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Emtech
India
SaaS Industry
January, 2023
CRM is a comprehensive business automation solution developed to manage customer relationships, order processing, collections, and revenue systems efficiently. The platform allows order booking with status tracking (Unassigned, Pending, Approved, Cancelled), collection management, customer and supplier database handling, and real-time summary reporting. With advanced features such as user-role management, module configuration, revenue tracking, and data backup, the system ensures secure, scalable, and organized business operations for growing enterprises. It is ideal for sales-driven organizations, distribution companies, and service-based businesses.
CRM is a web-based customer relationship and order management system designed to streamline order booking, collections, customer and supplier management, revenue tracking, and business reporting through a centralized platform.
Admin Login – Complete control over order management, collections, customers, suppliers, reports, user roles, and system settings.
Manager Login– Access to monitor orders, collections, reports, and manage operational activities.
Accounts Login – Handles collections, revenue tracking, and financial reports.
User/Staff Login – Access to create order bookings and manage assigned operational tasks.
Dashboard
Create Order Booking
NSO Upload
Order Booking List
1. Unassigned
2. Pending
3. Approved
4. Cancelled
Collection Master
Collection List
Collection History
Add Customer
Customer List
Add Supplier
Supplier List
Add User
User List
Add Role
Role List
Order Confirmation List
Entity
Revenue System
Add Module
Module List
Backup Data
Dashboard
Order Booking List
Unassigned
Pending
Approved
Cancelled
Collection List
Collection History
Dashboard
Collection Master
Collection List
Collection History
Dashboard
Create Order Booking
NSO Upload
Order Booking List
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