Enquiry Management System Desktop Application

last updated June 5, 2021 6:21 UTC

Akhtar&sons

HQ: Remote

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Software requirement

I have 4 sheets in excel and I want to integrate them into one database. When I get enquiry for order, I note customer name, enquiry date and details of enquiry. Then after 24 hours, it should ask me for update on the enquiry if I have not sent either Offer Sheet or Proforma. Then every 2 days, it should ask about maturity of preform. My profit is automatically calculated once the general file number of the enquiry changes to an order file number.

I should be able to get report customer wise any period, supplierwise any period, profit for a defined period, different years reports.

Features:

Support multi user access, which gives indispensable view of data depending on user profile.

Manage customer contact details.

Track Enquiry/Lead Capture complete lead information such as contact details, source of enquiry, products enquired, region, customer type, referred by, priority etc.

Enquiry History Gives complete history of enquiry/lead from generation to closure in a single glance.

Follow-ups Get complete insight of follow-up done.

Follow-up Reminder Schedule and receive timely follow-up reminders.

Closure Track closure details such as enquiry booked, lost or cancelled.

Customer Payment Manage payment details of Order booked.

Incentive Capture incentive details of sales executive for the deal closed.

Quotation Generate quotes from system to send it to customers/prospects.

Reports Reports help you analyze the overall sales performance.

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