Service CRM

If we want to grab a deal and customer also wants a Estimate/Quotation, then we easily generate a rough estimate for that particular customer. This estimate / quotation is also use to make a invoice for that particular quotation. This generates a unique impact on a customer side.

Advance facility in our service management software plays a very important role. Whenever a customer make some advance payment, on the same time a customer get a immediate response through the help of our transactional SMS /E-Mail.

• Search pending Services by date wise.
• Search solved Services by date wise.
• Search all Services by date wise.
• Day wise service search.
• Pending / solved by search.
• From date to date search.
• Customer id wise search.
• Machine serial number wise search.
• Allotted wise search.
• Area/city wise search.
• Till today’s pending search.

Create invoice is the primary and most important part in our service management software. Through the help of invoice a company can easily generate a customer and also if a customer required some special discount then we can also avail for that. There are some major unique points through which we can easily track our customer, some points are given below:

• Manage which sales representative sale the particular machine.
• In which company our machine is use.
• Manage contract start date.
• Manage contract and date.
• Manage advance customer.
• Which model they are purchasing.
• Arrange a particular and unique serial number.
• Make a service tax or a vat tax functionality.
• Manage a service type like: QUARTERLY, MONTHLY, YEARLY , HALF YEARLY.
• Buy old machine facility.
• Auto deducts the old machine cost.
• Sale a machine on a full/installment part.
• Manage a multiple number of installments.

AMC Management plays a very important part in a Service Field. After a machine warranty is expired than a customer required a annual maintenance contract which make a customer mind free from the service part. In this AMC part a company can arrange a service type like: QUARTERLY, MONTHLY, YEARLY and HALF YEARLY. There some also unique features in our AMC management part :

• Search pending Services by date wise.
• Search solved Services by date wise.
• Search all Services by date wise.
• Day wise service search.
• From date to date search.
• Customer id wise search.
• Machine serial number wise search.
• Allotted wise search.
• Area/city wise search.
• Till today’s pending search

A Complaint Management Part is use in our Service CRM Software for managing the complaints either it is our existing customer or a new customer. We have a Possibility to manage a new customer that is coming from referral marketing. Whenever a Customer generates a call for a complaint, our Service Management Software automatically generate a unique Complaint ID’s. Our software has a remarkable facility of sending Transactional SMS to a customer on a same side it also send a SMS to an Assign Executive for a Complaint/Service, when our executive will complete that particular complaint than a customer also get a Confirmation message for a complaint solved and also for a received payment.

In our service management software we can also track a received payments or an upcoming payment from a customer side. We can have a extremely suitable facility of sending SMS and Mail.

We can easily add a multiple employee that is working in our service management company. This employee management part gives a new option to track our service executives that what they have done in a whole Month/Date wise. Through the help of employee work details we also sort by criteria that are given below:

• Date wise search.
• Employee wise search.
• Month wise search.
• Print the work detail of employee.
• Manage attendance.
• Manage salary.
• Add a assign parts value.
• Issue parts to employee.
• Search issued stock.
• Employee commission management.

• Check individual customer work report.
• Check parts used in service time.
• Check part used in complaint time.
• Track their installments status.
• Track their payment status.
• Track a payment received on a service/complaint part.

this part plays a very important role in big companies through the help of user right functionality we can manage a multiple users and also manage their rights according to designation. Lets example: We want a separation between a sales and a service part that no one can access other data. For this solution we can assign a multiple user rights according to our requirement.

Export facility in our service CRM Software gives a unique Feature to print and export the reports in deferent extension .xls, .pdf, .doc and many more. We can easily send these reports through mail. Here are some reports that we can easily exportable:

• Parts Report.
• Purchase Model Report.
• Manufacture model report.
• Customer all details reports.
• Complaint / Service Reports.
• Employee work details.
• Purchase Details.
• Installment Details.

For making our service management software easy, transparent and advanced we also implement the SMS/Email integration in it. We have add on this beneficial feature in different modules, such as

• On making of Customer invoice.
• Send SMS to Upcoming services.
• On time of complaint Generate.
• On time of complaint Solved.
• On time of service reminder.
• On time of installment paid.
• On time of status of cheque.

Report Facility also a very necessary part of our RO service CRM software because through report facility we can easily manage to check our following details:

• Stock details.
• Sales reports according to date wise/Day wise/Month wise.
• Purchase Report.
• Vendor wise Report.