Key
Features

• 01 User Management with Roles: Efficiently manage user roles and permissions, ensuring proper access control and data security.
• 02 Customer Details Management: Centralize and organize customer information, enabling personalized interactions and targeted marketing campaigns.
• 03 Visits & Appointments Management: Schedule, track, and manage customer visits and appointments, optimizing sales representatives' time and productivity.
• 04 Attendance Tracking with Live Location: Monitor sales representatives' attendance and locations, ensuring transparency and effective field sales management.
• 05 Order List Management: Streamline order processing, inventory management, and delivery logistics for seamless operations and improved customer satisfaction.
• 06 Brand, Grade, & Product Management: Manage product details, specifications, pricing, and availability for accurate information and increased sales effectiveness.
• 07 Collection Details Management: Track and manage collection details, generate invoices and monitor outstanding payments for streamlined financial management.
• 08 Customer Ageing Reports: Generate reports to track outstanding payments, assess creditworthiness, and implement strategies for timely collections.
• 09 Downloadable Reports: Access real-time analytics and downloadable reports for informed decision-making, identifying growth opportunities, and optimizing sales strategies.

Goals and
Objectives

• 01 Streamline Sales Operations: Simplify and automate sales processes, reducing manual errors and improving overall efficiency.
• 02 Enhance Customer Relationship Management: Centralize customer information, track interactions, and deliver personalized experiences to foster stronger customer relationships.
• 03 Improve Sales Performance: Utilize data-driven insights to identify growth opportunities, optimize strategies, and improve overall sales performance.
• 04 Facilitate Financial Management: Streamline financial processes by accurately tracking collection details, generating invoices, and managing outstanding payments.
• 05 Mobile Quotation Creation: Enable sales representatives to create quotations conveniently through the Sales Tracking Mobile App.
• 06 User-Friendly Interface: Develop an intuitive interface that is easy to navigate and use, ensuring user adoption and efficiency.
• 07 Mobile Accessibility: Build a dedicated mobile app to enable sales representatives to access the system on the go, improving productivity and responsiveness.
• 08 Actionable Insights: Incorporate real-time analytics and downloadable reports to provide valuable insights for data-driven decision-making.
• 09 Effective Customer Data Management: Develop robust features to centralize customer information, track interactions, and provide a holistic view of customer relationships.
• 10 Streamlined Sales Processes: Automate order management, visit scheduling, and appointment tracking to reduce manual effort and increase efficiency.
• 11 Efficient Financial Tracking: Implement features to accurately track collection details, generate invoices, and monitor outstanding payments for streamlined financial management.