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Certification Audit CRMS

CRM is a set of process that have been developed using technology to increase business profit by better customer interaction. It not only uses a proper system but also blends culture along with a proper organized business structure.Customer service and support, and enterprise marketing management are among the main CRM areas. It helps in creating a satisfactory customer experience to your current clients and even helps you to acquire new ones. To get new customers is not only a time consuming but an expensive effort too.

Features

Dashboard

Customized Dashboard module gives you user-friendly interface with real-time trend graphs, lists of pending tasks and reporting.

Certification Manager

In the records and information management profession the primary certification is the Certified Records Manager (CRM).

Quotation Management

CRM Quote Management is a SaaS based application that seamlessly generates price quotes for opportunities within your CRM.

Project Management

CRM boasts powerful project management applications, geared for small and growing businesses or divisions in the enterprise.

Audit Planner

It is a vital area of the audit primarily conducted at the beginning of audit process to ensure that appropriate attention is devoted to important areas.

Renewal Management

It is a key component of allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk.

Audit Document pdf

The auditor's document is a disclaimer there of, issued by either an internal auditor or an independent external auditor.

Invoice Manager

Invoice Manager provides the underlying framework for most online transactions, including Account Management, automated billing, etc

Payment & Finance

It's the most flexible payment acceptance platform. Collect credit card and e-check payments online, over-the-phone, etc

Calendar Planner

A calendar is used to display dates and related information. It can also mean a list of planned events, these are maintained.

User Level Access

It is an Administrators on subscription contracts can add or remove named users and make changes to the named user benefits.

SMS / Email Notification

SMS/E-mail notifications to have up-to-date information sent to your mobile phone or email about the movement of audit.


Application Screenshots

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