Powering Up Efficiency Of Sales Team By Providing Unified Information Management System On Demand!
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Mobile App
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.
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Lead Management
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
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Opportunity Management
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.
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Meeting Tracker
Scheduling meeting and reminder for meeting. Meeting Disposition. Action Recorder
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Progress Tracker
Customizable progress designer with practically unlimited stages. Progress bar to show individual opportunity status. Consolidated progress view for each executive
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Funnel Management
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.
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Target and Achievement tracker
Monthly , quarterly and yearly target setting for executives. Achievement progress of each executive. Pipeline status for each executive.
MIS Report
PDF, Excel, HTML based Periodic Reports. Region/Executive wise reports. Customized reports
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Dashboards
GUI rich dashboard to view opportunity, progress, target and achievement. Dashboards with best practices followed summarization. Customized Dashboards
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Document Repository
Opportunity wise document repository. High availability online repository. Customizable category of document for easy identification.
Streamline your Workflow to Maximize Efficiency
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Product Listing
Product listing with quantity & taxes. Product Masters.
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Proposal Generator
Proposal Generator for predefined formats to customer. Send automatically/manually by email. Cover Letter. Terms & Condition Masters for one click selections.
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Invoice Management
Invoice tracking by integrating with ERP. Invoice based target achievement dashboards.