Powerful Analysis & Reporting, Improve communication with prospects
Powerful reporting capabilities with slice and dice reports, MIS and Dashboard helps
you explore and gain complete insight of information.
Improve interactions with your prospects and keep them informed about offers
or any other information by sending them Email/SMS.Attach documents
exchanged with the customers.
EQMS Professional edition delivers comprehensive set of features to
manage the leads in a better way.
It helps you manage all the important details such as
- Schedule Follow-up Reminders
- Managers can Assign and re-assigning the leads to sales reps,
- Re-open lost, cancelled leads/enquiries
- Create Quotes
- Powerful In-Depth Reporting Capability
- Marketing with SMS and Email
- Attach Follow-up documents
- Easy migration of existing data
It is a client-server application and can be accessed by multiple users within local computer network. Ideal for SMEs.
On-premise/Rental (SaaS): pay as per use (per user, per month) on your server.
Online : pay as per use (per user, per month) data available on cloud on our server
This edition is available for trial use with a cap of few entries.
Support multi user access, which gives indispensable view of data depending on user profile.
Manage customer contact details.
Capture complete lead information such as contact details, source of enquiry, products enquired, region, customer type, referred by, priority etc.
Assign leads to sales executives.
Re-assign existing leads incase of employee leaving the organization.
Re-open closed leads incase of re-negotiation.
Gives complete history of enquiry/lead from generation to closure in a single glance.
Upload existing data from excel to EQMS.
Get complete insight of follow-up done.
Schedule and receive timely follow-up reminders.
Track closure details such as enquiry booked, lost or cancelled.
Manage payment details of Order booked.
Capture incentive details of sales executive for the deal closed.
You can create team depending on the structure of your sales team. Teams can be created according to the product, location etc.
Generate quotes from system to send it to customers/prospects.
Attach documents exchanged with prospects during follow-up.
Direct marketing with Email / SMS
Send promotional emails/SMS to customers or prospects.
The graphical and analytical tools such as MIS and dashboard helps you analyze and gain complete insight of sales.
Reports help you analyze the overall sales performance.
A centralized repository for managing sales information.
Export to Excel
Export data to excel to build custom reports for further MIS and forecasting.
Backup and restore option to safeguard the EQMS data.
Store data on your PC/Server.
List of enquiry/leads, product wise leads generated,
Get the complete lead lifecycle from lead generation to quote at one glance.
List of follow-ups done.
Lead and product wise list of enquires/leads booked, lost or cancelled useful to determine the performance.
List of quotation, product wise quotation.
EQMS Professional On-premise
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