PrismERP - Customer Relationship Management

PrismERP pre-sales CRM creates effective opportunities for enrolling more customers by maintaining opportunity form including additional fields for the opportunity's stage or status, profitability, and anticipated revenue for the company. It offers an unique interface for managing and storing information on different branches, quotations and surveys.

Utilize the PrismERP billing and invoicing solution to quickly and automatically generate serial-wise sales and purchase invoices. Tracking the sales and accurate customer information become quicker through the weekly or monthly invoice history which makes comprehensive sales reports for the organization.

PrismERP's service billing solution is an all-inclusive and adaptable solution for operating any kind of service billing functionality, including service contract requirements, billable services, service sale orders, and service contracts.

Solve any kind of customer or employer queries, complaints with multiple ticketing pathways through PrismERP support ticketing system which provides a centralized system with automated ticket generating features.

To ensure an authorized claim process, track the entire warranty claiming process using the unique serial numbers of warranty products. The warranty claim reports that PrismERP return merchandise authorization provides indicate that the item was returned due to damage, brokenness, etc.

Track the customer profile through the PrismERP customer portal, including the customer's purchase order location, transaction history, balance, compliance issues, credit purchase details, and other customer-related information.