What is CRM Management System

CRM MANAGEMENET SYSTEM

// Cloud Based

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.

// Cloud Based

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

// CRM Management System

Modules

Admin Panal

Sales Management Module

Inventory Management Module

Reporting and Analysis

Admin Panal

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.

Sales Management Module

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.

Inventory Management Module

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).

Reporting and Analysis

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.