CRM Plans & Pricing

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Software / Pricing Plans

Basic

FREE

One Year Trial

For Each Users

1,00,000 Contacts
1 GB Storage
N/A Email Integration

Contact Management
- Maintain detailed contact records
- Segment and group contacts
- Track interaction history
Customer Database Management
- Centralized and secure data storage
- Data accuracy and consistency
- Backup and recovery capabilities
Activity Management
- Task scheduling and assignment
- Logging interactions (calls, emails, meetings)
- Automated alerts and notifications
Reminder for Important Dates
- Payment follow-up alerts
- Anniversary and birthday reminders
- Contract renewal notifications
Lead Management
- Lead tracking and nurturing
- Lead source analysis
- Lead qualification and scoring
Sales Follow-up
- Automated follow-up scheduling
- Progress tracking
- Follow-up reminders
Sales Forecasting
- Sales trend analysis
- Future sales prediction
- Revenue forecasting
Document/Form Follow-up
- Document submission reminders
- Form completion tracking
- Follow-up notifications
Opportunity Management
- Opportunity tracking and prioritization
- Sales pipeline visualization
- Win/loss analysis
Quotation Management
- Quotation creation and approval workflows
- Version tracking
- Real-time quotation status updates
Proforma Invoice (PI) Management
- PI generation and management
- Approval workflows
- Integration with sales orders
Sales Order (SO) Management
- Order processing and tracking
- Status updates
- Integration with inventory and invoicing
Document Upload
- Centralized document storage
- Easy document upload and retrieval
- Access control and permissions
Email Quotation
- Sending quotations via email
- Customizing email templates
- Tracking email interactions
Daily Activity Report
- Automated report generation
- Activity summaries
- Performance tracking
Management Information System (MIS)
- Comprehensive reporting and analytics
- Real-time data visualization
- Decision-making support

Professional CRM

₹500

Monthly For Each User

Minimum 3 User

Contact Management
- Maintain detailed contact records
- Segment and group contacts
- Track interaction history
Customer Database Management
- Centralized and secure data storage
- Data accuracy and consistency
- Backup and recovery capabilities
Activity Management
- Task scheduling and assignment
- Logging interactions (calls, emails, meetings)
- Automated alerts and notifications
Reminder for Important Dates
- Payment follow-up alerts
- Anniversary and birthday reminders
- Contract renewal notifications
Lead Management
- Lead tracking and nurturing
- Lead source analysis
- Lead qualification and scoring
Sales Follow-up
- Automated follow-up scheduling
- Progress tracking
- Follow-up reminders
Sales Forecasting
- Sales trend analysis
- Future sales prediction
- Revenue forecasting
Document/Form Follow-up
- Document submission reminders
- Form completion tracking
- Follow-up notifications
Opportunity Management
- Opportunity tracking and prioritization
- Sales pipeline visualization
- Win/loss analysis
Quotation Management
- Quotation creation and approval workflows
- Version tracking
- Real-time quotation status updates
Proforma Invoice (PI) Management
- PI generation and management
- Approval workflows
- Integration with sales orders
Sales Order (SO) Management
- Order processing and tracking
- Status updates
- Integration with inventory and invoicing
Document Upload
- Centralized document storage
- Easy document upload and retrieval
- Access control and permissions
Email Quotation
- Sending quotations via email
- Customizing email templates
- Tracking email interactions
Daily Activity Report
- Automated report generation
- Activity summaries
- Performance tracking
Management Information System (MIS)
- Comprehensive reporting and analytics
- Real-time data visualization
- Decision-making support

Basic

FREE

One Year Trial

For Each Users

1,00,000 Contacts
1 GB Storage
N/A Email Integration

Contract Management
- Manage and track AMC contracts for equipment or services.
- Store contract details, terms, and renewal dates.
- Set up automated reminders for contract renewals.
Service Management
- Register and manage customer complaints or service requests.
- Assign complaints to service engineers or technicians.
- Track service requests through to completion.
AMC Renewal Management<
- Automate renewal notifications and reminders.
- Generate renewal quotations and manage approvals.
- Track AMC renewal statuses and history.
Complaint Management
- Register and categorize customer complaints.
- Assign complaints to relevant teams or personnel.
- Monitor complaint resolution timelines and outcomes.
Spare Parts Management
- Track spare parts inventory and consumption.
- Manage stock levels and reorder points.
- Integrate with procurement for spare parts replenishment.
Service Quotation Management
- Create and manage service quotations for non-AMC services.
- Track quotation status and approvals.
- Convert quotations to service orders.
Warranty Management
- Track warranty periods for products or services.
- Manage warranty claims and replacements.
- Integrate warranty information with customer records.
Service History Tracking
- Maintain a comprehensive service history for each customer or equipment.
- Track service visits, repairs, and maintenance activities.
- Generate service reports and analytics.
Billing and Invoicing
- Generate invoices for AMC renewals and service orders.
- Track payment status and overdue accounts.
- Integrate with accounting systems for financial reporting.
Analytics and Reporting
- Generate reports on AMC renewals, service requests, and complaints.
- Analyze service performance metrics (e.g., response time, resolution time).
- Monitor AMC profitability and customer satisfaction metrics.
Mobile Access and Field Service Management
- Enable mobile access for service technicians in the field.
- Allow remote access to service requests, parts inventory, and customer data.
- Support real-time updates and communication with the service team.
Integration Capabilities
- Integrate with CRM systems for customer information management.
- Connect with ERP systems for seamless data flow across departments.
- API integration for custom workflows and data exchange.

AMC Management Software

₹500

Monthly For Each User

Minimum 3 User

Contract Management
- Manage and track AMC contracts for equipment or services.
- Store contract details, terms, and renewal dates.
- Set up automated reminders for contract renewals.
Service Management
- Register and manage customer complaints or service requests.
- Assign complaints to service engineers or technicians.
- Track service requests through to completion.
AMC Renewal Management<
- Automate renewal notifications and reminders.
- Generate renewal quotations and manage approvals.
- Track AMC renewal statuses and history.
Complaint Management
- Register and categorize customer complaints.
- Assign complaints to relevant teams or personnel.
- Monitor complaint resolution timelines and outcomes.
Spare Parts Management
- Track spare parts inventory and consumption.
- Manage stock levels and reorder points.
- Integrate with procurement for spare parts replenishment.
Service Quotation Management
- Create and manage service quotations for non-AMC services.
- Track quotation status and approvals.
- Convert quotations to service orders.
Warranty Management
- Track warranty periods for products or services.
- Manage warranty claims and replacements.
- Integrate warranty information with customer records.
Service History Tracking
- Maintain a comprehensive service history for each customer or equipment.
- Track service visits, repairs, and maintenance activities.
- Generate service reports and analytics.
Billing and Invoicing
- Generate invoices for AMC renewals and service orders.
- Track payment status and overdue accounts.
- Integrate with accounting systems for financial reporting.
Analytics and Reporting
- Generate reports on AMC renewals, service requests, and complaints.
- Analyze service performance metrics (e.g., response time, resolution time).
- Monitor AMC profitability and customer satisfaction metrics.
Mobile Access and Field Service Management
- Enable mobile access for service technicians in the field.
- Allow remote access to service requests, parts inventory, and customer data.
- Support real-time updates and communication with the service team.
Integration Capabilities
- Integrate with CRM systems for customer information management.
- Connect with ERP systems for seamless data flow across departments.
- API integration for custom workflows and data exchange.

Basic

FREE

One Year Trial

For Each Users

1,00,000 Contacts
1 GB Storage
N/A Email Integration

Complaint Registration
- Register and document customer complaints.
- Capture details such as complaint type, severity, and customer information.
Assignment and Tracking
- Assign complaints to appropriate personnel or teams.
- Track the status and progress of each complaint through predefined stages.
Escalation Rules
- Define escalation paths based on complaint urgency or severity.
- Automatically escalate unresolved complaints to higher levels of management.
SLA Management
- Define and manage Service Level Agreements (SLAs) for complaint resolution.
- Monitor compliance with SLA timelines and commitments.
Prioritization
- Prioritize complaints based on factors such as customer status, impact, and urgency.
- Ensure critical complaints receive prompt attention and resolution.
Communication and Notifications
- Automatically notify customers and internal stakeholders about complaint updates.
- Send acknowledgment messages upon complaint registration.
Resolution and Follow-Up
- Document actions taken to resolve each complaint.
- Schedule follow-up tasks and set reminders for pending actions.
Analytics and Reporting
- Generate reports on complaint trends, resolution times, and customer feedback.
- Analyze root causes of complaints and identify areas for improvement.
Customer Feedback and Satisfaction
- Collect feedback from customers after complaint resolution.
- Monitor customer satisfaction ratings and trends.
Integration with CRM and ERP
- Integrate complaint management with CRM systems for seamless customer data access.
- Connect with ERP systems for inventory and service information integration.
Audit Trails and Compliance
- Maintain audit trails of complaint handling activities.
- Ensure compliance with regulatory requirements and internal policies.
Mobile Accessibility
- Enable mobile access for field service technicians or remote support teams.
- Allow real-time updates and communication regarding complaint status.

Complaint Management Software

₹500

Monthly For Each User

Minimum 3 User

Complaint Registration
- Register and document customer complaints.
- Capture details such as complaint type, severity, and customer information.
Assignment and Tracking
- Assign complaints to appropriate personnel or teams.
- Track the status and progress of each complaint through predefined stages.
Escalation Rules
- Define escalation paths based on complaint urgency or severity.
- Automatically escalate unresolved complaints to higher levels of management.
SLA Management
- Define and manage Service Level Agreements (SLAs) for complaint resolution.
- Monitor compliance with SLA timelines and commitments.
Prioritization
- Prioritize complaints based on factors such as customer status, impact, and urgency.
- Ensure critical complaints receive prompt attention and resolution.
Communication and Notifications
- Automatically notify customers and internal stakeholders about complaint updates.
- Send acknowledgment messages upon complaint registration.
Resolution and Follow-Up
- Document actions taken to resolve each complaint.
- Schedule follow-up tasks and set reminders for pending actions.
Analytics and Reporting
- Generate reports on complaint trends, resolution times, and customer feedback.
- Analyze root causes of complaints and identify areas for improvement.
Customer Feedback and Satisfaction
- Collect feedback from customers after complaint resolution.
- Monitor customer satisfaction ratings and trends.
Integration with CRM and ERP
- Integrate complaint management with CRM systems for seamless customer data access.
- Connect with ERP systems for inventory and service information integration.
Audit Trails and Compliance
- Maintain audit trails of complaint handling activities.
- Ensure compliance with regulatory requirements and internal policies.
Mobile Accessibility
- Enable mobile access for field service technicians or remote support teams.
- Allow real-time updates and communication regarding complaint status.

Basic

FREE

One Year Trial

For Each Users

1,00,000 Contacts
1 GB Storage
N/A Email Integration

Inventory Tracking
- Monitor stock levels in real-time.
- Track inventory movements (e.g., receipts, transfers, withdrawals).
Stock Visibility and Location Management
- View inventory across multiple warehouses or locations.
- Manage stock transfers between locations.
Barcode Integration
- Use barcode for accurate stock identification.
- Streamline inventory counting and reconciliation processes.
Stock Replenishment
- Set reorder points and automated reorder triggers.
- Generate purchase orders based on stock levels and demand forecasts.
Batch and Serial Number Tracking
- Track inventory items by batch or serial numbers.
- Monitor expiration dates and batch-specific details.
Stock Valuation
- Calculate inventory valuation (e.g., FIFO, LIFO, average cost).
- Generate reports on inventory value and cost of goods sold (COGS).
Demand Forecasting and Planning
- Analyze historical data to forecast demand.
- Plan inventory levels to meet future demand fluctuations.
Supplier and Vendor Management
- Manage supplier information and contacts.
- Track supplier performance and lead times.
Integration with Sales and Purchase Orders
- Sync inventory levels with sales orders and purchase orders.
- Automate stock updates based on order fulfillment.
Warehouse Management
- Optimize warehouse layout and storage locations.
- Improve picking, packing, and shipping processes.
Reporting and Analytics
- Generate reports on inventory turnover, stock aging, and stockouts.
- Analyze inventory performance and trends.
Compliance and Regulatory Requirements
- Ensure compliance with industry regulations (e.g., FDA, ISO).
- Maintain audit trails and documentation for regulatory audits.
Mobile Accessibility
- Access stock information via mobile devices for on-the-go management.
- Perform inventory transactions and updates remotely.

Stock Management Software

₹500

Monthly For Each User

Minimum 3 User

Inventory Tracking
- Monitor stock levels in real-time.
- Track inventory movements (e.g., receipts, transfers, withdrawals).
Stock Visibility and Location Management
- View inventory across multiple warehouses or locations.
- Manage stock transfers between locations.
Barcode Integration
- Use barcode for accurate stock identification.
- Streamline inventory counting and reconciliation processes.
Stock Replenishment
- Set reorder points and automated reorder triggers.
- Generate purchase orders based on stock levels and demand forecasts.
Batch and Serial Number Tracking
- Track inventory items by batch or serial numbers.
- Monitor expiration dates and batch-specific details.
Stock Valuation
- Calculate inventory valuation (e.g., FIFO, LIFO, average cost).
- Generate reports on inventory value and cost of goods sold (COGS).
Demand Forecasting and Planning
- Analyze historical data to forecast demand.
- Plan inventory levels to meet future demand fluctuations.
Supplier and Vendor Management
- Manage supplier information and contacts.
- Track supplier performance and lead times.
Integration with Sales and Purchase Orders
- Sync inventory levels with sales orders and purchase orders.
- Automate stock updates based on order fulfillment.
Warehouse Management
- Optimize warehouse layout and storage locations.
- Improve picking, packing, and shipping processes.
Reporting and Analytics
- Generate reports on inventory turnover, stock aging, and stockouts.
- Analyze inventory performance and trends.
Compliance and Regulatory Requirements
- Ensure compliance with industry regulations (e.g., FDA, ISO).
- Maintain audit trails and documentation for regulatory audits.
Mobile Accessibility
- Access stock information via mobile devices for on-the-go management.
- Perform inventory transactions and updates remotely.

Basic

FREE

One Year Trial

For Each Users

1,00,000 Contacts
1 GB Storage
N/A Email Integration

Lead Management
- Capture and qualify leads from various sources.
- Track lead status and conversion rates.
CRM (Customer Relationship Management)
- Manage customer interactions and relationships.
- Track customer history and preferences.
Quotation Management
- Create and manage service quotations.
- Customize quotes based on customer needs.
Service Order Management
- Process service orders from creation to completion.
- Assign tasks to technicians or service teams.
Project Management
- Plan and schedule service projects.
- Allocate resources and manage project timelines.
Job Card Management
- Generate job cards for service tasks.
- Track labor, materials, and expenses.
Inventory Management
- Track and manage inventory levels.
- Integrate with procurement and sales processes.
Contract Management
- Manage service contracts and agreements.
- Automate renewal notifications and billing.
Scheduling and Dispatch
- Schedule service appointments and dispatch technicians.
- Optimize routes and resource allocation.
Mobile Access and Field Service Management
- Enable mobile access for technicians in the field.
- Provide real-time updates and job status.
Billing and Invoicing
- Generate invoices for services rendered.
- Automate billing cycles and payment reminders.
Financial Management
- Track service revenues, expenses, and profitability.
- Integrate with accounting for financial reporting.
Analytics and Reporting
- Generate reports on service performance and KPIs.
- Analyze profitability, resource utilization, and customer satisfaction.
Integration Capabilities
- Integrate with other business systems (e.g., CRM, accounting, inventory).
- API integration for custom workflows and data exchange.
Compliance and Regulations
- Ensure compliance with industry standards and regulations.
- Maintain audit trails and documentation.
Customer Self-Service Portal
- Provide customers with access to service requests and status updates.
- Enable online scheduling and service feedback.

ERP Management Software

₹800

Monthly For Each User

Minimum 5 User

Lead Management
- Capture and qualify leads from various sources.
- Track lead status and conversion rates.
CRM (Customer Relationship Management)
- Manage customer interactions and relationships.
- Track customer history and preferences.
Quotation Management
- Create and manage service quotations.
- Customize quotes based on customer needs.
Service Order Management
- Process service orders from creation to completion.
- Assign tasks to technicians or service teams.
Project Management
- Plan and schedule service projects.
- Allocate resources and manage project timelines.
Job Card Management
- Generate job cards for service tasks.
- Track labor, materials, and expenses.
Inventory Management
- Track and manage inventory levels.
- Integrate with procurement and sales processes.
Contract Management
- Manage service contracts and agreements.
- Automate renewal notifications and billing.
Scheduling and Dispatch
- Schedule service appointments and dispatch technicians.
- Optimize routes and resource allocation.
Mobile Access and Field Service Management
- Enable mobile access for technicians in the field.
- Provide real-time updates and job status.
Billing and Invoicing
- Generate invoices for services rendered.
- Automate billing cycles and payment reminders.
Financial Management
- Track service revenues, expenses, and profitability.
- Integrate with accounting for financial reporting.
Analytics and Reporting
- Generate reports on service performance and KPIs.
- Analyze profitability, resource utilization, and customer satisfaction.
Integration Capabilities
- Integrate with other business systems (e.g., CRM, accounting, inventory).
- API integration for custom workflows and data exchange.
Compliance and Regulations
- Ensure compliance with industry standards and regulations.
- Maintain audit trails and documentation.
Customer Self-Service Portal
- Provide customers with access to service requests and status updates.
- Enable online scheduling and service feedback.

CRM Plans & Pricing

Software / Pricing Plans

Basic

FREE

Professional CRM

₹500

Basic

FREE

AMC Management Software

₹500

Basic

FREE

Complaint Management Software

₹500

Basic

FREE

Stock Management Software

₹500

Basic

FREE

ERP Management Software

₹800

Company

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