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The Dynamic Duo: CRM and Quarto ERP

erp crm

Consider CRM as your company’s secret weapon for building strong, long lasting relationships with your customers. With a robust CRM system built in our ERP software, you can keep track of every interaction you have with your customers.

QUARTO Customer Relationship Management (QCRM) system is a close knitted program suitable for the organization which manages each and every interaction between customers and prospective clients. QCRM system schedules the day to day activities for each user and the tasks to do for the clients like follow ups, Calls, information or services to be provided for the customers and intimate the same through SMS, Whatsapp messages or through emails. QCRM systems compile data from a range of different communication channels, including a company’s website, telephone, email, live chat, marketing materials and more recently including social media. They allow businesses to learn more about their target audiences and how to best cater for their needs, thus retaining customers and driving growth in sales. QCRM is a very helpful tool to deal with the past, present or potential customers.

QCRM is available through the following platform variants

  • Quarto Web Application
  • Quarto Mobile Application
  • Quarto Desktop Application

MODULES OF QCRM

  1. Administration – This area focuses on the day to day system administration and security controls which the organization can control internally.
    1. Customer Master
    2. Product Master
    3. Department Master
    4. User Master
    5. Calendar
    6. Message/Email Integrator
    7. Service Contract Management
    8. Configuration Utilities
    9. Database management
    10. Offline Sync (Desktop & Mobile)
    11. Financial Year Management
  2. Enquiry & Follow-up
    1. Customer Enquiries
    2. Follow-up System
    3. Enquiry Status Reports
    4. Document Connectivity
  3. Billing
    1. Estimates/Quotation
    2. Customer Orders
    3. GST Invoice
    4. Payment collection
    5. Payment Reminders
    6. Receivable Management
  4. Warranty/ASC Renewal
    1. Notifications Messages/Email
    2. Renewal System
    3. Document Management
  5. Reporting
    1. Sales Projection/Analysis
    2. Customer History
    3. Activity History
    4. User Wise Performance
    5. Product wise Profitability Reports
    6. Customer wise Profitability Reports
    7. Active/Dormant Customer Reports
    8. Stock Reports
    9. Customer Service Reports
    10. Marketing & Follow up (Hot/Cold) Status wise
    11. Pending enquiry Reports
  6. Dashboard
    1. Graphs
    2. Summary Reports
    3. Task Calendar
    4. Alerts/Messages

Armed with this information, you can tailor your strategies to meet your customer needs and exceed their expectations. So, if you’re ready to take your business to the next level, it’s time to dive into the world of CRM in Quarto ERP software and you’ll be well on your way to building stronger, more profitable relationships with your customers and having a blast doing it! Book a Demo Today!

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