS alert integration for customers.

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