Professional Documents
Culture Documents
Work Shop CRM For All
Work Shop CRM For All
LOGIN SCREEN
WORK FLOW
Masters
Maintenance Contracts
Appointment - Calendar
Job Card
Job Allocation
Start Job – Work Log
Request for Materials
Job Completion
Billing
MASTERS
Vehicles
Contract Master
Employees
SLA
Services
Departments
Parts
VEHICLE DATABASE
CONTRACT MASTER
SERVICES BY PRODUCT
AVAILABILITY OF MANPOWER
SCHEDULE AN APPOINTMENT
ALLOCATION OF TASK
AVAILABILITY OF EQUIPMENTS
JOB CARD OR REQUEST SCREEN
VIEW REQUEST SCREEN
ALLOCATION OF JOB
WORK LOG
PICTURE ATTACHMENT
PARTS REQUESTED
EMAIL NOTIFICATION
PARTS REPLACED
SOME REPORTS
USER PROFILES
PROFILE RIGHTS
GLOBAL SHARING
CREATE TEAMS
ROLE BASED DEFINITION
ROLES PERMISSIONS
USER LOGIN HISTORY
Email Marketing
Email Templates
Individual Emails
Mass Emails
Emails Attached to Contact
Integration
• Outlook Integration
• Google Maps Integration
• ERP integration
• External Application integration
KEY FEATURES
EASY SET EMAIL
TEMPLATES
GOOGLE MAPS
INTEGRATION
Customization
Customized Reports
Fields, Modules and applications
Forecasts
Dashboards Customization
Homepage Configuration
Page Layout can be customized
Search layouts can be customized
Multiple currencies can be defined
Supports Multi-Language
KEY FEATURES
DESIGNING AND
CUSTOMIZATION
EASY APPLICATION
CUSTOMIZATION TOOLS
CUSTOMIZE ACCOUNT
CUSTOMIZE ACCOUNT FIELDS
OUTLOOK
INTEGRATION
SMS SETTINGS
THANK YOU