Finance Management

Key Elements

Finance – can be integrated to Tally, SAP and other Accounting Softwares.

Maintain Sales Stock : Sold, Available, Blocked, On Hold, un-Released

Customer Profile: CRM, Customer interaction Management, Sold Units Management.

Booking form, creation of payment schedule, receipts against schedule.

Receipt creation, Interest on Delayed payments, Excess Amounts.

Advance Interest Calculations with ability for interest adjustments.

Auto Demand letter generation, Payment Reminders.

Collection reminders and collection aging lists

Market planning, Budgets/Forecasting.

Brokerage and Agent Management

Email Templates: Birthday Wishes, Greetings, Payments, general bulk email to customers, SMS messages, etc

Prospecting/pre-sales to sales closure lifecycle of sales mapping.