iBiz CRM
Our Customer Relationship Management (CRM) tool For Small Business. Helps business owners to keep track of scheduled appointments (Service requests, Site Visits,). iBizCRM is highly customizable as per your business. Tracking Leads, Customer Management , Appointments, Delegating tasks to team members, Spares used, Inventory tracking, Invoicing & Reports.
Features
- Informative Dashboard
- Lead Tracking and Conversion
- Customer Management
- Record company/project expenses.
- Define sales Goals to keep it as priority.
- Simplified Project Management
- Sales Invoices, Proposals , Estimates
- Credit Notes, Payments
- Notifications (e-Mail, SMS , Whats app)
- Data Privacy , Role based Security.
- Configure Custom fields to store additional information.
- Track Project Milestone, Assign Tasks
- Non Project members can follow tasks.
- Log time spent on tasks & bill customers accordingly.
- Integration with Payment gateway
CRM for a Nutritionist
Our client, a nutritionist with a growing practice, was experiencing challenges in managing client information, appointments, and program details. In order to optimize their operations and deliver seamless customer service, they approached us to develop a custom CRM (Customer Relationship Management).
Perennial Code Developed complete customized solution specifically designed for our nutritionist practice. Lead tracking, Follow-ups, Automated Appointments & confirmation via WhatsApp based on their program, Karada scan report, Diet Plans, Invoices and Payments. Variety of reports and analytics are developed to help the nutritionist assess the effectiveness of their programs, continuous client diet and lifestyle.
CRM For Service Providers
We developed a custom CRM system for Water Solution provider. company specializing in water treatment systems for residential, commercial, and industrial clients. With a wide range of products & services, they serve customers across various cities in India. Before implementing the CRM system, Water Solutions company relied on manual processes for tracking customer orders, managing AMC agreements, and generating Job Cards. This approach led to data inconsistencies, delays in service delivery, and difficulty in tracking customer interactions.
Our solution helped them to streamline their customer order management, Regular Maintenance reminders, Task Assignment to Technician and Job Card processes, Inventory tracking. The solution included the key features like Leads, Quotations,
Customer Conversion, Maintenance Schedules, Automatic Reminders, Auto Task assignment, Track Job Cards, Inventory tracking, Invoices & Payments.
ABOUT
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ADDRESS
Vidya Nagar Street Number 7, Hyderabad, Telangana, 500044
040 48513363,
+91 6303353309
info@perennialcode.com
sales@perennialcode.com