Sales CRM (Lead Management & Order Processing)
Sales CRM helps sales persons to plan, prioritize daily activities such as calls, follow-ups & Visits. He can create and send quotes, and convert them to the sales order.
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Generate Lead Automatically.
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Plan, Assign, Track Review - Calls, Tasks & Visits
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Create Quote against lead, mail to the client, and set auto follow-ups
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Create a sales order and invoice in a single click from the quotation
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Track the performance of each salesperson and sales team.
EPC Projects Management Software
Provides the perfect blend of features with time and task management at its core. Aligns teams to achieve results, under deadlines and without overshooting the budgets.
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Auto Create Project from Sales order
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Client wise project segregation
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Unified project dashboard
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Project-based teams
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Project progress reports
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Project-based expense monitoring
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Project wise Cost & Revenue Reports
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Project Tracking & Analysis
Task Management System
Agile platform assisting in task tracking & assignment with due dates, detailed task histories with task priority, Task tracking, filters, and more. Provides a unified view of pending and completed tasks with its progress bar.
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Auto-create Task & stages for new projects
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Auto-create Task from Incoming Mail
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Assign Task with Deadline, Planned hour
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Track progress of each task in Percentage
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Auto Create timesheet based on work on task
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Customer portal to task tracking and communicate
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Reports & Analytics
BI Tool allows you to access reports with real-time actionable insights into how projects are progressing and individual contribution towards each project.
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Individual user reports
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Project analytics
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Cost & Revenue Analysis
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Task time reports
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Planned vs Achieved reports
Let's See Best EPC ERP Software Features
EPC Project Management
Create on-going projects which you are working on. Multiple Tasks can be added to these projects.
Auto-create Project from sales
Auto-create Project on confirming the sale of your service product
Auto-create stages and checklist
Based on the product you sell, auto-create multiple stages and various checklist need to be done before going to the next stage
Auto-Create task in Project
Set an alias on each project, so each mail sent on that alias will auto-create a task in a respected project
Manage Project with multiple stages
Manage the tasks of each project in different stages to Track properly.
Track Project & Task Progress
Get a clear overview of the project's progress in %. Know what needs to be done and when. And what has already been done till now.
Customer portal
your customer can track the progress of his project from his customer portal, and also they can chat, share the document in each task
Timesheet
Every member of your team can record the hours they spend on each project and based on that you can track the progress and cost of each project
Project wise Costing Report
Get the cost & Revenue report of each project by hours spent, expenses done and revenue generated from thi