The centre point of any business is your relationship with your customers which in effect turns out to be the contacts in the organisation. The better you treat them, the better they respond to you. Managing them closely lets you be in control and helps you to be one step above always. Whether its just prospects, customers or vendors, you could monitor their activities on a real time basis including calls, meetings, tasks, your sales, purchases, payments etc.
CUMULUS CRM Dashboard provides a real-time snapshot of your organization's key metrics. You can easily visualize comparisons, patterns, analysis in Sales, Purchases, Inventory and of course Management related information. Drill down features from graphs lets you pull up info at the click of a button. Multi layer drill downs are available and also graphs which offer you a real-time in-depth view of your company.
Activities are how you keep track of business interactions, phone calls, tasks, meetings. It gives a complete history of all customer interaction. With this in place, you are never short of information when you deal with your contacts. It reminds you of the activities that need to be covered during the day. The Auto Calendar update feature helps you to monitor live events like payment follow ups, quotation validity expiry, order delivery date etc.
This feature lets the mobile devices such as smart phones and tablets to access, update and interact with customer data wherever they are. The software is in a complete responsive frame which fits to any devices like PC, Notebook, Fablet, Tablet or mobile. In addition, you will receive updates about company workings in any part of world which helps to manage work while travelling.
Reporting helps to monitor performance business-wide including sales analytics, customer profiles, payment tracking etc. The data from each report is valuable and provides a rich understanding of the customer, vendor, inventory, contacts, payments etc. Multiple filters are possible with each report.
This feature is a great way to manage and see your schedule and your employee' daily, weekly, monthly schedule activities and customer meetings, calls, tasks and much more. You can track upcoming events, set reminders, create task and enter notes, attach files to calendar activities, associate calendar entries with one or more contacts and assign tasks to one or more employees. You are at a click away from history or contact information for a person or associated task.
Several layers of approval features are added on to make sure that the system is in total control all the time. Purchase Approval, Quote Approval, Sales Orders Approval, QC Checks etc are all in place to make sure that nothing is out of hand at any point of time.
Cumulus CRM lets you mail information directly from the software for enquiries, lets your Sales Executives know about the Quotations made, mail Quotations, Orders, Invoices etc directly from the system to the selected contact with the customer.
CUMULUS CRM file Management allows an organization to store documents, graphics, spreadsheets, and other file types with any virtual file, order, quotation etc. These files can be accessed by any other member of your company that has the appropriate permission, improving communication and collaboration across the organization.
A complete Inventory module with Multiple Warehouse options with multiple racks and bins is available. Allocation of materials for quotes and orders are possible making managing of Inventory a piece of cake. Options to clearly order items when it falls below re order limits, optimising the freight movement using weight and volume calculations
The concept of roles carries privileges and access rights. With CUMULUS CRM Software you can set up the organization ladder using Roles. Clearly defined roles lets users view, edit, print, block, approve each step of the entire process flow.
24*7 ONLINE SUPPORT
Available 24/7, the CUMULUS CRM Support Center gives you access to a wide range of training and support resources, helping you get more out of CUMULUS CRM. You can also create and modify service requests as well as view system status alerts and notifications from this portal.