Features

There are 203+ Features

There are Many Advanced Features
To Grow Your Business.

CRM Lead Management

  • Create Lead
  • Lead View
  • Edit Lead
  • Create Activities
  • Activity Update
  • Create Lead Sources
  • Email Integration
  • SMS Integration
  • Completed Activities
  • Future Activities
  • Today Activities
  • Overall Activities
  • Pending Activities
  • Requirement Wise Customers
  • Selection of Multi Requirements
  • Direct Meeting Tracking
  • Search by Name, Company Name and Number
  • Activity Management
  • Email Templates
  • Remarks Templates
  • SMS Templates
  • Group Email Based on Activities
  • Group SMS Based on Activities
  • Customer Updates Notes
  • Disable Option
  • To-Do List
  • Profile Update Provision

Sales
Automation

  • Auto Lead Pulling Through API
  • Auto Lead Assigning
  • Welcome SMS on Lead Creation
  • Welcome Email on Lead Creation
  • SMS Alert to Sales Person on Lead Creation
  • Email Alert to Sales Person on Lead Creation
  • Birthday Greetings
  • Anniversary Greetings

Dynamic
Portal

  • Dynamic Web Portal
  • About Company Update
  • Quick Links
  • Enquiry Form
  • Contact US
  • Product / Services Display
  • Enquiries Assigning to Sales Team
  • Automated Chatbot

BMS
Mobile APP

  • Create, View, Edit Lead
  • Dailer
  • Direct meeting Update
  • Attendance
  • Activity Wise Customers
  • Today Activities
  • Pending Activities
  • Future Activities
  • Schedule, Complete, Reschedule Activities
  • Completed Activities
  • Make Call Through Phone
  • Send SMS by Using Templates
  • Send Email By Using Templates
  • Send Whatsapp By Using Templates
  • Communication History Call, SMS, Email, Whatsapp
  • Search Contact With Google
  • Share Contact Provision
  • Quotations Create, Edit, View, Share
  • Convert Quotation to Proforma, Invoice
  • Proforma Create, Edit, View, Share
  • Convert Proforma to Invoice
  • Invoice Create, Edit, View, Share
  • Receipts Against to Invoices
  • Add Bills
  • Make Payment Against to Bills
  • Account Statement
  • Change Password

Quotations Management

  • Create Quotation
  • View Quotations
  • Edit Quotations
  • Quotation Terms Templates
  • Quotation - Excluding Tax Option
  • Quotation - Including Tax Option
  • Quotation - Out of Scope Tax Option
  • Quotation - Discount Option
  • Upload Reference File Option
  • Convert Quotation to Proforma
  • Convert Quotation to Invoice
  • Overall Quotations Tracking
  • Quotations Summary
  • Send Quotation through Whatsapp

Proforma Management

  • Create Proforma Invoice
  • View Proformas
  • Edit Proformas
  • Proforma Terms Templates
  • Proforma - Excluding Tax Option
  • Proforma - Including Tax Option
  • Proforma - Out of Scope Tax Option
  • Proforma - Discount Option
  • Upload Reference File Option
  • Convert Proforma to Invoice
  • Overall Proforma Tracking
  • Proforma Summary
  • Send Proforma through Whatsapp

Invoice Management

  • Create Invoice
  • View Invoices
  • Edit Invoices
  • Invoice Terms Templates
  • Invoice - Excluding Tax Option
  • Invoice - Including Tax Option
  • Invoice - Out of Scope Tax Option
  • Invoice - Discount Option
  • Upload Reference File Option
  • Overall Invoice Tracking
  • Invoices Summary
  • Add Receipts Linked With Invoices
  • View Receipts
  • Direct Sales : Invoice and Receipt Parellel Update
  • Send Invoice through Whatsapp

Vendors
Management

  • Create Vendor
  • View Vendors
  • Edit Vendors
  • Bills Management
  • Payments Tracking
  • Total Bill With GST Capturing

Summary
Reports

  • Dashboard
  • Employee M.T.D Performance
  • Employee Current Month Performance
  • Employee Lead Stock
  • Overall Customers Analysis
  • Month Customer Analysis
  • Overall Sales Tracking
  • Month Sales Tracking

Inventory
Management

  • Add Inventory
  • View Inventory
  • Sales through Inventory
  • Inventory Purchase Update
  • Non Inventory Purchase Option
  • Stock In and Stock Out
  • Inventory Availability
  • Inventory Purchase History
  • Inventory Sales History

API
Integrations

  • Lead Capture through Portals
  • Lead Capture through Live Chat API
  • Lead Capture through Virtual Call
  • Lead Capture through Website
  • Whatsapp integration

Basic
Accounting

  • Make Any Direct Payments
  • Add Receipts
  • Direct Sales Tracking
  • Direct Purchases Tracking
  • Direct Purchase : Bills and Payments Parellel Update
  • Direct Purchase Without Creating Vendor
  • Customer Account Statement
  • Tax Calculations
  • Monthly Breakup for Received and Paid tax
  • Daily Expense Management
  • Total Income and Expense Tracking
  • Month Income and Expense tracking
  • A/C Receivables
  • A/C Paybales
  • Direct Sales Without Inventory

Mobile APP
Cards

  • Customers Summary
  • Sales: Day | Month | Overall
  • Invoices Day: | Month | Overall
  • Receivables: Total | Received | Due
  • Payables: Total | Paid | Due
  • Quotations: Issued | pending | Converted
  • Proforma: Created | Converted | Pending
  • Month Summary: Received | Spent | Net Amount
  • Meetings: Today | Month | Overall
  • Lost Customers: Today | Month | Overall
  • Tax Payments: Collected | Paid | Balance
  • Tax Payments Current Month: Collected | Paid | Balance

Mobile APP
Cards

  • Punch in punch Out tracking (Employee/ work force)
  • Unlimited Users Access
  • Salary And Targets Defining
  • Upload Attendance
  • Daily Attendance
  • Overall Attendance

Application
Setup

  • White Labelled Application
  • Whilte Labelled BMS APP
  • Whilte Labelled Customer APP
  • Lifetime License

Application
Adminstrator

  • Admin Control to Manager Portal
  • Multiple Types Of Contacts
  • User Creation
  • User Disable
  • Change Password
  • Customer Database
  • Data Backup
  • Enquiry Upload Option
  • Company Settings

Customer
Communications

  • Customer Mobile APP
  • Call History
  • SMS History
  • Email History
  • Whatsapp History
  • Update Notes
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