MIS Customer Relation Mangement Module

Demo

Remove the barriers that separate traditional ERP and CRM systems

It automates sales workflows to benefit sales teams with improved efficiency and productivity. It automatically collects all information from prospects and turns acquired data into a customer profile, ensuring that no useful information is missed and freeing your sales team from the burden of manual data entering. It also qualifies leads in the background, which greatly helps sales teams quickly connect with high value prospects.

Aside from automation workflows, Spiro also assists sales teams in handling their customers and prospects. It features a smart assistant tool that provides notifications and reminders for important events, such as upcoming deals and due dates. The software also touts powerful reporting tools that can help users connect with more prospects and increase their monthly sales.


Features of MIS Customer Relation Mangement Module

  • Customer master Table, can Create customer List or Import Client List
  • Create business types
  • Item List
  • New inquiry types
  • Create representatives which are coordinating with customers
  • Rep types that are object to representatives
  • Add branches wish are related to customers
  • Terms Can create payment terms related to customer payments
  • Create employees
  • Create classes related to customers & inquiries
  • Locations/sites which are maintaining by the company
  • Departments / divisions
  • Towns/ cities/ Districts/ province/ countries
  • Vehicle list you are using for transport
  • Chart of accounts’ which are related to transactions
  • Lead Management
  • Help Desk – Call ticket Management
  • Event
  • Service Job Agreement Management
  • Service Job Management
  • Customer Complain Management
  • Manage your pipeline from lead to post-project with ease
  • Consolidate all information and communication in one place
  • Speed up your sales process with total visibility
  • Sort, customize, and filter to suit exactly account management how you want to work
  • Easily manage customer interactions with an intuitive and visual interface
  • Faster on-time communication will improve customer retention
  • Drive sales growth with improved customer relationships
  • Consolidate your customers information and documents in one place
  • Easily designed board layouts to fit your unique businesses needs

Forms

  • Lead Form
  • Call Form
  • Call Ticket
  • Event
  • Quotation
  • SMS/Email
  • Log Notes
  • Revised Quotations
  • AMC- Agreements (Annual/Monthly/Daily)
  • Job Form
  • Job Cost Sheet
  • Job Card
  • Follow-up Any above Task

Reports

  • Transaction History
  • Lead Reports
  • Lead Detail Report
  • Lead Summery Report
  • Follow-up Report
  • Call Log Report
  • Lead By Responsible Person
  • Lead By Status Report
  • Lead By Class Report
  • Lead By Product Report
  • Duplicate Lead Report
  • Events Reports
  • Event Details Report
  • Event Summery Report
  • Event Employee Cost
  • Event By Employee Report

Track projects & clients as simply as a Follow-up list

  • Manage your pipeline from lead to post-project with ease
  • Consolidate all information and communication in one place
  • Speed up your sales process with total visibility
  • Sort, customize, and filter to suit exactly account management how you want to work

Simplify the deal workflow

  • Easily manage customer interactions with an intuitive and visual interface
  • Faster on-time communication will improve customer retention
  • Drive sales growth with improved customer relationships
  • Consolidate your customers information and documents in one place
  • Easily designed board layouts to fit your unique businesses needs