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Get the most out of your machinery sales and service operations with our comprehensive solution. From the initial inquiry to the after-sales support, our platform enables seamless communication and efficient management of the entire process. Our inventory tracking, maintenance scheduling, and customer support features enable you to provide top-notch service while maximizing sales. Stay ahead of the competition with our tailor-made solutions and elevate your business.
The Machinery Sales & Services CRM dashboard offers a comprehensive overview, featuring key sections like Master, Employee, Attendance, HR Details, Salary, Order, Message Dashboard, and Travel Expense. Each section is designed to streamline management, providing quick access to vital information and tools for efficient operation and decision-making. The intuitive interface ensures that all essential business
processes are easily accessible in one centralized location.
The Master section of the Machinery Sales & Services CRM serves as the foundation for organizational
structure, offering features to manage Branches, Departments, and Designations. It also includes
settings for bonus amounts based on kilometers and time, allowing for precise customization of
employee incentives and ensuring alignment with company policies across various locations and roles.
The Employee section is designed to streamline workforce management, featuring Admin Details, HOD&Employees, and Admin Settings. This section allows for detailed tracking of employee roles, responsibilities and hierarchical structure, while providing tools to customize administrative settings for
efficient team oversight and performance management.
Attendance section ensures accurate tracking of employee presence with features like Attendance, Admin S-Attendance, and Admin Leave. This section allows for seamless monitoring of daily attendance, management of special attendance records by admins, and streamlined leave management, ensuring all
employee absences are efficiently tracked and approved.
HR Details section centralizes critical employee information, including Name, Branch, Designation, Department, and Contact details. This section allows for easy access to and management of employee records, ensuring that all HR-related data is organized and readily available for efficient personnel
management.
The Salary section is streamlined for payroll management with features such as Branch, Department, Name, Request Date, Base Amount, Requested Amount, Amount Accepted, Reason, and Status. This
section facilitates the detailed tracking and approval of salary requests, ensuring transparency and accuracy in compensation management, while allowing for easy oversight of payment statuses and justifications.
The Order section of the Machinery Sales & Services CRM is divided into two key options: "Order List" and"Emp. Sales Status." The "Order List" tracks orders with features like Branch Name, Client Details, Order
Details, Admin Name, and HOD Name, providing a clear overview of all ongoing and completed orders. The "Emp. Sales Status" monitors employee sales performance, featuring Branch and Department, Designation, Client Details, Employee Details, and HOD Name, ensuring comprehensive tracking of sales activities across the team.
The Message section is organized into two options: "Admin Message" and "Message." The "AdminMessage" option includes features like Date, Admin Name, Your Message, Admin Message, and Action, allowing for clear communication and response tracking between admins and employees. The
"Message" option streamlines general messaging with features such as Date, Subject, Message, and Action, ensuring efficient internal communication and easy follow-up on important exchanges.
Travel Expenses section manages employee travel claims with features such as Serial No., Employee Name, K.M. Driven, Dearness Allowance, Claim Amount, Admin Name, Designation, Total Amount, Lodging Amount, and Date. This section ensures accurate tracking and processing of travel-related expenses, providing a detailed breakdown of claims for efficient reimbursement and administrative oversight.
