As
the main aspect of CRM is recording contacts’ details and tracking their interactions
with a business, JupiterCRM provides a huge space for managing contacts through
contact management module in order to improve sales and service levels
leveraging a wider range of data.
JupiterCRM
manages all the products through this module. Product management allows admin
to manage all the properties of a product like brand, product transfers,
measuring units, warehouses, and categories of the products.
JupiterCRM
enables the process of initiating an inquiry about the product in order to know
the interests of customers and categorize them as leads so that they will be
able to get the proposals.
JupiterCRM
has a feature of sending proposals to all the users that contain product
details. Quotes and proposals have the same features and work the same way
while proposals are extended to all the customers including leads.
JupiterCRM
has the ability to send quotes to the customer except leads before the payments
are made with all the product details including taxes, discounts, and fixed
prices. Quotes, in other words, are a preview of product details before
confirmation by the customer.
A
sale is a transaction between two or more parties where the entity or product
from the seller is exchanged with the buyer for different assets, mostly money.
JupiterCRM the ultimate CRM extends its effort in managing 7 types of sales.
They are Invoices, Credit Notes, Quotes, Proposals, Contracts, and Recurring
Invoices within limited time along with backup feature and many more.
The
JupiterCRM generates the meticulous invoice on confirmation of the products by
the customers. Invoice contains all the product details along with taxes,
discounts and total price. Invoice has an option that initiates the payment
process for the products through different gateways.
JupiterCRM
has the feature of creating recurring invoices that can be configured to a
specific period of time of the day and hour when the action to be performed. It
triggers the invoice generation when the specific time by alerting with quick
notification.
This
module helps to manage assigned project budgets, record expenses and track
timesheets regarding the project and tasks. JupiterCRM also features
flexibility in charging a customer for their work like fixed amounts as work is
completed and/or set time-based billable rates. Hourly rates can also be set
for each team member. It consist of various sub-modules like Client project,
project status, project billing type, and project tabs.
JupiterCRM
helps the users in maintaining a precise sales process in place by allowing you
to conduct various tasks and activities to bring a prospect through a
particular stage and into the next one through task management module. This
also helps the customer in understanding the path to follow for each sales
process step.
The
Purchase Order explains the material details to be purchased from the supplier
to the Customer. The JupiterCRM facilitates many features for a Purchase order
module with more flexibility. They are Creation of Purchase Order which allows
to create a purchase order, Summary used to display the progress of existing
orders, Customize filters that help to search for a particular material. Listed
purchase orders can also be viewed with more details, edited or deleted.
JupiterCRM
justifies all the users by providing them an option to raise a refund in case
of damages or issues regarding the products. A credit note can be closed by
refunding the customer directly or by deducting the amount from the previous
unpaid invoice. In Spite of that miscellaneous Credit, note can be generated
without the details of the products.
User
management functionality that can be tailored to reflect any specific
administrative structure, as well as to group users in any other way and to
define the access and permission settings.
JupiterCRM has the ultimate ability to keeping track of all the
transactions such as payments, credit notes, and refunding over a large period
of time. All incomes, expenses, profits, losses are tracked and calculated
giving monthly reports.
JupiterCRM
helps both the customers and admin to place more than one order or payment at
the same time by placing all the selected products into cart and make payment
at a time. Admin can also place the products into cart on behalf of customer’s
requests.
Asset
Management designed to meet the unique relationship management and reporting
needs. Our JupiterCRM provides upgrades CRM features such as tracking contacts,
asset, location, categories, meetings, activities, etc, but also it analyzes
the track history of asset which are managed to generate leads.
Apart
from sending messages/notification or emails through SMS and Email templates,
based on the circumstances JupiterCRM helps to send quick notifications to all
the users or a specified user.
JupiterCRM
provides a support platform to all the users in order to discuss the issues by
raising tickets and share related information about the products that maintain
transparency among the users related to the ticket.
JupiterCRM
features with Content Management which provides document service that is based
on the Knowledgebase Provider service. It uses concept for document attributes
and document content and enhances it by several new functions such as folders,
articles and pages with tags. Content Management enhances functions like
linking documents to business objects, Word template integration.
JupiterCRM
allows to customize the emails that are needed to be sent through email
templates. Emails templates are pre-defined format of email such as
addresses(From, To), Cc, Bcc, Subject and body of the text.
JupiterCRM
allows to customize the SMS that are needed to be sent through SMS templates. SMS
templates are pre-defined format of SMS such as SMS content with sender,
receiver details.
Every
software some or other time requires data backup. JupiterCRM provides you with
complete backup within a short time in two ways. This feature allows the
backing-up of data in two forms, either in the form of a database or as files.
The
JupiterCRM generates the reports as per the scheduled period of time. The
generated reports such as Income report, Expense report, User report, role
reports, User Client project report, task reports, Asset reports, product
reports, purchase order reports.
The
JupiterCRM messaging system provides the platform to send and receive messages
through a messaging gateway which extends to MailChimp. This module displays
all messages at a glance with respect to Inbox and Outbox.
The JupiterCRM provides an agreement service to make the process of creating a new project to be assigned. It generates Agreements, Quotes and other documents that ensure accuracy and compliance with an intuitive guided creation flow, Avoid mistakes by using pre-approved templates, Easily edit and change terms.