Maintance Service ERP / 1 Year Plan
1 Year Cloud ERP Plan, 20 Users
Manage Leads, Pipelines, CRM Workflow
Our CRM so is powerful that's allow you to import all leads, bulck import of leads, then easy to convert to opportunity pipelines to manage under different stages.
Customer Relationship Management allows you to manage different teams, email alerts, communication. Email to Leads automation. Allow to send email communication to customer at any stage of time. In additionally. Allow to handle multi-user environment and different analytical data.
Contacts:
Allow you to manage contacts, companies and sub-contacts, as well portal access to customers. In additonally customer detail with many properties that you love to use for your business.
Try free our demo ! contact us please
Quotation / Order / Contract Management
Our ERP Cloud most flexible to manage quote with customers, as well plenty of quote templates you able to create and modify on demands. Allow to create quote lines, sections.
Quote or Order on portal, you can send quote by email, customer can manage and view quote by PDF and on customer portal with one click. As well digital signature and online payment collection.
You can give single or multiple contract to customers and get sign online. Make faster and paperless business operations.
Field Service | Post Sale Tasks
Everything you need is in your pocket. It is powerful solutions that's allows you to manage any appointment end-to-end, from filling in the worksheet to keeping your stock up to date.
Manage quote line by line task control system. Allow you to wite worksheet and print all detail in print. A well you can send details by emai l communication within system.
Most flexible at any stage of time and allow to assign or reassign on dynamic nature of business.
Task management
Automated task creation
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
Quote or Sales order or Contract to Tasks
Create tasks automatically when a sale of a certain product or service is made.
Timesheets
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Recurring tasks
Automate the creation of recurring tasks, for example, maintenance or meetings.
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Customer portal
A dedicated portal where your customers can view and manage tasks, quotations, invoices, and reports.
Digital Signature
Allow your customers to sign the report from anywhere in the world.
Sales and invoicing
Product Catalog
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
Extra Quotes
Create tasks automatically when a sale of a certain product or service is made.
Instant Invoices
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Accurate Inventory
Automate the creation of recurring tasks, for example, maintenance or meetings.
Sales | Invoice | Inventory | Field Service - Reports
Sales, Invoices, Inventory related reports, pivote, charts more reproting and advance inline reporting
Allow Complex Field Service Projects
Enable complex quote services to link with different project and their tasks to allocate right team people. Make sense to handle complexity of business. Allow you to configure according.
Allow to manage Insurance Linking with Claim and Payments
USA, UK or other countires, where servies are linked with insurance or owner, it gives flexibiltiy to manage those operations.
Free Payment Provider Integrated
Stripe
PayPal
ACH
Wire Transfer
UPI QR Code
Limited Countries, manage manual confirmation
Razorpay
What's do you need more ! Xamta Infotech always happy to hearing our customers, Feel free to schedule a call or conference meeting for your needs.