Customer Relation Management System

Customer Relation Management System

Reach out to Customers at the right moment and engage them across every channel. SHE CRM helps businesses of all sizes, close more deals in the smarter way. SHE CRM is web based software which allows you to access it from anywhere, any time and from any device (Laptop, iPad, Android and Apple phone).

Set Up :

This CRM Software specially designed for .
  • Leads Management
  • Campaign Cost Analysis
  • Staff Targets
  • Staff Daily Log file.

Lead Generation :

  • Client Name, Mobile & Detail.
  • Interested In Plot / Shop / House.
  • Level of Interest Low / Medium /High
  • Lead # for each separate project
  • Setting next meeting / call time

Campaign Cost Analysis :

  • Budget Allocation
  • Budget Consumption
  • Budget variance analysis

Staff Targets :

  • Assign Target
  • View Target
  • Target Analysis

Staff Daily Log:

  • Maintain Daily Log
  • Daily Work/Activities Done

User/Staff Set Up:

  • User ID / Passwords
  • User Roles & Rights
  • Assign Projects
  • Assign monthly Targets

Projects Definitions :

  • Project Definition
  • Setting Project Parameters.

Location / Area Settings :

  • Countries
  • Cities
  • Areas

Leads Source :

  • Mange leads source types like.
  • Bill Board
  • Face book Message
  • Instagram
  • Mobile Phone
  • NEWS PAPER
  • TV Ads etc

Follow Up :

  • Review current Over Due Leads
  • Follow Up Accordingly
  • Setting next meeting / call time

Cost Analysis* :

  • Setting Values against Leads Source
  • Generate & Analyze Reports

Staff Reports:

  • Staff progress reports
  • Staff project reports
  • Staff Sales Report

Project Reports :

  • Project progress reports.
  • Project staff reports.

Excel Report :

  • Generate excel report

Sales Target Report :

  • Staff Target reports

Chart Report :

  • Bar Chart
  • Pi Chart
  • Line Charts

Detailed Software Features:-

Receivables

  • Receivable Frequency
    • Every Month

    • One Time

  • Multiple Payment types
    • Security Charges

    • Park Fee

    • Parking Charges

    • Mosque

    • Cable Charges

    • Fine etc

Rebate / Adjustment against Receivables

  • Rebate against multiple Receivable payment types
    • Rebate on Rental / Billing Payment

  • Adjustment on payable payment
    • Adjustment of Advance / Security Payables on account of Receivables.

Bills Generation and Receipts

  • Bills Generation.
    • Bills generation for all.

    • Bills generation for specific Shop/Office.

  • Bills Reversal
    • Bills can be regenerate.

    • Bills can be reverse after finalization

  • Bills Finalization
    • Bills finalization after bills generation.

  • Payment receiving against due amount.
    • Auto / Manual Receipt no.

    • Rebate at the time of payment receiving

    • Payment mode and instrument detail.

    • Receipt printing

  • Payment receiving as advance
  • Partial payment receiving against due amount.
  • Auto Arrears amounts in next bill.
  • Misc Bills Generation

Property Transfer

  • Property can be Transfer from one owner to other.
  • Transfer charges bill Generation.

Bill Installment

  • Installment can be done on any bill on member’s request.
  • Monthly installment amount will be add in next bills.

Care Alerts

  • Multi care alerts can be assigned against and favor of clients
    • VIP Client

    • Reference of Chief Executive.

    • Make a fraud with our officer last year

  • Auto popup while accessing Registration No

Easy and User Friendly

  • Multiple User can work
    • User id and Password
    • User working track.

Reports

  • Out Standing Payments Reports
    • Finalize Bills receivables.
    • Client’s receivable detail.
    • Clients out standing detail.
    • Clients Arrears detail
    • Ussr working track.
  • Receiving Payments Reports
    • Clients Payment receiving.
    • Clients Bills status.
    • Clients Bills status in detail.
    • Clients receiving payment wise.
    • Clients receiving detail date wise.
    • Daily Receipts summary.
    • Advance / Adjustment receiving.
    • Daily recovery.
    • Electric bill with unit rate.
  •  Clients Information Reports
    • Client’s information detail.
    • Premises owner information detail.
    • Leaving clients payments status.
    • Vacant and Booked Shop/ Apartment.
    • Shop/ Apartment De-allocation detail.
    • Leaving Clients detail.
  • Clients Bills Detail and Printing
    • Clients Bills printing.
    • Clients Bills printing due date wise.
    • Clients Payment printing.