CRM Module

Company CRM system by Spectrum ERP

Lead Management

• Creates Leads from prospects
• Convert Lead into Opportunity
• Manage Lead Status
• Manage Category wise Leads
• Create Activities against Lead
• Maintain Lead Notes
• Map Multiple Contacts to Leads

Contact Management

• Manage Company/Lead wise contact details
• Create task and activities against contact
• Notes for each contact
• Case management against contact

Task Management

• Activity assignment to Team
• Manage Task Category
• Task assignment against Lead or Contact
• Task Recurrence
• Task Prioritization
• Reminder for Task owner & Team
• Maintain Task Notes
• Private Task
• Task Manager

Opportunity Tracking

• Track Opportunity
• Categorize Opportunity
• Track Stages
• Effectively Predict Revenue
• Activities against Opportunity
• Details on Sales Partner, Products, Competitor
• Maintain Notes
• Able to privatize your Notes against opportunity
• See Complete Stage History of your Opportunity

Appointment Management

• Appointment Scheduling
• Categorize Appointments
• Link appointment against Lead/Contact
• Prioritize Category wise Appointment
• Add & Manage Attendee details
• Manage Appointment Notes

Event Management

• Plan & Record your Events
• Analyze Sales from Promotional Events
• Location wise Event
• Event Category related to Clients, Opportunity ,Campaigns etc
• Send Reminder to Related Persons
• Maintain Event Notes

Customer Case Management

• Analyze & Maintain Customer related Queries
• Product & Customer wise Case Management
• Maintain Status of Cases
• Maintain Case Category
• Prioritize cases
• Manage Solution methodology for Case

E-mail Tool

• Send Individual e-mails to multiple persons
• Send Category wise e-mails Notification
• Document Attachment
• Send email to internal teams also

SMS Tool

• Send SMS to multiple people, group
• View SMS History