| Klant CRM extends beyond traditional CRM to provide a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using Klant CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application. |  |
Key Modules
- Products Management
- Sales Quotes
- Order Management
- Invoices
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Products Management |
- Manage organization-wide products.
- Associate products with other modules for a better 360 degrees view.
- Import product details from other applications?.
- Create custom product fields as per your organization's requirements.
- Attach product-specific documents, such as collateral, license agreements, and others.
- Upload product images for easy identification.
- Export product details to spreadsheet software, such as Microsoft? Excel?, OpenOffice?, and others for further analysis.
- Create Price Books as per customer segment and associate products with Price Books.
- Procure products from the selected vendors list.
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Sales Quotes |
- Track outstanding quotes from the quotes list view.
- Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
- Select different prices for the same product as per customersegment
- Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
- Create Sales Order or Invoice with a single click from the Sales Quote
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
- Display quotes related to accounts under the related list
- Customize Sales Quote fields as per your organization's requirements
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Order Management |
- Streamline organization-wide procurement and fulfillment processes with integrated approach of Klant CRM.
- Track outstanding orders from the orders list view.
- Procure products from the best available Vendors/Manufacturers/Resellers list in Klant CRM.
- Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse.
- Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements.
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders.
- Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically.
- Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service.
- Once the Sales Order is accepted, create Invoice from Sales Order with a single click .
- Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders.
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Invoices |
- Track outstanding invoices from the Invoices list view.
- Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service.
- Customize Invoice fields as per your organization requirements.
- Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically.
- Customize Invoice fields as per your organization requirements.
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
- Associate invoices with the General Ledger account for hassle-free Book Keeping.
