MODULES

Here's how NuageCRM can help you Benefit your Business

Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals.

This system incorporates the applications and tools used to plan, organize, and manage complex projects. These can include general software applications such as spreadsheets and email applications, or specific project management applications such as Wrike.

A task management tool is used by an individual, team, or organization to complete projects efficiently by organizing and prioritizing related tasks. Task management tools come in many forms, like basic spreadsheets or online project management applications.

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A large category of information systems comprises those designed to support the management of an organization. These systems rely on the data obtained by transaction processing systems, as well as on data and information acquired outside the organization (on the Web, for example) and provided by business partners, suppliers, and customers.

Organize Information. Sales management software allows your sales team to stay organized. ... Reduce Data Entry Tasks. ... Streamline Email. ... Simplify Phone Calls. ... Automate Workflow. ... Increase Teamwork. ... The CallerReady Advantage.

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more. A CRM solution helps you focus on your organisation’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Reminder module allows to send reminders for following

  • Invoice
  • Estimate
  • Proposal
  • Credit Notes
  • Support
  • Custom Reminder
  • Custom Services

Features

  • Email Notifications
  • Sms Notifications with twilio
  • Reminders will be send to staff and customers
  • Customised email template
  • Status on reminder
  • Reminders comments
  • Reminders Notes
  • Recurring Reminder
  • Export

Lead manager module allowing various calling methods to connect with the NuageCRM core leads using latest tools. Unlike manual calling and storing data, this module helps to keep information in a better way for communication hence it will help to convert leads in a more efficient way. Only one account will be needed to manage all staff calls along with call permission management for individual staff to avoid unnecessary calls.

Features

  • Email- Send/receive
  • Video call via zoom
  • Call via twilio
  • SMS
  • Bulk SMS
  • 2-way SMS
  • SMS, call, zoom and activity log features for perfex customers
  • Notification for missed, busy, no anaswer calls
  • Incoming/outgoing seprate call duration in activity log

HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.

Features

  • Employee Profile Management
  • Attendance Information Management
  • Commission Information Management
  • Salary Deductions
  • KPI Bonus
  • Insurance Management
  • Income Taxes Management
  • Payslip Template Management
  • Payslips Management

Using this module helps in relieving the burden of manual data entry, prevents common human errors, helps businesses and accountants when tax time comes around and allows the user to look at in-depth reports of how their business’ finances are faring. Perhaps the biggest advantage of this module is all of the time it will save. With this module, all of their financial reports will be consolidated into one online system, making it easier to keep track of their records. An accounting module for businesses offers the ability to automate many processes which will not only save time but will also ensure accuracy and efficiency with one’s financial reports.

Supplier relationship management is the discipline of strategically planning for, and managing, all interactions with third-party organizations that supply goods and/or services to an organization the objective of SM is to maximize the value of those interactions. Know your supply chain, know your risk, build relationships and partners to conduct business transactions. Use Supplier module to build a list of suppliers all in NuageCRM.

Features

  • Stay on top of business and manage your supplier’s relationships, all from NuageCRM.
  • Assign suppliers to specific staffs of your team and let them manage the relationship.
  • Allow suppliers to collaborator in the supplier portal
  • Make notes, statements, invoices, Credit note, estimate, tickets, contracts, projects, task

Purchase Management Module is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment. This advanced innovative process also passes through various points such as preparing a budget estimate, managing the spending, contracts, and suppliers with full control over purchase order.

Features

  • Product/Service Management
  • Bulk Import Products
  • Supplier Management
  • Supplier Mass Import
  • Supplier Quotation Management
  • Purchase Order Management
  • Payment Management
  • Supplier Invoices Management

Contact

+1-(416) 477-1140

info@nuagecrm.com

Address

5 Brookwood Drive

Richmond Hill

ON Canada

Call Timings

24 Hours / 7 Days Open

Office time: 10 AM - 5:30 PM