CRM
overview
What is CRM?
Wikalp CRM and Project Management System is complete dynamic multi-login software which manages the daily sales, customer follow-ups, meetings, invoices, marketing, services & orders. Wikalp CRM (Customer Relationship Management) and Project Management software solution is best suitable for managing customers & their requirements. Wikalp CRM can help you look more professional to your customers.
The customer lead is properly tracked through work history maintained by salesperson assigned to work on it. Every order invoices and payments are very well managed by the software. Further software is enabled for notifications for today & missed follow-ups through mails (auto send). Through various reports, one can see their daily/monthly sales to track their progress.
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Solutions
Comprehensive IT services include
SALES
A sale is a transaction between two or more parties where the entity or product from the seller is exchanged with the buyer for different assets, mostly money. Wikalp CRM extends its effort in managing 7 types of sales. They are Invoices, Credit Notes, Quotes, Proposals, Contracts, and Recurring Invoices within limited time along with backup feature and many more.
INVOICES
The Wikalp generates the meticulous invoice on confirmation of the products by the customers. Invoice contains all the product details along with taxes, discounts and total price. Invoice has an option that initiates the payment process for the products through different gateways.
RECURRING INVOICES
Wikalp has the feature of creating recurring invoices that can be configured to a specific period of time of the day and hour when the action to be performed. It triggers the invoice generation when the specific time by alerting with quick notification.
PURCHASE ORDERS
The Purchase Order explains the material details to be purchased from the supplier to the Customer. The Wikalp facilitates many features for a Purchase order module with more flexibility. They are Creation of Purchase Order which allows to create a purchase order, Summary used to display the progress of existing orders, Customize filters that help to search for a particular material. Listed purchase orders can also be viewed with more details, edited or deleted
CREDIT NOTES
Wikalp justifies all the users by providing them an option to raise a refund in case of damages or issues regarding the products. A credit note can be closed by refunding the customer directly or by deducing the amount from the previous unpaid invoice. In Spite of that miscellaneous Credit, note can be generated without the details of the products.
QUOTESplus
Wikalp has the ability to send quotes to the customer except leads before the payments are made with all the product details including taxes, discounts, and fixed prices. Quotes, in other words, are a preview of product details before confirmation by the customer.
Benefits
Our services provide a unique range of benefits
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