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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 Admin dashboard offers a comprehensive view with distinct sections to manage various aspects of
operations. The "Master" section provides overarching settings and configurations, while the
"Attendance Dashboard" tracks employee presence. Detailed "Employee" and "HR" sections handle personnel information and management, including "Salary" details. The "Order" and "Inventory" sections streamline sales and stock management, and the "Message Dashboard" facilitates communication across the system, ensuring efficient work flow and coordination.
The "Master" section of the Machinery Sales & Services CRM includes key features for effective personnel
management. It allows the assignment of Heads of Departments (HODs), adding and managing
employee details and configuring settings for both HODs and employees. This section centralizes
administrative controls to streamline organizational structure and operations.
The "Attendance" section of the Machinery Sales & Services CRM is designed to efficiently manage timeand leave tracking. It includes features for "Self Attendance" for all employees, including HODs, as well
as general attendance records. Additionally, it handles leave management with options for "Leave
Applications," including specific requests from HR, HODs, and employees, ensuring a comprehensive and organized approach to attendance and leave tracking.
The "Employee Request" section offers two key options. The "Asset Request" feature tracks employee requests, including their ID, HOD details, name, and request specifics, along with acceptance status. The "Travel Expense" option manages travel-related costs, detailing kilometers driven, employee designation, and amounts for lodging and claims, ensuring transparent and organized expense reporting.
The "HR Details" section centralizes key information about personnel. It includes features such as name, designation, branch, department, and contact number, along with an action button for quick updates or
changes, enabling efficient management of HR records and communication.
The "Salary" section of the Machinery Sales & Services CRM focuses on managing financial transactionsrelated to employee compensation. It includes features like "Advance Payment" for general salary
advances, with specific options for "HOD Advance Salary," "HR Advance Salary," and "Employee Advance Salary," ensuring tailored financial management for different roles within the organization.
The "Order" section is essential for tracking and managing sales processes. It features a "Client Request
List" and "Client Request Status" to monitor customer needs, along with an "Employee Request List" and" Employee Sales Status" to oversee internal sales activities, ensuring all orders are efficiently processed and fulfilled.
The "Message Dashboard" section is designed for streamlined communication. It offers two options: the "Asset Message" feature, which tracks messages by date and includes both user and super admin responses, and a second option that allows users to manage messages by date, subject, and content, ensuring clear and organized correspondence within the system.
The "Inventory" section comprehensive tools for managing product details, tracking company cost
information, and monitoring stock quantities. This section ensures precise inventory control, enabling efficient management of resources and costs across the organization
