Category Archives: CRM

Retaining Search Criteria and Search Results

Retain previously entered search criteria and the corresponding results for all modules (Lead, Client, Appointment, etc). This eliminates entering search criteria every time and saves time and effort of the workforce in filtering required data. (S124)

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Show Collection Details

Field force can capture details of collection done against outstanding dues during client visit in the DWS. This gives a view of collection history to refer and update the details and ensure monetary transactions are recorded and monitored. (S124)

Workflow Representation in Specific Modules

Business process flows of various modules (case/opportunity/field force /appointment management) is now available in a visual format. With features like one click information menu on process flow, and clickable links to screens, it helps in easy understanding and navigation of the CRM processes. (S118)