Saleswah CRM INR Pricing Plans

Sales Lead Management

• Lead capture
• Lead assignment and routing
• Auto-assignment if existing contact
• Lead management- convert, reject, re-assign
• Web to lead capture

• Roadmap

• Roadmap

Know your customer

• Contact management
• Account (customer company) management
• Linking to parent accounts
• Account history of business and activities
• Installation sites
• Activity history
• File attachment
• Internal relationships

Sell more productively

• Opportunity (Deal) management
• Funnel management
• Territory/ team management
• Target setting
• Sales call management (visits)
• Deal progress scoring
• Quotes
• Product, price table
• Proposals
• Purchase order

Calendar rules, okay

• Appointments- internal and external
• Tasks- assign, schedule and reschedule
• Visits
• Quote validity expiry
• Leads schedule
• Deal forecast
• BDN ticket logged
• PM tickets approved
• Installation scheduled
• Refuelling scheduled
• Browser notification

Email campaign management

• Build email templates
• Create a logic for target contacts
• Email merge newsletters
• Tracking opens and clicks

• Roadmap

• Roadmap

Dashboards and Reports

• Built-in business intelligence dashboards
• Real-time reports
• Daily dashboard mailing

Support deliverables and agreements

• Warranty
• Annual maintenance contracts
• Flexible warranty and AMC definitions
• Preventive Maintenance
• Advanced PM scheduling (based on run hours/ usage)
• Site PM
• Refueling based on usage rate

Roles and hierarchy

• Sales executive (account owner)
• Sales Manager
• Marketing
• Inside Sales
• Commercial
• Service executive
• Technician
• Service Manager
• PM approval manager
• Refueling approval manager
• Admin

Ticket management

• Installation ticket- schedule, assign, close
• Breakdown ticket- log, assign close
• Root cause
• Repair
• PM ticket- system algo based scheduling, approval, assignment, close
• Refueling ticket- system based scheduling, approval, assignment and close
• Site PM
• User defined checklists for all PM
• User defined checklist for all tickets

Service visits

• Log service visits for tickets
• User defined fields
• System generated fields based on installed base
• Track location and time

Installed Base

• Any type of product/ equipment
• Completely customizable specifications
• Master product and modules
• Warranty/ AMC status at module level
• Warranty/ AMC expiry alert

Spares management

• Indent spares
• Approve spares indent