Desktop CRM
A Desktop CRM (Customer Relationship Management) System is a Software Application that is Installed on a user's computer or local Server and is Designed to manage Interactions with Customers and Prospects. It provides a way to store and manage Customer data, track sales Opportunities, and Automate various Business Processes.
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Desktop CRMs Typically offer a range of features and Functionalities, Including Contact management, sales forecasting, lead and opportunity management, marketing automation, Customer service and Support, and Reporting and Analytics.
One advantage of a Desktop CRM system is that it can be used offline, meaning that users can access and update Customer data even when they are not Connected to the internet. Another advantage is that desktop CRMs typically offer greater customization options and greater control over data security compared to cloud-based CRMs.
However, Desktop CRMs can be more expensive to set up and maintain, and may require IT Expertise to install and manage. They also may not offer the same level of mobility and remote access as cloud-based CRMs, which can limit productivity for users who need to work from multiple Locations or on Different Devices.
Desktop CRM (Customer Relationship Management) software typically includes a range of features designed to help Businesses manage their interactions with customers and prospects.
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- Alter Inquiry and quotation after login immediately.
- Post Inquiry with Customer Name, Address, Company Name, Contact Person, Mobile no1, Mobile no2, Email Address, GST No, Remarks, Birth date, Anniversary Date, Inquiry Type, City, Area, State, Budget of customer, Source, Priority , Reference, Inquiry by, Inquiry To, Status of Inquiry and product details.
- Inquiry Dashboard (filter with Inquiry status, City, Area, Employee Name, Source, Inquiry Type, Customer Name)
- Inquiry Follow-up (Inquiry Full details, follow up remarks, follow up date, time, next follow update, follow up status (Got/Hot/Warm/Lost).
- Generate quotation immediate after close inquiry.
- Quotation - Customer Name, Address, Company Name, Contact Person, Mobile no1, Mobile no2, Email Address, GST No, Remarks, Quotation Validity, Quotation Subject, F.O.R., Delivery Period, Document Attachment, Payment Terms, Courier Charges, Quotation Status, Inquiry by, Inquiry To, Status of Inquiry and product details, Show Brand on print extra.
- Quotation Dashboard (Filter with Quotation status, Employee Name, Customer Name, Total of filtered data)
- Quotation Follow-up(Quotation full details, follow-up remarks, follow up date, time, next follow up date, follow up status (Got/Hot/Warm/Lost), Browse Attached document.
- Generate Proforma Invoice and send quotation email to customer immediate after close quotation.
- Alert Inquiry (filter with today’s follow up, Overdue follow up, Employee wise follow up)
- Alert Quotation (filter with today’s follow up, Overdue follow up, Employee wise follow up)
- Proforma Invoice – Customer Name, Address, Contact Person, Email Address, Mobile No1, Mobile No2, GST No, State, Remarks, Payment Terms, Extra Document Attachment, Delivery Period, S.O. Reference No, Courier Charges, Advance Payment (Basic Rate (%), Final Amount (%)), Show brand on print)
- Auto Backup Facility
- Item Master – Sales (for Sales department Employee to check details of product like Part No, Brand Name, Category Name, Group Code, HSN Code, GST (%), Allow Max Discount, Selling Rate, Technical details
- Item Master – Purchase (for Purchase department Employees to check details of product like Part No, Brand Name, Category Name, Group Code, Company Name, P&F(%), HSN Code, GST (%), Username, Basic Amount.
- Special Rights to view all employee data for admin purpose.
- Quotation and Proforma print with Current User data like Mobile No to contact, Email address. Body part of email is flexible as per company requirement.
- Customer Master
- Department Master
- Unit Master
- Item Master – Sales Department (Filter with Brand Name, Company Name, Category Name, Group Code, Show/Hide Company Name Column)
- Item Master – Purchase Department (Filter with Brand Name, Company Name, Category Name, Group Code, Reference By)
- Employee Master
- Category Master
- Quotation Customer Master (Export in .CSV Format)
- Export All Item Data with Selected Company Name
- Inquiry Dashboard (Filter Inquiry Status, City, Area, Employee Name, Source, Inquiry Type, Customer Name).
- Quotation Dashboard (Filter Quotation Status, Employee Name, Customer Name)
Some of the most common features found in desktop CRMs include:
- Contact Management: A desktop CRM system allows businesses to store and manage all customer and prospect data in one place, including contact information, communications history, and transactional data.
- Sales Forecasting: This feature allows businesses to predict future sales and revenue based on historical data, market trends, and other factors.
- Lead and Opportunity Management: Desktop CRM systems enable businesses to track and manage their sales pipeline by managing leads and opportunities through different stages of the sales process.
- Marketing Automation: This feature allows businesses to automate various marketing tasks, such as email campaigns, social media marketing, and lead nurturing.
- Customer Service and Support: Desktop CRMs can help businesses manage customer service and support by providing a centralized platform to track and manage customer inquiries, issues, and complaints.
- Reporting and Analytics: A desktop CRM system can provide businesses with a range of reports and analytics to help them track key metrics, such as sales performance, customer retention rates, and marketing ROI.
- Customization: Many desktop CRM systems allow businesses to customize their system to meet their unique needs, such as adding custom fields, workflows, and integrations.
- Offline Access: One advantage of a desktop CRM system is that it can be used offline, allowing users to access and update customer data even when they are not connected to the internet.
- Overall, the features offered by desktop CRM systems can help businesses improve their customer relationships, increase sales efficiency, and make better-informed decisions.
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Free to Download our Catalog to Understand in detail. You can also Download the Setup file.
