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Sales CRM for Sales Force

Convert More Leads into Deals with
Sales Force Automation Software

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.

Create Quotations

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.

CRM for Sales Orders management

Manage Sales Orders

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.

sales module in CRM with inventory locator feature

Locate Inventory

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.

CRM sales module for Delivery Challan Creation

Create Delivery Challan

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.

Sales CRM for Invoice Management

Invoice Management

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.

CRM for sales return transactions maintenance

Cope with Sales Returns

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.

CRM for Sales Reports

Exclusive Reports

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.

sales CRM with predefined templates

Custom Templates

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

Sales CRM for Excise Management

Excise Management for Dealers

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.

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Sales CRM Software

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