CRM Software System

Sales Management: Customers, Logged Calls, Leads, Potential, Solution, Case, Opportunities, Quotation, Invoice, Sales Order, Sales Team, Products, Issues, Contract, Contract Renewal, Sales Enquiry, Time Material, Customer Complaint, Despatch Order, Sales Order Schedule, Packing List and Sales Return, AMC


Accounting: Customer, Invoice, Customer Payment, Tax Code Template, Tax Group, Invoice Tax Account, Stock Journal, Journal Entries, Journal Items, Journal Items to Reconcile, Bank Statement, Cash Registers, Expenses, Entry Sequence, Automatic Reconciliation, Assets Category, Assets, Depreciation Lines and Budget



Purchases: Suppliers, Products, Quotation, Invoice, Purchase Order, Purchase Receipt, Supplier Payment, Incoming Shipments, Incoming Products, Vendor Bills, Purchase Indent, Purchase Tendor and Purchase Return



Fiscal Position: Accounting Period, Fiscal Year Period, End Period, Fiscal Position and Fiscal Position Template



CRM: Customers, Logged Calls, Leads, Potential, Solution, Opportunities, Quotation, Invoice, Sales Order, Campaign and Purchases

Human Resources: Employees, Job Position, Employee Application, My Current Timesheet, Appraisal, Appraisal Plan, Leave Request, Expenses, Interview Request, Timesheet Accounts, Badges, Challenges, Contribution Registers, Sales Rule Category, Salary Rules, HR Contracts, Working Schedule, Resource, Facility Management, Action Reason, Attendance, Department, LeaveType, Degree, Company, Project, Task, Skill Catgoery, Skill Maintenance, Skill Level, Skill List Maintenance, Employee, Training and HR Reports



Marketing & Common Settings: User, Role, User Permission, Role Permission, Title, State, Country, Currency, Company, Company Setup, UOM and Tags



All Reports:



Invoices Based Reports: Invoice VAT, Invoice List, Invoiced List, Invoice Summary by Day, Invoice Summary by Payment, Invoice Summary by Tax, Invoice Summary by Partner, Invoices Analysis, Invoices By Accounts, Invoices By Status and Invoice ListByInvoice

Leads Based Reports: Converted Leads, Lead Conversion CountOwners, Lead Conversion Industries, Lead Conversion Owners, Lead Conversion Sources, Leads Analysis, Leads By Industry, Leads By Ownership, Leads By Source, Leads By Status, Lost Potentials, Open Potentials and Oppurtunity Analysis

Sales Based Reports: Sales by Product, Sales by Tax, Sales by Date, Sales by Customer, Sales Report, Sales by Partner, Sales Analysis, Sales By LeadSource, Sales CycleDurationLeadSources, Sales CycleDurationOwners, Sales CycleDuration PotentialType, Sales OrdersByAccounts, Sales OrdersOwner, Sales Ordersstatus, Sales PersonPerformance and Sales ReceiptAnalysis

Purchase Based Reports: Purchase by Date, Purchase by Partner, Purchase by Product, Purchase by Supplier, Purchase Analysis and Purchase OrdersbyStatus

Reports: Work Order List, Produciton List, Work Item List, Work Hours List by Project, Partner Balance, Customer Ageing, Supplier Ageing, Trial Balance, Partner Balance, Bank Statement, Cash Flow Statement, Chart of Account, Customer Payables, Customer Receivables, Day Book, Warehouse Balance, Balance Sheet, OverDue Payables, Overdue Receivable, Profit/Loss Account, Profit/Loss Detail, Profit/Loss Report, Account Statement, Equity Changes, Account By Industry, Amount By Vendors, Appraisal Analysis, Campaign Leads, Campaigns Revenue, Cases By Comments, Cases By Origin, Cases By Priority, Cases By Status, Contact Mailing List, Contacts vs Purchases, Cumulative Flow, Entries Analysis, Forecast History, Key Accounts, Orders Analysis, Overall Duration Lead Sources, Overall Duration Potential Type, Phone CallsAnalysis, Pipeline Probability, Pipeline Stage, Popular Solutions, Potential ClosingMonth, Potentials By Type, Products By Cases, Products By Category, Products SupportTermination, Quarterly ForecastSummary, Recruitment Analysis, Stage Vs PotentialType, Tasks Analysis, Tasks and Events, This Month Sales, Today Sales, Today's Calls, Today's Leads, Treasury Analysis, Vendors vs Purchases and Purchase ReceiptAnalysis

Supply chain and operations management: Purchasing, Manufacturing, Inventory and Sales order processing.
Customer relationship management: Improve customer service, increase cross-sell and upsell opportunities.
Project management: Get what you need to deliver work on time and on budget with better billing and project monitoring.
Human resources management: Get help attracting and retaining good employees with tools to help hire, manage, and pay your team.
Business intelligence: Make smart decisions with easy-to-use reporting, analysis, and business intelligence tools.
Each Modules have Dashboard, Settings, Reports and Control panel

BuyASP.Net CRM on Cloud
Real-time Work and transactions
Extensive Data Import and Export Capability
Detailed Reports and generations
Live Updates and deletion with Audit Trail
Multi-Tasking, work same time in different module
Auto management work for all documents and display
User based quotes, invoices, orders etc
Extensive Data Backup for future
Multi company and Data Backup management
Software Cost Estimation
Scheduling for automize Data Backup
Export reports to PDF, HTML, IMAGE
Highend Dashboard and notifications
Automatic Process for Year Ends

CRM Software Modules

Tools Used:-
ASP.NET 4.5, C#.Net, MSSQL 2016
Windows Based Hosting Server

Sales Module:-
Overview Sales Dashboard
Manage Customers
Logged Calls
Leads
Potential
Solution
Case
Opportunities
Quotation
Invoice
Sales Order
Sales Team
Products
Issues
Contract
Contract Renewal
Sales Enquiry
Time Material
Customer Complaint
Despatch Order
Sales Order Schedule
Packing List
Sales Return
AMC
Partner
Warranty Claim
All Dynamic Sales Settings
All Sales Reports

Finance & Accounts:-
Overview Finance Dashboard
Customer Payment
Tax Code Template
Tax Group
Customer Accounts
Invoices
Invoice Tax Account
Stock Journal
Journal Entries
Journal Items
Journal Items to Reconcile
Bank Statement
Cash Registers
Expenses
Entry Sequence
Automatic Reconciliation
Assets Category
Assets
Depreciation Lines
Budget
All Dynamic Finance Settings
All Finance Reports

Purchases:-
Overview Purchase Dashboard
Suppliers
Products
Quotation
Invoice
Purchase Order
Purchase Receipt
Supplier Payment
Supplier Type
Incoming Shipments
Incoming Products
Vendor Bills
Purchase Indent
Purchase Tendor
Purchase Return
All Dynamic Purchases Settings
All Purchases Reports

Human Resources:-
Overview HR Dashboard
Manage Employees
My Current Timesheet
Working Schedule
Action Reason
Attendance
Employee Attendance Tool
Employee Training
Recruitments
Job Position
Job Application
Offer Letter
Offer Term
Interview Request
HR Contracts
Leaves and Holiday
Leave Request
Leave Type
Holiday List
Leave Allocation
Leave Allocation Tool
Leave Block List
Payroll
Salary Slip
Process Payroll
Salary Structure
Earning Type
Deduction Type
Salary Rules
Sales Rule Category
Salary Register
Monthly Salary Register
Expense Claims
Expenses
Expense Claim
Expense Claim Type
Appraisals
Manage Appraisal
Appraisal Plan
Skill Maintenance
Skill Category
Skill Level
Skill List Maintenance
All Dynamic HR Settings
All HR Reports

Marketing:-
Overview Marketing Dashboard
Events
Event Ticket
Leads Assignation
Teams Assignation
Mass Mailings
Time Scheduler
Mailing Lists
Attendee
Versions
Website Domain
All Dynamic Marketing Settings
All Marketing Reports

User Admin:-
Manage Users
Manage Role
User Permission
Role Permission
Title
State
Country
Currency
Company
Company Setup
UOM
Tags

All Reports:-
Invoice Summary by Day
Invoice Summary by Payment
Invoice Summary by Tax
Invoice Summary by Partner
Invoices Analysis
Invoices By Accounts
Invoices By Status
Invoice ListByInvoice
Invoice VAT
Invoice List
Invoiced List

Converted Leads
Lead Conversion CountOwners
Lead Conversion Industries
Lead Conversion Owners
Lead Conversion Sources
Leads Analysis
Leads By Industry
Leads By Ownership
Leads By Source
Leads By Status
Lost Potentials
Open Potentials
Oppurtunity Analysis

Sales by Product
Sales by Tax
Sales by Date
Sales by Customer
Sales Report
Sales by Partner
Sales Analysis
Sales By LeadSource
Sales CycleDurationLeadSources
Sales CycleDurationOwners
Sales CycleDuration PotentialType
Sales OrdersByAccounts
Sales OrdersOwner
Sales Ordersstatus
Sales PersonPerformance
Sales ReceiptAnalysis

Work Order List
Work Item List
Work Hours List by Project
Partner Balance
Customer Ageing
Supplier Ageing
Trial Balance
Partner Balance
Bank Statement
Cash Flow Statement
Chart of Account
Customer Payables
Customer Receivables
Day Book
Warehouse Balance
Balance Sheet
OverDue Payables
Overdue Receivable
Profit/Loss Account
Profit/Loss Detail
Profit/Loss Report
Account Statement
Equity Changes
Account By Industry
Amount By Vendors
Appraisal Analysis
Campaign Leads
Campaigns Revenue
Cases By Comments
Cases By Origin
Cases By Priority
Cases By Status
Contact Mailing List
Contacts vs Purchases
Cumulative Flow
Entries Analysis
Forecast History
Key Accounts
Orders Analysis
Overall Duration Lead Sources
Overall Duration Potential Type
Phone CallsAnalysis
Pipeline Probability
Pipeline Stage
Popular Solutions
Potential ClosingMonth
Potentials By Type
Products By Cases
Products By Category
Products SupportTermination
Quarterly ForecastSummary
Recruitment Analysis
Stage Vs PotentialType
Tasks Analysis
Tasks and Events
This Month Sales
Today Sales
Today's Calls
Today's Leads
Treasury Analysis
Vendors vs Purchases
Purchase ReceiptAnalysis

Purchase by Date
Purchase by Partner
Purchase by Product
Purchase by Supplier
Purchase Analysis
Purchase OrdersbyStatus