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R Plus CRM

by : Refux Software

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R Plus CRM logo
R Plus CRM
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R Plus CRM

by : Refux Software

PRICE ON REQUEST
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Brand: Refux Software

Type: Software

Operating System: Windows

Free Trial Available: No

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R Plus CRM Software Overview

Increase the productivity of sales and marketing by our CRM Software. You can boost your business using this software. This the CRM software for small business will manage the activities of tele calling, quotation preparation, follow-ups, invoice, billing etc. Sales and marketing team is playing an important role in all the business. customer relationship management software. Building a relationship with the customer starts with sales and marketing. The 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 the sales and marketing team is playing an important role in 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.
  • Lead Management System
  •  

R Plus CRM Features

  • checkbox 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.
  • checkbox Analytics & Reporting Sales analysis. Analyze Tele Calling and Sales Activities. Graphical Reports.
  • checkbox Customer Information System (CIS)
  • checkbox Lead Management Leads and followups. Tele calling and followups.
  • checkbox Alerts & Notifications Instant email and sms notifications to client. Notifications for your task. Daily followup notifications.
  • checkbox Billing & Invoicing Billing and Invoices. Quotation preparation. 
  • checkbox Sales Management Sales Analysis.
  • checkbox Dashboard Smart Dashboards.
  • checkbox Surveys & Feedback Online Complaint Management System. Complaint Management.
  • checkbox Inventory Management Stock management.
  • checkbox Mobile App
  • checkbox Accounting & Taxation

R Plus CRM Plans & Pricing

Why Choose Us
Unlimited Software Choices


There is something for everyone — Choose from over 15000 software options in 600+ software categories

Filter the software features basis your business requirement, select the software in your budget, Add to Cart and buy!

It's as simple as that. Compare unlimited software options and make the right choice for your business

1
Expert Advice
Any Day, Any Time


India's best software experts are at your disposal to guide you for all your software needs

Get the support with comparing different product features, pricing and more to grow your business many fold


Their expertise can help you save time and money

2
Try Before You Buy


Our software partners are fully equipped to provide a FREE demo for Techjockey customers

Explain their software features better so that you make the right choice for your business


They can guide you with different use cases and make sure you own the best suited software and make a positive change in your business growth

3
Fits Right Into Your Budget


At Techjockey, you can get personalised plan and pricing basis your business needs

With so many options, our tech-experts help you select the right match for your business in terms of features and budget

Trusted by many happy and satisfied businesses

4
One software can change your life
We make it happen! Get your hands on the best solution based on your needs.

R Plus CRM Specifications

  • Supported Platforms :
  • Deployment :
  • Suitable For :
  • Language:
  • Windows
  • Web-Based, Perpetual
  • All Industries
  • English

R Plus CRM Reviews

Likelihood to Recommend

71%

Have recommended this product

Customer Reviews
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Review

We love to hear from our buyers! If you have used the solution already, why not share your thoughts and help others make the right purchase.
V
VINOD MALHOTRA
24, Nov 2017
star star star star star
In our search for the software we contacted Techjockey.The process was simple and the representative was both professional and helped us narrow our choices to a select few.
S
StayinFront Inc
17, Nov 2017
star star star star star
Techjockey provided 3-4 options based on my needs. They were also proactive in following up to ensure i had everything I needed to make a decision.

Compare R Plus CRM With other CRM Software

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R Plus CRM FAQ

Q. Can One manage the customer in Rplus CRM? arrow

A. 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.

Q. Do the Rplus CRM provide user specific templates? arrow

A. 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.

Q. How can one improve the effeciency using your CRM software? arrow

A. 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.

Q. How can we generate previous quotations? arrow

A. 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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