Sales Documentation Management

Business Process Flow - Modules in System

Lead + Customer

Followup

Sales Quote

Quote Follow-up

Invoice

Proforma Invoice

Sales Order

A Marketing Sales & Order GST Documentation followup management software.

Documentation Covered - Once you have this in place rest assured your staff will not waste time in documentation formatting, customer information, searching for old documents

Sales Quote
Sales Order Acceptance
Sales Proforma Invoice
Sales Invoice

Sales & Order Management Covered - All reports, registers, summarized / detailed analysis of current / past periodic performance.

GST Reports
Lead Customer Database in one central location
Follow-up / Communication History
Old Quote / Order / Invoice data reports at a click
Delivery Pending List / Pending Sales Order List
Complete Quote Order Invoice analysis periodic salesman wise
Summarized / Detailed Registers

Feature List

Create new Lead / Opportunity / Quote database
Follow Lead / Opportunity / Quote record the response given by contact person in system, when next time anyone follows will know the communication chain
Set a reminder date when to next follow-up date, system will let you, your salesman know whom to when
Grade the Lead / Opportunity as Hot / Warm / Cold.
Close lost quotes with reason for same for further analysis
Single screen to view status of all Leads right from Enquiry received, follow-up started, Sales Quote generated.
Once you receive the order convert Lead to Customer.
Convert Sales Quote to confirmed Sales Order Acceptance in one click, do necessary changes if any
Raise Proforma Invoice for advance payment against Sales Order
System auto maintains delivery pending list
Raise Sales Invoices against Sales Order at a click of button

Price per User per Month

Per User Per Month^* :

No. of Months :

Total Payment^* :

Total Max Records per user^### :

Max Records per Day per user^## :

1150

3 Months

3450

10000

250

1150

12 Months

13800

10000

250

1150

24 Months

27600

10000

250

Trial

1 Month

2000

250

Information

*Taxes Extra

Per User per Month and Per User Per Plan charges don't include taxes, taxes are extra as applicable.

### Total Max Records per user

For every user you get total maximum no of records in system is 10,000.
When you reach 10,000 records limit you need to subscribe one more user, your limit will be increased by 10,000 records.
for e.g.
You have subscribed for 4 users you will get 4 * 10,000 = 40,000 maximum total no of records in system.
Once you have reached the limit of 40,000 records you will have to subscribe for at least 1 more user as it will give you additional 10,000 records to use.
Now you will have 5 users 5 * 10,000 = 50,000 maximum total no of records in system.

Why this limit: Processing records takes time as each record increases, it adds to processing time which in turn increases cost.
CPU, RAM, I/O, database size, file size processing time and cost's increases with increase in number of records / data size.
Software is provided to you as a service, you are subscribing for the same we do not want you or others to find lag or slow response time processing records.
For clarity on records see point Records.

## Max Records per day per user

For every user you get total maximum number of records in a day in system is 250 provided you don’t cross the limit of 10,000 records. e.g.
If your organization has subscribed for 4 users you will get total 1,000 records in a day.
In system any user can make any number of records however total count of records cannot exceed sum total of no of users subscribed * 250 i.e. 1,000 in a day in this scenario.

Why this limit: We don’t want few to benefit at cost of others if they are heavy users they should pay for same, processing records takes time as each record increases, it adds to processing time which in turn increases cost.
If any single user has more than 250 records to enter in system on daily basis that means he is not a basic user he is a heavy user he needs to upgrade to add more users.
CPU, RAM, I/O, Database size, file size processing time and cost increases with increase in number of records / data size.

Records

Records is the sum of total number of entries in below mentioned forms / business processes

Particulars
Transaction Line Item Count	Products	Entities	Addresses
Contacts	Suppliers in a Purchase Enquiry	CAPA Records	Bill Of Material
Bills	Receipt + Payment	Debit Note + Credit Note	Direct Journal Entries
Courier Register records	Tasks assigned to Employees	Daily Field work reporting	Advance Adjustment Entries

*Above mentioned forms / business processes may or may not be applicable for your plan

Demo Trial Plan