Features
Dashboard
- Effortlessly generate personalized invoices in minutes with PROCRM's user-friendly platform. Customize templates with your logo and brand colors for a consistent brand experience.
- Never Miss a Payment Deadline
- Stay on top of your finances with automatic reminders for overdue invoices, ensuring timely payments and a healthy cash flow.
- Protect your financial data with PROCRM's robust security measures and industry compliance standards.
Leads Management
- Integration with India Mart and Trade India
- Show Leads Reference in quotation
- Leads Source Selection.
- Sales Person Assignments
- Daily summary updation and Next follow-up
- You can add required Time
- Status and Sub-Status selection.
- Sales Track.
- Separate flow for each lead
- Search with any input data to find leads update.
Leads Track
- Monitor your sales pipeline with Leads Track, from initial contact to invoice.
- Green indicators show completed stages for a clear view of your pipeline's health.
- Streamline workflow by tracking leads centrally, helping prioritize and identify bottlenecks.
- Access an easy-to-use dashboard to track lead progress and identify high-priority prospects.
- Customize Leads Track to fit your sales process, suitable for small businesses to large enterprises.
Quotation Management
- We provide quotations for sales, services, and AMC contracts tailored to your specific requirements.
- Reference of Service Calls and In-House Repairing: Quotations are generated with references to service calls and in-house repair work, ensuring accurate and transparent pricing
- Our system allows for easy revision of quotations, enabling adjustments based on changing requirements or negotiations.
- We send timely reminders regarding the validity of quotations, ensuring that you have ample time to review and respond.
- Customers have the convenience of approving quotations via a secure approval link, streamlining the approval process and expediting service commencement.
Invoice Management
- Create professional invoices with ease using PROCRM's intuitive interface. Generate invoices in minutes, saving you time and effort.
- Personalize your invoices to reflect your brand identity. Choose from various templates and add your logo and colors for a consistent brand experience.
- Never miss a payment deadline again. ProCRM automatically sends reminders to clients for overdue invoices, maintaining a healthy cash flow and reducing payment delays.
- Rest assured that your financial data is safe and secure with ProCRM. Our platform employs robust security measures to protect your sensitive information and ensure compliance with industry regulations.
- Gain valuable insights into your financial performance with ProCRM's comprehensive reporting tools. Track invoice statuses, monitor payments received, and generate detailed financial reports for informed business decisions.
