Looking for a better way to manage and grow your business? T3 Customer relationship management (CRM) software can make all the difference.T3 CRM gives you a complete set of modules which helps you to manage your business and streamline all the task.
Keep track of contacts, appointments, tasks and everything else about your business all in one place.
Close more deals, faster than ever. T3 CRM helps business owners and sales teams spend more of their day growing sales with tools to get organized, quickly work through a list and automate follow-up.
Features of T3 CRM Software Modules
Customer & Contact Master
- On-go Customer Creation
- Individual / Company Filter
- Website Capture
- Job Position Capture
- Contact Reference Capture
- Name, Address, Email Capture
- Custom Filtered Search
- Language Capture
- Customer / Supplier Define
- Partner Assign
- Internal Notes
Product Management
- Product Master Database
- Product Pricing
- Product Picture Capture
- Product Specification Capture
- Product Variants
- Constant Availability Status
- Inventory Status
- Product Procurement
- Supplier Details
- Warranty Time Capture
- Minimum Quality Define
- Internal Notes
Lead Management
- Potential Lead Detail Capture
- Lead Creation
- Lead Assignment to team
- Priority allocation
- Lead Reference Capture
- Lead Tag Creation
- Lead Stage Tracking
- Sales Person Allocation
- Capture Lead Response
- Lead notes
- Lead conversion
Accounting & Invoicing Module
- Registration Invoicing
- Session Invoicing
- Billing in Required Format
- PDF Delivery Slips
- Monthly and Annual Accounting Statistics
- Accounting Graphical Representations
Sales Team Task Allocation
- Salesperson Assign
- Sales Team define & allocate
- Parent Team Define
- Team leader allocation
- Next Action Date allocation
- Next Action Task allocation
- Sales Order tracking
- Task Status tracking
- Quotation Reminder
- Sales Invoice Target Set
- Invoice Forecast Capture
- Notes for Sales Team
- Document Attachment
Target Monitoring
- Precise Pipeline View
- Expected Revenue Tracking
- Custom Filters Creation
- Custom Group Creation
- Probability Capture
- Success Rate
- Bar Chart View
- Pie Chart View
- Tabular Presentation
- Line Chart
Quotation Generation
- Auto Generation of Quotation
- Pre-populated Customer Details
- Ready Quotation in PDF Form
- Quotation Send by Email Feature
- Quotation Share with Team
- Unique Quotation Number
- Draft Quotation
- Unit Price and Taxes Incorporate
- Subtotal and Grand total define
- Quotation Status Tracking
- Document Attachment
- Graph and Calendar View
- Quotation Notes
Follow-up Scheduling
- Next Task Allocation
- Call Log History
- Call Summary Description
- Call History Tracking
- Salesperson Responsible
- Schedule Calls
- Schedule Time to call
- Schedule Meeting
- Assign Partners
- Issue Capture
- Task Tracking
- Internal Customer Notes
Sales Stages
- Lead Stage Tracking
- Opportunity Stage Tracking
- Probabilty Define & Tracking
- New
- Dead
- Qualification
- Proposition
- Negotiation
- Won
- Issue
- Active
- Lost
Data & System Security Management
- Access Control
- Authorization Control
- Authentication Tracking
- Data Security
- Password Integrity
- Regular Data Backup