
Process / Coating Industries Crm System
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Product Specifications
| Compliance | GDPR, CCPA |
| Features | Lead Management, Quote Generation, Sales Reporting, Contact Import, Marketing Automation, Jobcard Creation |
| Integrations | Excel, Scanner |
| Platform | Cloud-based |
| Reporting Features | Multiple Criteria |
| Software Type | CRM |
| Usage | Manages leads, generates quotes, and automates processes for thermal and coating companies. |
| User Capacity | 10-1000+ |
Product Overview
Key Features
Ideal for any Thermal / Normal Coating / Any kind of process companies Module included
- Import contacts from other software / excel / card scanner / Manual updating of contacts. Distribute contacts end customers,
- Setup product category and product detail with technical description.
- Allocate leads to desired sales staff (tele-marketing)
- Auto Generation of quote based on selection of product with product grade, concentration. Option to print covering letter.
- and SMS marketing
- Auto reminders for follow-up for every leads. Auto escalation of follow-up in case of non-follow-up for 3 times
- Business analyst tool to generate reports on multiple criteria.
- Generate O.A from quote
- Prepare proforma invoice from OA
- Generate single and multiple delivery schedule report
- Make pre-inspection observation sheet and report
- Make Jobcard with pre-defined powder require for the coating based on base coat and top coat with all technical parameter line temperature, thickness of based and top coat.
- Prepare final inspection document and reports before delivery
Company Details
Business Type
Service Provider
Establishment
2001
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Seller Details
Mira Bhayandar, Maharashtra
CEO
Mr. Chetan Kapadia
Address
203, Chandresh Accord, Mira Bhayandar Road, Mira Road (E), Mira Bhayandar, Maharashtra, 401107, India
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