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Customer Relationship Management

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Customer Relationship Management

Master Management

  • Branches Setup
  • Master Setup
  • Role Setup
  • Managing Hierarchy

Profile Management

  • Managing Individual Profile
  • Access Right Management
  • Visibility of Organization’s Hierarchy Chart
  • Team Profile Management

Customer Management

  • Managing Customer Profile
  • Sharing Customers
  • Transfer of Customers
  • Managing Child and Subsidiary Accounts

Opportunity Management

  • Managing Opportunities
  • Sharing Opportunities
  • Mapping of Opportunities to Call Planner
  • Integration of Opportunities with Sales Order Logging

Call Planner

  • Managing Calls
  • Calls Update
  • View Calender
  • View Calls by Date Range
Live Demo
1800-3010-3363
sales@ricohdocs.com