| Inventory Management |
Reiel 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 Reiel CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application. * Products Management * Sales Quotes * Order Management * Invoices 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 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
Order Management * Streamline organization-wide procurement and fulfillment processes with integrated approach of Reiel CRM * Track outstanding orders from the orders list view * Procure products from the best available Vendors/Manufacturers/Resellers list in Reiel 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 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 |
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Inventory Management
Inventory Management
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