Powering Up Efficiency Of Sales Team By Providing Unified Information Management System On Demand!
Mobile App for Sales Executive, Reporting Managers & Customer enables Sales Tracking Activity with ease. Real-time activity information, Sales Status, Reports are available for management to know the exceptions and act on it.
Create Lead on the Field from Android App . Bulk creation via Excel Sheet upload. Lead processing. Call back tracking. Mail Composer with predefined attachments. Brochure/Flyers/Product Sheet Management. Lead disposition update and tracking
Create and update customer database. Opportunity Life cycle management.Call back tracking. Mail Composer with predefined attachments. Brochure/Flyers/Product Sheet Management. Opportunity disposition. Executive reassigning and tracking per opportunity.
Scheduling meeting and reminder for meeting. Meeting Disposition. Action Recorder
Customizable progress designer with practically unlimited stages. Progress bar to show individual opportunity status. Consolidated progress view for each executive
Reviewing performance is easy with the detailed and intuitive interface QuikAllot’s dashboard comes with. QuikAllot generates in-depth reports to help you monitor your business effectively.
Target and Achievement tracker
Monthly , quarterly and yearly target setting for executives. Achievement progress of each executive. Pipeline status for each executive.
PDF, Excel, HTML based Periodic Reports. Region/Executive wise reports. Customized reports
GUI rich dashboard to view opportunity, progress, target and achievement. Dashboards with best practices followed summarization. Customized Dashboards
Opportunity wise document repository. High availability online repository. Customizable category of document for easy identification.
Streamline your Workflow to Maximize Efficiency
Product listing with quantity & taxes. Product Masters.
Proposal Generator for predefined formats to customer. Send automatically/manually by email. Cover Letter. Terms & Condition Masters for one click selections.
Invoice tracking by integrating with ERP. Invoice based target achievement dashboards.