Loading...

+1 (888) 520-4567

Products

You are here : Home / Pages / Services

Offline CRM

IIZASOFT is a leading CRM Software Development Company in Chennai. Our CRM system as a best business solution in organization coordinating and integrating and its functions, mainly

Sales Lead Management (Marketing)
Sales Quotation
Inventory
Purchase Sales
Basic Accounts
Reports

Modules

Enquiry/Lead:

You may receive enquiries from various sources such as Newspaper Advertisement, Internet Advertisement, Cold Call. Proper Management of this lead information enables you to analyze and track the product, or source that generate more leads/enquiries. It also helps you to store the customer contact details in an organized way, so that it is easily available whenever.

Follow-ups:

Most of the deals are lost to competitors due to less follow-up or over follow-ups. Proper management of follow-up information prevents leads, from going cold. EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up if it is phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done and the next follow-up details. It also provides you the entire history of lead follow-up in a single glance.

Closure:

After series of follow-up the lead is moved to the final stage that is closure. Managing closure details enables you monitor and track the overall sales performance. EQMS Lite lets you track the status of lead/enquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal. Other Features Reports Reports provides complete overview of leads, follow-ups and closure details.

Email and SMS Integration
Master Entries

Customer Entry
Supplier Entry
Item Entry (model, design, size)

Marketing: To Manage Target

Enquiryc
Marketing – Status (Daily/Weekly/Monthly)
Quotation

Inventory- Stock Management

Purchase Entry
Purchase Return
Sales Entry
Sales Return

Sales:To Manage Account, Lead and Campaign

Sale Order
Customer Entry
Sales Invoice
Purchase Order

Invoice Details

Tax Invoice
Delivery Note or Delivery Challan (Non Billable)
Delivery Challan cum Invoice
Sales invoice can edit ( without changing invoice num and date )
Terms of payments (will be display for payments column)
Excise Invoice (Optional)
Service Invoice
Supplier wise purchase reports
Payment Reports
Outstanding reports

Support: To Maintain support detail of Clients
Activities: To Maintain details of Daily Transaction.
Collaboration: To Maintain Documents

Cash Transaction Maintenance (Accounts)

Amount Payable( To suppliers)
Amount Receivables ( From customers)
Expenses
Petty Cash
Credit Note
Debit Note

Reports

Stock Summary
Sales Reports
Customer Wise, Date Wise, Month Wise, Product Wise
Purchase Reports
Supplier Wise, Date Wise, Month Wise, Product Wise
Payment Reports
Outstanding reports
Customer Wise, Date or Month Wise

Features

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer lorem quam, adipiscing condimentum tristique vel.

Billing Features

Purchase Features

Discount & Schemes

Document Printing

Fully User-Configurable Invoicing

Taxation Reports / Registers

MIS Reports

Utilities

General Features

Comprehensive Financial Accounting

Inventory Management

CHECK OUT OUR FEATURES

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer lorem quam, adipiscing condimentum tristique vel.

Easy To Customize

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer, adipiscing tristique vel... Read More

Creative Layout

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer, adipiscing tristique vel... Read More

Fully Responsive

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer, adipiscing tristique vel... Read More

Awesome Shortcodes

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer, adipiscing tristique vel... Read More

Features
Features
Features