Sales processes are inter-dependent with various departmental activities. It is very important to have a well-defined flow with effective integration of these activities. Our feature rich sales module helps you streamline your sales activities and achieve revenue targets flawlessly. From generating sales order, quotation, invoices, delivery challan to managing credit limits and periodic sales reports, we cap it all.
Easily map contact details, ledger accounts, associated product with VAT, discount, applicable tax details, statutory requirements and payment terms and shipping details with sales CRM. What’s more, you have quotation approval workflow, custom cover letter and create tasks features.
Once quotation is created, sales order interface will have all information mapped in respective fields. Our sales intelligence CRM also offers sales order approval feature to keep check on orders generated. Once order is approved, it can be emailed to customer from the system.
Our pick-list feature provides you details of available stock in particular warehouse and allows you to map deliverable goods quantity. The pick-list note can be used to create invoice or to procure goods from warehouse by store manager using our sales module in CRM.
Easily generate delivery challan from our integrated CRM sales module. This feature will map delivery challan type, dispatcher name, product details, shipping address and mode and delivery terms. You can also schedule your delivery and set reminders.
Creating, managing and archiving invoices are made easy using our invoice feature. Once it’s created you can send it for approval. If there are some changes to be made you can simply edit the invoice to make corrections and send to customers via our sales module in CRM.
Customers return goods in many scenarios like defective good or damage caused in transit and it’s very important to map them in your sales CRM software. SoulCRM helps you record, update and maintain sales return transactions with ease.
SoulCRM provides you all useful reports like delivery challan report, sales order report and analytics, employee and product wise sales report, invoice and quotation reports, pending sales order report. You can also print reports and export in excel-sheet.
End to end sales processes require various types of documents which can be stored in the sales intelligence CRM with predefined templates e.g. proposal document. You can easily attach these templates at any stage of the sales cycle and send it across via email
If you are dealing into import or export of goods, excise management becomes very crucial. This feature helps you to track excise purchase, distribute the stock amongst various branches, keep accurate record and generate respective reports with sales CRM.