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about_details_pp About R Plus CRM

 Increase the productivity of sales and marketing by our CRM Software. You can boost your business using this software. This CRM Software will manage the activities of tele calling, quotation preparation, follow-ups, invoice, billing etc. Sales and marketing team is playing important role in all the business. customer relationship management software. Builinding relationship with customer starts from sales and marketing. Sales and marketing team will support the company to get new customers and order. If the company is not managing the team in a systematic way then R CRM will not be able to see the growth of the company. So managing sales and marketing team is playing an important role of any company. CRM Software plays a good role to run the sales and marketing team in a systematic way. CRM is a software which will help the sales and marketing to work as a team as well as this will improve the productivity of the team. 

Product Features

  • Marketing - There are varies techniques to market a product. It might be Tele Calling or Campaign or advertisement etc. Let it be any kind of marketing technique, it should be evaluated. Then only you will get a clear idea that this kind of marketing helps your business to improve.
  • Manage your customers - Once you got a customer it is important to maintain the customer and contact detail future reference. CRM Software will automatically create customer and multiple contact detail against customer when you convert the tele calling status to enquiry. Also it allows you to import the customer and contact details from various portal.
  • Quotation Preparation - Normally preparing a quotation will take long time because we should know the product price first and then we have to calculate the tax according to the product. Then we have to describe the instructions or terms and conditions according to the customer.
  • Sales - When you got PO or approval for the quotation you have sent, you can convert that quotation to Sales. If it is a verbal communication then you can directly enter the sales detail. It is very important to analyze the sales once in a month, so CRM Software provides facility to do a deep analisis on your sales by customer or date range etc.
  • Invoice and Billing - TAX invoice will be automatically generated when you convert the quotation to Invoice. Multiple payment can be made against each Invoice. CRM Software will help you to get the list of non-paid invoices, partially paid, analize cash flow.

Sold By : Refux Software

about_specification_ppR Plus CRM Specification

Organization Type :

  • SMEs

  • Mid Market

  • Govt

  • Startups
No. of Employees
  • 1-10
  • 11-15
  • 16-200
  • 201-500
Platform :
  • win Windows
Deployment :
  • Web-BasedWeb-Based
  • PerpetualPerpetual
Suitable For :
  • All Industries
Language:
  • English

about_features_ppR Plus CRM Features

  • Email and Document Sharing

    Email templates can be created for company profile or product catalog and send to the custome immediately using our CRM Software. Also documents or knowledge can be shared with the team, this will improve the quality of team work. Email Email Templates Share Documents

  • Customer Information System (CIS)

  • Alerts & Notifications

  • Sales Management

  • Surveys & Feedback

  • Mobile App

  • Analytics & Reporting

  • Lead Management

  • Billing & Invoicing

  • Dashboard

  • Inventory Management

  • Accounting & Taxation

about_faq_ppR Plus CRM FAQs

ou can manage customer information in Client module. Go to Client and click on Add Client to create a customer. Search option available for Client name, Landline number, Campaign, Sales Person, Reference, Designation, Email Id, Mobile Number, Contact Person, City, Area. We can add multiple contacts for each client in contact module. If you have customer or friends contact list in gmail, you can import those contacts by one click. To do that go to Import contact > click on gmail icon > enter login user id and password of your gmail account. After click on import it will import all the contacts from gmail and add it to contact list.
RPlus CRM has a built in email option available in which you can send send email. Bcc is also available in email compose. There are two mail formats available, one is HTML(Default) and another one is Plain Text. In Email templates, you can setup mail format with attachment. This setup should be done only once. When you send email just select the template name which will populate the mail subject, body and attachment from the template. You do not need to enter those detail again, you can use this feature for sending company profile or product catalogs etc. In RPlus CRM you can also setup email signature for each mail in html and plain text format.
To improve the team work it is important that the employees should be well trained and should have good knowledge. It is not required that everyone should be on same level in knowledge. But to do a team work with good knowledge and experience RPlus CRM provides an option that is Knowledge sharing through which you can share you knowledge or documents with your team. This will help you to reduce the training time to your team. Instead of explaining to the team, you can post the document in knowledge sharing and ask your team to go through that. Also you can post detail like problems and solutions, office rules and regulations, common documents, common photos etc.
You can find all the quotations in view quotation whatever you create from opportunity module. If you do not want to create quotation from opportunity you can directly create from add quotation. You can search for a quotation by Quotation number, Customer name, if you want you can add more search fields in configuration. You can also add activities against each quotation. If you want to communicate with your team against the particular quotation you can use Post / Comments option. Quotation pdf is customizable, you can change the company information, terms and conditions and watermark in settings module.
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