Customer Relationship Management CRM – Open Source
Are you getting leads each day? That’s a great start. But are you following up? You could be missing out on sales. CRM helps you to keep those relationships managed, increasing your revenues.
CRM Overview
Contacts: Every interaction you have with your customers, leads and other stakeholders
Companies: If you are selling to lot of companies you may have multiple contacts on that Company. See all your contacts under a company and never lose track again.
Segments: Segments are powerful way to split groups of contacts from your contact list
Quote: In Quote user can fill in the key details like contact name and quote value, you can then choose which template it should populate.
Tag: When your contact list is big, tags really help you filter your communication. Send an email to everyone based on tag
Feature of CRM
100% Web Version
CRM Integration with Business Website
CRM Integration with Mobile Apps
Download apps from Google Play store and App Store
Benefits of CRM
All contacts in one place owned by company as well as employee
See your latest/oldest contacts at a glance
Contact them and work them towards becoming a customer/dealer/buyer
Never lose lead and customer list.
Easy to manage
Easy to action e.g. Closed, Reject etc.
Protect duplicate data entries
Service and Maintenance
Sales Funnel
CRM
Role
CRM Admin (Full CRM Permission)
CRM Mail Manager
CRM Contact
CRM Contact Manager
CRM Transaction Manager
Invoice Manager
CRM Quote Manager
Contacts
Y
Y
Y
Y
Companies
Y
Y
Y
Quotes
Y
Y
Y
Quote Templates
Y
Y
Y
Invoice
Y
Y
N
Transaction
Y
Y
N
Task Scheduler
Y
Y
Y
Segment
Y
Y
Y
Y
Y
Core Module
Y
N
N
N
N
Forms
Y
N
N
N
N
N
N
Extensions
Y
N
N
N
N
N
N
System Assistant
Y
N
N
N
N
N
N
CRM Setting
Y
N
N
N
N
N
N
Resource
Y
N
N
N
N
N
N
Jetpack CRM Admin (Full CRM Permission)
Role
C r m A d m i n
M a i l M a n a g e r
Q u o t e M a n a g e r
C o n t a c t M a n a g e r
T r a n s a c t i o n Ma na ger
I n v o i c e M a n a g e r
C o n t a c t
Contact View
Y
Y
Y
Y
Y
Y
x
Contact Entry
Y
Y
Y
Y
Y
Y
x
Contact Edit (Other)
Y
Y
Y
Contact Delete
Y
Y
Y
Y
Y
Y
x
Company Entry
Y
Y
Y
Y
Y
x
Company View
Y
Y
Y
Y
Y
x
Company Edit (Other)
X
Company Delete
Y
Y
Y
Y
Y
x
Add Tag
Y
Y
Y
Y
Y
x
Delete Tag
Y
Y
Y
Y
x
Assign To
Y
x
x
x
x
Assign Company
Y
N
Y
x
Add Quote
Y
Y
Y
Y
x
Delete Quote
Y
Y
Y
Y
x
Add Task
Y
Y
Y
Y
x
Update Own Task
Y
Y
x
Y
x
Update Other Task
Y
x
x
Y
x
Delete Own Task
Y
x
Y
Y
x
Add Segment
Y
Y
Y
Y
x
Delete Segment
Y
Y
Y
Y
x
Add Alias
Y
Y
Y
x
Add Logs Contact
Y
Y
Y
x
Update Logs Own Contact
Y
Y
x
Add Form
Y
x
x
x
Add Invoice
Y
Y
Y
x
Delete Invoice
Y
Y
Y
x
Contact Import
Y
x
x
x
Contact Export
Y
x
x
x
x
Transaction Export
Y
x
Help Topics Links
Help Topics
Links
Jetpack Shortcodes
jetpack.com/support/shortcode-embeds
Jetpack Contact Form
After Installing and configuring Jetpack Contact Form you can add contact from by clicking + Add Block option. Now a in Block of right sidebar you will be asked to connect “CRM Integration” by installing “Jetpack CRM Plugin”. In addition you will also asked to add “Newsletter Connection” in same place by “Add email permission request”. You also asked to install “Creative Mail Plugin” for email campaign.
Garment Technology Software Development Co – Auto Technology Ltd. is a software development organization.
We are delighted to introduce ourselves and our specialized services to you. Auto Logistic System, (Auto ) is a privateLtd international freight forwarding company dedicated to provide solid solutions for international trade operations; we have the necessary experience to provide optimal and efficient service. Our company has a network of international contacts, which allows us to provide support at origin and destination for all operations of import and export. The main objective of Auto it is to become a strategic partner for customers, keeping them satisfied through constant search of better alternatives to handle their shipments. Auto is a full service logistics provider across all states nationally and across all modes including Road, Rail, Sea, River, and Air. Our years of logistics experience combined with the latest in web based technologies, experienced staff and continuous quality improvement systems, come together to ensure that your logistics needs are made simple.
The company has three layers of expertise like business process analysts, software
About Us
In 2009, Babylon Logistics Ltd. (AIN.: 30114440380) was founded in Dhaka, by Babylon Group Executive Committee, a renowned Readymade Garments Manufacturer and Exporter since 1986. This step is trying to achieve the extension and expansion of domestic and foreign markets- which management find wide application in the provision of Freight Forwarding and Transport services. Today “Babylon Logistics Ltd.” is a domestic and global player in the field of total logistics.
OurServices include:
• International Freight Forwarding (Air& Sea)
• Customs clearance & Brokerage
• Consolidation & De-consolidation
• Transshipment cargo handling
• Guidance and Assistance in Security sealing and Certification
• Door to Door service
•Re-Export
• Packing, Crating & Transportation
• Specialized in Handling Dangerous Goods(DGR)Shipments
• Exhibition cargo movement
• Temporary Import Customs Clearance under Bond.
• Project cargo services
• Vendor management
• Vessel charter Services
We ably serve regional and international markets focusing on satisfying needs of our customers. Some of our key markets include Europe, USA, Middle East and Far East.
Vission
This is vision of Logistics Ltd. has own offices at Dhaka and Chittagong in Bangladesh. Around 30 employees in over two locations are working in this Unit. Auto Logistics Ltd. is promoted by professional Air and Shipping personnel with decades of experience.
Our Mission
This is mission of Auto Logistics Ltd. has own offices at Dhaka and Chittagong in Bangladesh……
This is mission of Auto Logistics Ltd. has own offices at Dhaka and Chittagong in Bangladesh. Around 30 employees in over two locations are working in this Unit. Auto Logistics Ltd. is promoted by professional Air and Shipping personnel with decades of experience.
Barcode Invoice Tracking management software allows you to generate barcode and print your own barcodes. By integrating barcode scanners, you can also read the barcodes already printed on the items by the manufacturers. For any queries, please Contact Us.
Advantages
By using a barcode scanner and printer, you can add every bill purchased from your supplier one by one within seconds.
Store information of customer securely
The barcode billing app and software fetches the scanned data from the barcode scanner and includes it in the invoice.
Collect payments online 24/7
Scan the barcode of each bill/invoice and you will see its information in the app as well as in software.
It can help you reduce wait time in your billing counters.
Reduce the resources needed for billing and Audit inquiries
Add local currencies & tax laws
In manual billing system comes with the possibility of errors in multiple ways.
Give Finance, & Service a 360° view of the supplier
You may forget to enter a particular invoice or bill to add the same one twice.
Provide a customer self operated portal/ Helpdesk
Details of products, like current price, UOM, expiry date, and others can turn out to be wrong due to possible manual errors.
Optimize the billing process of business
Accept payments via cash, checks, & wire transfers
Attach a barcode scanner to your laptop and fetch the invoice details
Track all bill transactions e.g. payables & receivables
Automatic payment reminders
Create invoices, retainers & credit notes
Get updated information with your current account receivables & payables, cash flow, open cheques, pending payments etc.
Scan receipts & track expenses
Export data in pdf, doc, csv format
Store Department Process & Features
MPR receive from user
Supplier deliver goods with challan
Store department receive goods with challan and other documents
Procurement Process & Features
Procurement users get SMS and email notification when store department receive goods
User of Procurement department can view current bill location, e.g. bill is staying in Front desk or Procurement desk or in Audit desk or accounts desk etc.
PO create by procurement department entering information with Purchase order no, PO Date, Reference No and Date, MPR No, MPR Date, Supplier Name, Supplier Address and Email, Pricing Amount etc
Create Unlimited PO
Send PO to supplier
Purchase Order Approval
Good received Confirmation Date Entry
Purchase Order Report (Draft/Actual)
Add custom fields to create PO
PO Report
Purchase Order management
Invoice Scan
Unit wise System Generated PO
Good received Confirmation Date Entry
Invoice Amount Change request
Purchase order Approval for all Unit
Unit wise PO Report.
Purchase order register for all unit
Purchase order Report
Purchase order Register
Invoice Register
Cheque disbursement register
Front Desk Process & Features
Front Desk users get SMS and email notification when procurement department create PO
User of Front Desk can view current bill location, e.g. bill is staying in Front desk or Procurement desk or in Audit desk or accounts desk etc
Customer submit bill to front desk
Front desk executive receive bill by ensuing PO number
Front desk executive entry invoice information e.g. PO Number, Challan No Company Name, Supplier Name, Invoice Number, Date, Pricing etc
Generate and Deliver Supplier Acknowledgement Slip including barcode.
Front desk executive print barcode and attached it into Bill Invoice
Front desk executive Invoice Scan and send to procurement team
Invoice mapping with Purchase Order
System Generated Bar Code
Real-time Invoice Tracking
Non-Purchase Order Create
Vendor get query about Check to front desk
Cheque Disbursement
Cheque Disbursement slip
Invoice register
Cheque disbursement register
Run real-time reports on your sales,
Expenses and tax summary,
Purchase order Report
Purchase order Register
Invoice Register
Cheque disbursement register
Accounts & Finance Process & Features
Accounts users get SMS and email notification when procurement department scan barcode
User of accounts department can view current bill location, e.g. bill is staying in Front desk or Procurement desk or in Audit desk or accounts desk etc.
Can view scanned invoice
Scan barcode to send bill audit department
Finance responsible can review bill information e.g. Order No, Order Date, Invoice No, Invoice Date, Payment date, Supplier Name etc
Easy to change invoice information
Invoice VDS Calculation
Invoice TDS Calculation
Purchase order Report
Purchase order Register
Date wise Invoices Report
Supplier wise Invoices Report
Company wise Invoices Report
Cheque disbursement register
Tressury Process & Features
Invoice scan
User of Tressury Desk can view current bill location, e.g. bill is staying in Front desk or Procurement desk or in Audit desk or accounts desk etc
Cheque Preparation (Single/Multiple Invoice)
Purchase order Report
Purchase order Register
Invoice Register
Cheque disbursement register
Audit Process & Features
Invoice scan
User of Audit Desk can view current bill location, e.g. bill is staying in Front desk or Procurement desk or in Audit desk or accounts desk etc
Invoice Amount Change request
Auditor comments
Unit wise PO report
Purchase order Report
Purchase order Register
Invoice Register
Cheque disbursement register
System Setup Process & Features
Amount Editor Invoice scan
Change Invoice amount
Purchase order Report
Purchase order Register
Invoice Register
Cheque disbursement register
Organization Profiling
Department Profiling
Bank Profiling
Bank Account Profiling
User Profiling
You can download free Barcode Invoice Tracking Software System from internet. We will help you how to download and how to setup this software for your company. e.g. Zoho Invoice A Simple invoice software, Invoicing Software etc
VAT Management Software is leading business software solution in Bangladesh which is developed according to the guidelines of National Board of Revenue NBR- Bangladesh. At present VAT Management Software comply both present VAT law as well as new VAT law which already imposed in July 2019. For any queries, please Contact Us.
VAT Management
VAT management solution is special software for trading company, non-trading company , production and manufacturing company , import-export and small / largest or any other types of companies where in need to maintain VAT payments process in Bangladesh. VAT Management Software is the undisputed market lead in the enterprise software market in Bangladesh. The VAT Management Software empowers the business and people to be more productive for manufacturing, distribution, retail, and other services organizations.
VAT Management Soft Features
User Access control and security
Vendor Profile Setup
Company Basic Information
Branch wise Information
User wise Creation
Capable to create the Monthly VAT return – VAT 9.1
Change user Password
User Approval
User Permission
Customer Profile Setup with User Management
Product Setup Category wise
Service Setup Category wise
Purchase wise Register
Purchase Invoice generate -Mushak-16
Purchase Return or Debit Note generate -Mushak-12KA
Received from Service,
Item Purchase – VAT-6.1
Return Register,
Accounts Payables
Stock wise Transfer
Sales wise Register
Credit Note/Debit Note Entry
Production/Manufacturing
Wastage/Disposal Register – VAT-26
Treasury Payment Entry
VDS Processing
Input Material Setup Category wise
Declaration -Mushak-1
Price Declaration of Tariff Item -Mushak-1KA
Input and Output Coefficient Declaration -VAT-4.3
Bill of Material Setup and Co-efficient Declaration
Purchase Entry
Finished Stock and Sales Register
Finished Goods Received – VAT 6.2
Finish Goods Wastage and Damage -VAT-27
Customer Databank
Supplier Databank
Product List
Mushak Challan – VAT-6.4 for Contract Base Manufacturing
Raw material List
Measuring Unit List
Value Addition Item List
Price Declaration for Export -Mushak-1Ga
Treasury Challan -TR6
Mushak Challan -VAT-6.3
Product Consumption Setup
Sales of Product
Sales of Services
Issue Subcontract -Mushak-11GA
Issue of Input material as per BOM for own and contractual manufacturing
All VAT reports update automatically as per
NBR requirements.
VAT Management Reports
The VAT Management System Software has integrated solution enabling business to benefit from a deeper visibility into their front and back office operations. This software is ensured all the features. All functionalities are available in this system. All Mushaks are generated according to new Law.
Treasury Deposit Report
Goods Purchasing/Receiving Report
Invoice wise Sales Report
Item wise Sales Report
Item wise stock report
VAT deducted at source report
Production Report
Reconciliation Report
NBR Reports
Mushak-4.3 for Co-efficient Declaration
Mushak-TR- 6 for Treasury Receipt
Mushak-6.1 for Purchase Register for Local Challan & B/E Bill of Entry or Import item
Mushak-6.2 for Sales Register
Mushak-6.2.1 for Purchase & Sales Register
Mushak-6.3 for VAT Challan Patro
Mushak-6.3 for Service Bill
Mushak-6.4 for Contract base Manufacturing
Mushak-6.5 for Inter product Transfer
Mushak-6.6 for VAT at source deduction certificate
Mushak-6.7 for Credit Note
Mushak-6.8 for Debit Note
Turnover Challan for VAT -6.9
Application for SD Adjustment for VAT -7.1
Mushak-6.10 for Purchase & Sales statement for value more than Two Lac
Mushak-18.1 for Application for VAT Agent Certificate
Mushak-18.2 for Application form for certified copies of documents
Mushak-18.3 for Application for VAT clearance certificate
