CRM Software Solution For Quotation | Invoice | Lead Management

"Inquiry Management, Quotation Management and Sales details with Customization."

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Big Companies Trusts CRM software for their internal and external management.

Customer Relationship Management Software is the core of any industry, and in today's competitive market, it is the only viable business model. CRM is the finest business option if you want to expand your company using current technology. CRM software assists your business in day-to-day sales activity with its various features, including lead or enquiry management, quotation management with follow-up reminders, invoice management, etc. For corporate organisations today, every enquiry is extremely essential, and its follow-up is even more crucial. CRM Software handles each inquiry and its follow-up by assigning it to the appropriate staff member and recording their feedback. Lead management and Enquiry management System are very much an integral part of CRM software and it Makes Easy Inquiry & Follow-up.

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Are you facing problems with the current system?

Difficult to track inquiry

Tedious task to manage manually

Time wastage = money wastage

Benefits of CRM Software

Easy to generate quotation

Real time reports based on company

Business growth due to more follow-ups

Better customer services

Automation and system saves time

Increase sales

Features of CRM Software

Masters
Product Management
Indian CGST, SGST, and IGST settings are available via Item Management
Product Import using Excel Possible (AS per our Excel Format)
Product with Image Possible
Quotation Header Image like Letterpad Settings Available
Quotation Footer Image like Letterpad Settings Available
Quotation Email Subject Default Settings Available
Quotation Email Message Default Settings Available
Inquiry Management
Inquiry Add
Inquiry Import via Excel Possible
Fetch Leads from Facebook Leads, Google Leads, etc Possible
Inquiry Status Updates
Quotation Management
WhatsApp
Duplicate Quotation Generation with 1 Click
Quotation Generation in PDF File

1 Click Send Email to Customer
Send Quotation PDF via Email from your Gmail Account
Send Quotation PDF via Email from your Webmail Account or GSuite Account
Item wise Discount Possible (Discount column will only display when you apply a discount)
Inquiry & Quotation Follow-up Management
Inquiry Follow-up Management
Quotation Follow-up Management
Invoice Management
Invoice Generation
Invoice Edit
Receipt Management
Payment Entry
Payment Reminders
Realtime Reports
Inquiry Reports
Quotation Reports
Inquiry Followup Reports
Quotation Follow-up Reports
Invoice Reports
Payment Reminder Reports

With more than 250 CRM products deployed to the market and 100 implementation percentages, we developed CRM. We have created various CRM modules for various industrial categories. We have CRM for ac businesses, generator businesses, manufacturing companies, traders, instrumentation businesses, CCTV businesses, etc. Inquiry management software is another name for our CRM software. For a new-age business proposition, 90% of sales and marketing operations are important. All small and medium-sized businesses now require digital marketing and SEO since these channels generate leads more affordably and with lower cost per client acquisition.

Digital marketing channels can be integrated with CRM and ERP software. For instance, we could link the website's inquiry page to the CRM inquiry page. Trade India, IndiaMART, Justdial, etc. Through the automation of email, inquiries can be directed toward integration with our CRM or ERP software. Additionally, our CRM and ERP software can be connected with an e-commerce website. We gave the manufactures desk proposal materials to create and plan analytics documents for CRM software. In addition, we manage the data flow from CRM to inventory management software, field sales executive racking mobile apps, maintenance engineers mobile apps, etc. We are aware of the fundamental operation of any CRM: it begins with an inquiry and concludes with a sale and payment collection. With a ready-to-use CRM module that is both affordable and simple to use, we create custom CRM.

Process of CRM Software

1. Inquiry From Customer

Inquiry source , hot / warm / cold status inquiry follow-ups reminder.

2. Quotation to Customer

Quotation Generated in PDF With Auto Mail send, Dynamic Formate Layouts.

3. Follow-ups And Reminders

Follow-ups Reminders of inquiry And Quotation, One Click Revised Quotation

4. Tons of Reports to Increase Profit

Detail Sales Management With Tons of Reports

What You Will Get.

Admin Panel for Admin

Android Application(upon request)

IOS Application (upon request)

Important Modules Of CRM Software

Inquiry Management

We easily manage the inquiries by keeping track of it and taking necessary actions on it.

Inquiry and Quotation Software in Vadodara

Quotation Management

We easily manage quotation send/ pending status based on inquiries and keep track of the whole process.

Inquiry & Quotation Follow-up Management

We get the all data up to the mark on the system by which we can plan for follow-ups of inquiries, pending works, etc.

Invoice Management

Invoice generation is one of the important tasks in business and by CRM software this work was done smoothly and precisely.

Receipt Management

After payment receipt management was also done with records on system with date and time.

Inventory Management Software with Bill of Materials

Realtime Reports

Using the system we easily generate real time reports on inquiries, invoices, sales, quotation, employees, etc. on a weekly, monthly, and yearly basis.

Testimonials and Review of Our Few Customers

elmex

We are looking for customized complaint management and tracking system for our organization. Arth Technology understood the complete concepts and developed easy to use Android App and Web interface. Great Job.

JAS

Our business is related to solar fitting, in our business customer calls us for any kind of complains, so it's very difficult to track down the customer's complain, allocation to the staff member, current staff member workload and everything. You made a wonderful App. Thank you.

Thank you for developing CRM Software & Service Management Application with easy to use interface. The reminder feature is excellent. Your software saves our employees valuable time, and it helps us grow business to the next level.

URBANE TEK

I am having multiple companies and want to track Purchase Order by company. You have developed easy to use customized PO Management Software for our company. Thanks for giving tons of reports. Our employees are happy to use it.

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Frequently Asked Questions

What is CRM software?

CRM is Customer Relationship Management. CRM is a software platform that helps businesses foster strong customer relationships and improve sales and retention by having quality conversations with prospects and clients.

What CRM and ERP?

The computer software that ensures companies record every transaction and interaction with the present and prospective clients in CRM. Utilized in Front office activities platform. It Focuses on Increasing or creating sales Oriented towards client quoting.

The integrated pre-packaged computer software lets the organization manage and control business processes, going on in the organization. Utilized in Back office activities platform. It Focuses on Reducing costs. Oriented towards Enterprise quoting.

What does a CRM actually do?

A CRM system helps companies stay connected to clients, streamline processes, and improve profitability. CRM is a technology for managing all your company's relationships and interactions(create invoice, quoting, etc..) with clients at one place.

Which CRM is best for small businesses?

Arth Technology provides the best-customized CRM for small businesses according to business requirements at an attractive rate.

Why do We need a CRM?

A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. CRM is a technology for managing all your company's relationships and interactions(invoice, quoting, etc..). We can create a customized invoice by using the CRM platform. We can also create quotes for inquiries.

what is the process of CRM?

The CRM process is a business strategy that helps companies better identify and understand their clients. The goal of the CRM process is to improve the company's marketing efforts, product development, product maintenance, and sales in the market platform.