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| Post Sales Features |
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- Dashboard
On Dash board you can see statistics, latest open tickets and navigation links to manage different section of CRM. You can click on any counts to view details under statistics section.
- Suppliers
You can view list of Suppliers with details information and also can Add, Edit and Delete Supplier.
- Product and Services
You can manage your Product & Services. You can see details information and also can Add, Edit and Product & Service.
- Resellers
Manage your Resellers. It shows list of resellers with option to control reseller's profile,sub-resellers,users,agents,members,packages and retail packages for that reseller.
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Dashboard |
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- Manage Orders
You can manage sales (Approve Order) and generate invoice from this section.You can manage released orders,current and historical invoices.
- Inventory
The Inventory section has a list of reserved Membership Numbers and PIN combinations for different products. Once a new member subscribes for a product, the CRM assigns a unique Membership Number and PIN combination to the member depending upon the subscribed product. Every Membership Number and PIN combination is associated with a specific product, and that combination cannot be used for any other product.
- Reports
This module provides you multiple reports related to Suppliers, Activation ,Cancellation. You can generate and download the report in MS-Excel format.
- Sales
In this section sale agent can add new members and sale only retail packages assigned to them.
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Search Products |
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- Membership Services
Powerful interface to give excellent after sale service to your members.In this section you can search members based on many criteria like first name, last name and membership number etc. You can view his Program Details, Member Info, Membership History, Referral History, Tickets, Notes.
- Provider Relationship
In this section you can manage Provider Details, View Provider Pricing and Search Pricing List. This section also allows you to manage ticketing for members.
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