Chromosis CRM

Additional features

Leads/Inquiries Management

Comprehensive solutions for managing potential clients.

Lead Conversion

Tools to transform potential leads into loyal customers.

Quotation Sending

Swiftly send quotations to leads.

Timely Follow-ups (Leads)

Ensures leads are followed up promptly for maximum conversion.

Lead Tracking

Build and manage a lead database with a panoramic view.

Reminders (Leads)

Provides reminders for lead-related tasks.

Calendar Integration (Leads)

Integrates lead follow-ups with calendars.

Detailed History of Lead Communications

Keeps a record of all interactions with leads.

Automatic Database Updates (Lead Status)

Updates lead database automatically based on status changes.

Centralized Enquiry Creation and Tracking

Manages all inquiries from a single location.

Quotation Creation

Crafts and sends detailed, formatted quotations in PDF.

Product/Service Details in Quotations

Includes comprehensive information about offerings.

Images in Quotations

Allows inclusion of images in quotations.

Pricing in Quotations

Includes pricing details in quotations.

Comprehensive Terms and Conditions in Quotations

Outlines all legalities and agreements.

Save and Edit Quotations

Ability to save and modify quotations.

Revise Quotations

Allows quick revision of existing quotations.

Quotation Revision History

Maintains a complete history of quotation changes.

Compare Quotation Versions

Compares different versions of quotations with one click.

Pending Enquiries Alerts/Notifications

Provides alerts for pending inquiries.

Follow-up Scheduling and Management

Intuitive system for scheduling and managing follow-ups.

Lead Status Tracking (Follow-ups)

Tracks the status of each lead during follow-ups.

Comprehensive Order Tracking

Monitors received and lost orders.

Orders Management

Revolutionizes supply chain management.

Client Details Access (Orders)

Provides deep dive into client specifics for each order.

Product Insights (Orders)

Detailed product information linked to orders.

Transportation Logistics (Orders)

Comprehensive transportation details for delivery.

Terms and Conditions (Orders)

Access to agreements related to orders.

Invoices (Orders)

Organized and accessible invoices.

Dedicated File Manager (Orders)

Unique file manager for each order.

Sales Order Creation and Management

Creates and efficiently manages sales orders.

Customizable Multi-tiered Approval System

Adapts approval processes for quotations, sales orders, and accounts.

Efficient Dispatch Management

Tracks dispatch status (Pending, In Transit, Completed).

Accounts Payable

Manages what the business owes.

Accounts Receivable

Manages incoming payments and client dues.

Trial Balance

Provides instant insights into financial standing.

Financial Reports

Detailed income statements, balance sheets, and cash flow statements.

Configurable Taxes

Allows tailoring tax settings.

Cost Centers and Budgets

Manages spending and tracks cost centers.

Multiple Currency Support

Manages transactions in various currencies.

Salesforce Management

Elevates sales force with strategic management solutions.

Daily Mission (Sales Force)

Sets and tracks daily objectives for sales team.

Activity Chart (Sales Force)

Visualizes team's sales activities.

Daily Call Report

Monitors and evaluates daily client interactions.

Direct Links to Enquiries (Sales Force)

Accesses and responds to customer inquiries quickly.

Direct Links to Service Management (Sales Force)

Ensures smooth transition from sales to service.

Daily Expense Report (Sales Force)

Tracks daily expenditures.

Claim Expenses (Sales Force)

Simplifies process for submitting and approving expense claims.

Manage Deposits (Sales Force)

Monitors and manages financial deposits.

Approval Systems (Sales Force)

Streamlined approval processes for sales.

Manage Sales Targets

Sets, tracks, and adjusts sales targets.

Sales Forecast

Provides predictive insights for strategic planning.

Sales Planner

Plans and organizes sales strategies.

Service Management

Revolutionizes customer experience.

Proactive Query Resolution

Swiftly addresses and resolves customer queries.

Track Complaints and Issues

Keeps a close eye on every customer issue.

Schedule Servicing Visits

Plans and manages servicing appointments.

Warranty Tracker

Tracks and manages warranty details.

Service Visit Records

Documents every service visit.

Task Forecasting

Anticipates upcoming tasks for team preparation.

Task Load Balancing

Balances workloads evenly among team members.

Create and Assign Tasks

Easily creates and assigns tasks to multiple team members.

Multi-Person Task Management

Assigns tasks to several individuals for collaboration.

Track Task Progress

Monitors task completion percentage.

Overdue Task Management

Identifies and addresses overdue tasks promptly.

Dedicated File Manager (Tasks)

Each task has its own file manager for documents.

Task Activity Tracking

Monitors activities associated with each task.

Mass Email Campaigns

Tool for creating and managing email marketing campaigns.

Unlimited Marketing Campaigns

Allows creation of any number of campaigns.

Extract Lists from Existing Client Database

Utilizes current client data for campaigns.

Import Contacts Easily

Imports contacts from MS Excel, Gmail, Yahoo, Rediff, Outlook.

Detailed Analysis of Each Campaign

Provides insights into campaign performance.

Direct Integration of Enquiries (Email Campaigns)

Automatically integrates inquiries generated from email campaigns.

Reports & Analytics

Provides comprehensive insights into business operations.

General Ledger (Accounts Analysis)

Overview of all accounts and transactions.

Accounts Receivable & Payable (Reports)

Monitors money owed by and to the business.

Sales Register (Reports)

Tracks all sales transactions.

Ordered, Delivered, and Received Items To Be Billed (Reports)

Manages billing efficiently.

Bank Clearance Summary (Reports)

Tracks cleared and pending bank transactions.

Payment Collection & Made With Ageing (Reports)

Analyzes payment patterns.

Sales Partners Commission (Reports)

Overview of commissions earned.

Customer and Supplier Account Head (Reports)

Detailed transaction summary per customer/supplier.

Item-wise Sales Register (Reports)

Tracks sales performance for each item.

Budget Variance Report

Compares actual performance against budgeted figures.

Sales Invoice Trends

Analyzes trends in sales invoicing.

Bank Reconciliation Statement

Reconciles bank statements with records.

Customer Addresses and Contacts (Reports)

Detailed database of customer information.

Ordered Items To Be Delivered (Reports)

Tracks status of items awaiting delivery.

Sales Person-wise Transaction Summary (Reports)

Evaluates individual sales performance.

Item-wise Sales History

Provides historical insights into item sales.

Territory & Sales Person Target Variance (Item Group-Wise)

Analyzes performance against targets.

Customers Not Buying Since Long Time (Reports)

Identifies inactive customers.

Quotation & Sales Order Trend (Reports)

Monitors trends in quotations and sales orders.

User-Friendly Interface

Intuitive design for ease of navigation.

Enhanced Search Capabilities

Powerful search functionality for quick information retrieval.

Unmatched Performance (Speed & Efficiency)

Fast and efficient operation.

Robust and Reliable

Provides consistent performance and stability.

24/7 Support

Dedicated support team available around the clock.

Rapid Response to Issues (24-hour bug fixes)

Minimizes disruptions with quick bug resolution.

Mobile Compatibility

Accessible and manageable from mobile devices.

Advanced Forecasting

Anticipates customer needs and market trends.

Effortless Report Generation

Easy extraction of detailed reports.

Scrum Master Consulting (Service)

Expert guidance for Scrum practices.

Software Product Consulting (Service)

Analyzes market, conceptualizes products, UX research, UI design, multi-tenant architecture build.