CRM MANAGEMENET SYSTEM
What is a CRM Management System?
A CRM (Customer Relationship Management) management solution is a software system that helps businesses manage their interactions with customers and prospects. It provides a way to organize, automate, and synchronize sales, marketing, customer service, and technical support processes. CRM management solutions typically store customer data in a central database, which can be accessed by authorized users across different departments within an organization. The system can also track customer interactions across multiple channels, such as email, social media, phone calls, and website visits.
Using a CRM management solution, businesses can improve their customer experience by providing personalized and timely service, as well as targeted marketing campaigns. They can also gain insights into customer behavior and preferences, which can inform product development and sales strategies.
CRM Management System
IDEALNSOFT Cloud based CRM Management System. Where whole sellers, Retailers and Traders can Manage their Sales, Inventory, Customer and Vendors Details along with their ledgers. Accounts management Software also provide detailed analysis and report of Sales and Inventory.
Major Modules of Account Management Systems are
Sales Management Module.
Inventory Management.
Accounts Management.
Admin Panel
Module
Customers & Vendors
Management
Reporting and
Analysis
Modules
This panel works to manage the data of the business. Research of analyzed data in great volume is managed here.It includes Group Definition, Category Definitions, Subcategory Definition, Item Definitions, User Management.
Alongside sales definition which includes Category Definition, item definition, Modifier / Runtime Modifier, Discount Key Definition (if Applicable), GST Definition, Front End Layout Setting, Printer Settings, Receipt Printer Definition, Customer Definition, Apply GST before or After Discount selection (if Applicable), Company Info Definition.
It includes Category selection, Sub Category Selection, Item Selection, add or delete items before saving, Add or Delete Items after Saving, (Users right Applicable), Void Items (User with Rights applicable), Bill Recall, View Previous Bill, Cash Visa Payment Option, View Shift Sales Report (User with Rights applicable), Shift Start, Shift Close (User Rights Applicable) , Day End (User Rights Applicable) Sales Module It includes all the sales definition and sales Panel Functionalities with Quotation and Invoice Printing.
It Includes all the details of Purchases, Raw Material, Products, Vendor’s Information, Vendor’s Accounts, and Vendor’s Ledgers. Recipe Management System (For Restaurants).
It Include works with the daily reporting and performance analysis to measure the results. It includes Sales wise Report, Inventory wise Reports. Sales wise Reports includes Category wise Sales Analysis, Item wise Sales Analysis, Shift wise sales Analysis, Daily Sales Analysis, User wise Sales Analysis, Discount wise Sales Analysis, Refund / Void wise Sales Analysis, Hourly Sales Analysis. – Inventory Wise Reports includes Stock Analysis, Item Analysis, and Remaining Quantity of the items.
Cloud Based System
Centralized Restaurant Management System where Multiple branches can be Integrated with Head Office
Sales Management System
Centralized Restaurant Management System where Multiple branches can be Integrated with Head Office
Inventory Management Solution
Centralized Restaurant Management System where Multiple branches can be Integrated with Head Office
Accounts and Ledgers
Centralized Restaurant Management System where Multiple branches can be Integrated with Head Office
Reports & Analysis
Centralized Restaurant Management System where Multiple branches can be Integrated with Head Office
Customer & Vendor Management
Centralized Restaurant Management System where Multiple branches can be Integrated with Head Office
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