Complete Sales Automation Solution

Lead Management

Manage your campaigns that are linked to a specific industry and country to define the target segment. A detailed interface to manage the funnel in terms of entering leads at the research stage and tracking the progress through conversation, possibility, prospect, and closure stages. Kanban view helps to track the following updates into a constant contact module for alerts and reminders.

Business Planning

The business planning feature defines the structure and growth of the organization. This provides visibility of every internal module and helps create a clear road map to improve productivity at every stage.

Setup Module

The setup feature represents the admin tab of the module; the users need to provide permissions for various screens.

Realtime project management and collaboration

Authentication and Configuration

This is counted as a key component of the framework where the business user can set up the default configuration that is required to establish connectivity with various modules in the solution. And does allows them to add and manage user/ staff related activities.

Action Creation and Scheduling

Off all, action scheduling is one core module where the business user can create multiple actions under each task. And based on user availability and action urgency type, the admin/ staff user can plan to schedule or reschedule them and can tack till completion and submission. Any action that was submitted by the assigned user will then be sent for review and approval where the corresponding project manager or account manager of the project or quote can extend the support and contribute.

Dashboard

Summary details of all task-specific actions, that are scheduled and unscheduled can be reviewed here. This area is mostly accessed by the project/ account managers to review actions submitted by the users working on their projects or quotes and to plan further work or actions. Also, any action that was submitted by the user for review can be approved or rejected from this screen.

Procurement Automation covering Purchase Orders, Work Orders, Material Issues & Stock Transfer

Purchase & Inventory Management

This is a key module where all project-specific purchase-related activities can be managed. Below are stages that undergo for purchase of an item or transferring the stock from one project site to another.

Purchase Order

All requisitions after final approval are listed on this screen. Furthermore, terms and conditions as applicable, default configuration like order type and delivery type selections, prior publishing a purchase order can be managed from here and post which the PO is published.

Manage Categories

This is the area where various product types like spare parts, general material, tires, and machinery, etc. involved in the procurement process can be categorized and managed. Each tab here allows the user to add and manage categories and subcategories, post the items being added are mapped to them.

Field to office collaboration covering Job orders, material consumption and field updates.

JOB ORDERS

This module is the core of the application form where jobs can be added against clients. Various sub-modules of this screen make assigning and tracking tasks, materials, and dates very simple even when the allocated team is not in the HQ. The real-time updates over the cloud allow for all parties of any project to have complete visibility.

Record Task, Activity

Field Officer can capture all the data required to close the job order including consumables, spares and upload images to capture observations on a mobile application.

Manage Clients

Add and Manage a client database with the respective jobs through this screen. The screens act as a singular point of reference for collaboration between the business provider and the client.

Automation of people processes spanning recruitment, ERM and work from home monitoring.

Activity Hub

This tab records your projects, clients, and companies under one hub. View modules, sprints, deliverables, Audits, Team associates, etc, related to a particular project under the Project Dashboard tab, see all the day-to-day activities of the use by the team that is performed to complete the tasks and in turn the deliverables.

Recruitment Portal

This wing helps us to manage all the job requirements we have in the organization. The screening module trails the step-by-step process of recruitment and the induction module keeps a track of all onboarding activities of an employee.