Orail Services
O3CRM Optimizer
Main Features of Customer Relation Management Software
Contact Book : Contact Book of O3CRM presents relatable list of Companies (client or personal) with details of contact Persons and contact areas like e-mail id, website reference, mobile or phone nos. etc.
It also allocates details of the personnel who attend client’s conversations.
Call Book :Main content of call book is listing details of Conversation from Client to Personnel. It reflects complete details of conversations from Date Management to Time Management. Because of this you can check the Status/ Progress of work undergoing. It also facilitates with Time to Time Reminder and Priority Meter regarding Client approach
Product Book and Stock Inventory :It encloses the details of Product list and Stock Availability which can be categorized according to the Client Obligation. It contains units/per unit detail of products, product’s Groups and Sub Groups, Stock Availability status, etc.
Quotation Book : It provides information relating allotment of Quotation to the Client, invoice No., Reference code and Reference No. to the Client. It also categorized Products Allotment, Discount Amount (if any) and Net Amount from Total Amount along with relative details of client.
Payment Book : Payment Book involves Details of Payment made by Client along with complete accounting details like Total Amount, Discounts (if any), Debit transactions by Client, Credit Transactions by Client, etc.
Condition Book : Company can insert their Terms and Conditions according to the Assorted Terms of their Company like Quotation Terms, Invoice Terms, Standard Terms, etc.
