This module is used to help users manage important documents of the CRM. And helps to send email notifications to customer about document expiration.
Module allows automatically generate customer codes and classify customers and internal contacts.
Track time spent by opportunities in each CRM stage
This module allows user to reload the CRM screen without refresh the webpage
Unique sequence number for CRM lead sequence number CRM opportunity sequence number CRM pipeline sequence CRM sequence number portal lead number of sequence CRM opportunity sequence portal website CRM lead unique sequence number of lead sequence code crm
Send WhatsApp notification to Customers from their Lead/Opportunity.
Allows multiple teams in crm stage
Machine Learning-based Customer Churn Prediction
Automatic customer follow-up reminder with configurable days and dynamic message
The module introduces a user-friendly checkbox feature for easy categorization of records into customer and vendor segments, streamlining data management and enhancing user experience.
Add Employee field to Sale Order, CRM, Account and Stock modules
Fifo Valuation
Fifo Valuation MRP
AI-powered calling integration with Genie Dial for CRM leads
Extends tag functionality for customers, vendors and products