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We are committed to providing you uninterrupted services. As Government has enforced lockdown in major parts of the country we are unable to mobilize our field force. We will try our best to attend to your service support request as soon as possible. Please bear with us during this challenging time, we seek your cooperation in fighting with the Covid-19 pandemic.

Customer Relationship Management

/ / Customer Relationship Management

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