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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 Dashboard of the Machinery Sales & Services CRM offers a comprehensive view of essential
employee activities and tasks. It features sections for self-attendance tracking, advance payment
requests, leave applications, and order management. Employees can also manage asset requests, view tasks on the task dashboard, send messages, and handle various employee-related requests, all with in a streamlined, user-friendly interface.
The Self Attendance section allows employees to easily track their attendance with features like serial
number, month, date, and attendance status. This organized layout ensures accurate record-keeping and quick access to attendance information for any given period.
The Advance Payment section enables employees to request advance payments and monitor the statusof their requests. With features like advance pay and payment status, it ensures a smooth and
transparent process for managing financial needs
The Leave Application section allows employees to submit leave requests and track their approval status. With a simple layout featuring leave application and status options, it streamlines the leave
management process for both employees and HOD.
Asset Requirement section facilitates efficient asset management by allowing employees to request
assets, specify quantities, and provide reasons for their needs. It includes features like request date, quantity provided, and status, ensuring transparent tracking from request to fulfillment.
The Order section allows employees to manage customer orders effectively while tracking associated employee requests. With features like customer order and employee request list, it ensures seamless
coordination and fulfillment of orders, enhancing overall service delivery.
The Emp. Requested section provides two key options: Gate Pass and Travel Expense. The Gate Pass
option manages client order details, product details, check-in/out, designation, and reasons for gatepass issuance, while the Travel Expense option tracks kilometers driven, defined time, total amounts,
lodging, and claim amounts, ensuring thorough and efficient management of employee requests.
Task Dashboard section offers two essential options: Task and Complete Task. The Task option allows
employees to view client names, order details, addresses, product dates, and employee details, ensuring clear task assignment. The Complete Task option tracks the same details along with the completion date, providing a comprehensive overview of task progress and fulfillment.
Message section enables seamless communication by allowing employees to send and receive messages with key features like date, subject, and message content. This ensures that all communications are organized, easily accessible, and time-stamped for efficient correspondence management.
