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E-mail & SMS MarketingMarketing AutomationSales Management andAutomationBasic Accounting ManagementInventory ManagementAutomationPurchase ManagementManufacturing ManagementProject ManagementHelp-desk (After sale service)Internal Discussion ManagementNotes ManagementUser Wise Attractive Dashboard

AN ERP PACKAGE WHICH INCLUDES FOLLOWING MODULES

CRM ( Customer Relationship Management)

Planned Pending Activity DashboardActivity Reminder Popup NotificationsRecord Lead activity & Progress HistoryWhatsapp web integrationIntegrate your Email ServerLead Scoring and Sales ForecastingOwner Analysis Dashboard Customized 100+ CRM ReportsUser Permission & Roles ManagementSalesperson wise Daily Activity Report

CRM (Customer Relationship Management)Create Unlimited Leads, ContactsAuto Capture Leads from Facebook, Instagram,Justdial, IndiaMart, Tradeindia, Exporter Indiathrough API and from Google Ads, Landing Page, &Website through Incomiming mail, (Lead format should as per our standard format)Lead Pipeline with custom stageImport Leads from ExcelManage Multiple Sales TeamAuto Assign Leads to SalespersonPlan and Schedule activity

Create a Professional Email template by ourready-made snippets by drag & drop, edit & fix it.Track each campaign. (send / opened / replied /bounced) Create custom Target audience for the campaignby Filtering data from Lead/contacts/email list etc.Generate Unlimited leads from your existing data.

E-mail & SMS Marketing CampaignEmail Marketing CampaignSMS Marketing CampaignCreate and manage unlimited contacts and EMaillistsTrack leads and sales generated from eachCampaign.Import email list data from excel sheet

Easily Broadcast offers to the appropriate clients

Easy to send greetings mail/SMS on the event

Automate follow-up for due payments

Actively Integrated with CRM, Sales, & Invoicing.

Easy to inform about Discount / new Product

Launch by mail/message

Track each campaign. (send / opened / replied )

Continues automated follow-up of leads &

quotes.

Un-limited Marketing Automation Campaign

Marketing AutomationAutomate Primary follow-up of each incoming new

leads through E-mail & SMS

Auto follow-up on each stage change of leads

Auto Send Salesperson's contact info to customer

Easy to send greetings mail/message on the event

Set Personalized Follow-ups

Create a custom Target audience for the Campaign

by Filtering data from Lead/Contacts/Email list etc.

Create a Professional Email template with ready-

made snippets by drag and drop, edit and fix it

Sales Management and AutomationCreate Product Master

Customer Wise price list

Quotation Management

Quotation revision history

Pro-forma Invoice

Sales Order Management

Invoicing

Schedule Payment collection reminder

Schedule Payment Auto Follow-ups

Payment

Notes Management

Calendar / Meeting Management

Multiple Standard Reports

Owner Analysis Dashboard

Live Sales dashboard

Advance Sales Reports

General ledger ReportPartner ledger ReportTrial Balance ReportsConsolidation Profit and LossBalance Sheet reportDouble Entry managementGenerate Automated Invoice fromSalesAutomated bill from PurchaseDue Payment ReportCreate Multiple Bank AccountsAdvance Reporting to track yourcomplete receipt/payment to do /bank balance on hand cash on a singlewindow to plan your financemanagement

Basic Accounting Management

Attractive dashboard To manage yourfinanceVendor Bills / Customer Invoice Fulland Partial PaymentFully integrated with our other AppsInventory, Purchase, Sales, and others

Track entire product movement in yourcompany with Attractive DashboardProcurement RulesStock ForecastProduct Brand ManagementManage Product VariantsManage products category wiseMaterial IssueLIFO and FIFOBin Put away Strategy - by-product and

Stock ReservationPush And Pull Routes

by-product category

Manage Multi-warehouse managementInventory Valuation / Stock LedgerDrop-shippingPick - Pack – ShipManage Internal movementGRN (Goods Receipt Note)Get Live & Forecasted Product StockDefine multiple Location within WarehouseMinimum Stock RulesAutomatic PO based on SO/MOQManage Incoming ShipmentLanded CostManage Delivery Orders

Inventory Management Automation

Purchase Inquiry

Purchase Order (PO) Approval

Inward Material From Vendor

Purchase Automation Based On MOQ

Last Cost In Purchase Orders (PO)

Purchase Requisition

Inventory Forecasts

Procurement

Purchase Indent

Purchase Costing with landed cost

Automate your purchasing workflow

Supplier price lists & product

availability

Fully integrated with our other Apps

like, Inventory, Invoicing

Minimum Stock Rule

Automate Ordering

Fiscal Position

Purchase Analysis and Advance

Report

Purchase Management Automation

Breakage / Scrap ManagementWork Order PlanningProduction Costing AnalysisProduct ForecastingProduct Cost AnalysisAdvance Reports

Create WorkcentersScheduling & PlanningOrganize Work orders, Production orderManage Bills of Materials (BOM )Multi level Bills of MaterialsRouting as per manufacturing processJob work Outsourcing

Manufacturing Management and Automation

Contact Management

Facility to add image also for each contactGet all the history like sales/purchaseinvoice / Task / Meetings etc on eachContact Filter your contact by customer / vendor /state / Country etc.

Create multiple contacts with all requireddetails Like GST, PAN, CIN, etc.Facility to attach document against contact.Users can add multiple contacts departmentwise in a single company contact.Facility to add image also for each contact

Project ManagementProject and Task Management Auto-create Project from sales order Auto-create tasks & stages for each new project Auto-create task by incoming Mail Manage Multiple stages of task Assign task with Deadline, Planned Hours andpriorityTask Start and stop facility Track the progress of each task in Percentage Manage task Activity Log

Auto-Create Timesheet of each user toTrack Performance and Cost.Attachment Facility against each task Ease of communication through Emails &internal chat.Real-time Collaboration with customer Chat with Internal Team Members Create Assign Manage & Track Sub Task Project Tracking & Analysis Manage Analytic Accounts Project wise Costing & Revenue Reports(Basic Accounting Compulsory)

Helpdesk (After Sales Service Management)Create and Manage Service Tickets Auto-create Ticket by incoming mail Assign Service to your service person. Manage Deadline and priority on each ticket The service person can see their service ticketsassigned Classify & Manage the tickets in differentStages

Service people can add the service data withstart & stop time. Manage service performed as well as partsreplaced/repaired data against each serviceticket. Get the history of all the services performed inthe past for all your customers. Advance reporting to track and analyze theservices.

Internal Discussion for allthe user to talk internallyAlso a facility to createseveral private group topass/send message in groupFacility to talk in privatechat alsoStar messages withimportant content to easilyfind them back in the StarredlistCreate Private groups andinvite the usersInvite participants in privategroups and restrict access tochannels to a selected groupof employeeTurn a conversation into achat session to keep chattingwhile switching modulesEnliven your conversationswith emoji

Internal Discussion

Print and Download Reports In Excel Format and PDF Format.    Directly Import and Export data from Excel Sheet.         Get an analysis Report in Bar chart, Pie Chart, Line chart, Collom chart, ListView, kanbanview, and customizable pivot view        Access software in browser from any device like desktop, mobile, laptop, etc.        Improved decision makingSolid Operational BackboneCentralize your ManagementIncrease Productivity and PerformanceStreamline Employee engagement

SOME OTHER BENEFITS

What's App: +91 82646 64074, +91 982 555 8857sales@teknovativesolution.com

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