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| The Online Design Bureau's CRM solution extends beyond traditional CRM to provide a complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using your CRM you can achieve the seamless integration between pre-sales and post-sales activities in a single application. |
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Manage organization-wide products |
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Associate products with other modules for a better 360 degrees view |
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Import product details from other applications |
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Create custom product fields as per your organization's requirements |
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Attach product-specific documents, such as collateral, license agreements, and others |
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Upload product images for easy identification |
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Export product details to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis |
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Create Price Books as per customer segment and associate products with Price Books |
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Procure products from the selected vendors list |
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Track outstanding quotes from the quotes list view |
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Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts |
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Select different prices for the same product as per customer segment |
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Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service |
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Create Sales Order or Invoice with a single click from the Sales Quote |
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Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect |
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Display quotes related to accounts under the related list |
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Customize Sales Quote fields as per your organization's requirements |
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Streamline organization-wide procurement and fulfillment processes with integrated approach of your CRM |
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Track outstanding orders from the orders list view |
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Procure products from the best available Vendors/Manufacturers/Resellers list in your CRM |
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Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse |
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Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements |
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Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders |
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Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically |
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Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service |
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Once the Sales Order is accepted, create Invoice from Sales Order with a single click |
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Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders |
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Track outstanding invoices from the Invoices list view |
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Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service |
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Customize Invoice fields as per your organization requirements |
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Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically |
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Customize Invoice fields as per your organization requirements |
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Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices |
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Associate invoices with the General Ledger account for hassle-free Book Keeping |
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