eServiceapp

Leads Management

Leads management will help you to maintain your daily enquiries and their follow-ups.

• You can manage your daily leads in minimum time.
• There is option to select leads source from list. This will help you to analyze sources.
• Software will send notification to the clients to renew AMC when your AMC is getting expired and the same way it will remind you to contact them.
• Leads allocation to groups and individual Coordinator.
• Update with next follow-ups.
• Multiple coordinators can manage single Lead.
• Proper flow from Leads to Invoice.
• Follow up Reminder through email.
• Pricing Management from multiple vendors
• Super easy Leads track.
• You can find current Lead status with any info.
• There is option in daily call details to manage AMC calls.

Quotation

• Generate quotations with predefined content.
• You can clone the quotation and can generate in minimum time.
• Auto GST calculation.
• Predefined terms & conditions.
• You can send quotation and its information to Customer by Email and SMS.
• Multiple templates for quotation.

Purchase Order

• Generate Purchase order with its minimum information and in minimum time.
• You can send this order to supplier to finalize purchase item.
• You can generate reports item wise, supplier wise.

Purchase

• Can make entry in purchase entry in a sec.
• Can also mention information about your indirect expenses.
• Easy and auto GST calculation.
• Option to categorize item
• You can generate reports item wise, supplier wise.

Purchase Return

• Easy purchase return on purchase reference.
• You can generate reports item wise, supplier wise.

Invoice

• Generate invoices Single and double entry receipt against invoice.
• Send invoice and its information to customer by Email & SMS in just one click.
• Multiple invoice templates.
• You will get individual customer outstanding and all outstanding’s on form invoice form itself.
• Auto email to customers for their outstanding’s.
• You can generate invoice on quotation and leads reference in minimum time.
• Auto inclusive and exclusive calculations

Customer Outstanding

• Get the complete customer outstanding's.
• Get separate page for each customer to download their outstanding in excel and pdf.
• Easy identify balance amount.
• You can export customer balance in Excel and PDF

Supplier Outstanding

• Get the complete supplier outstanding's.
• Get separate page for each supplier to download their outstanding in excel and pdf.
• Easy identify balance amount.
• You can export Supplier balance in Excel and PDF
• You can generate invoice on quotation and leads reference in minimum time.
• Auto inclusive and exclusive calculations

Mail & SMS Configuration

There is option for Mail Configuration to send mail to customer for every transaction, Like; Quotations, Inovice, Outstandings.