An easy and configurable Customer Relationship Management solution, designed for professional service companies to manage customers and contacts with strict security control, and help sales team track opportunities, quotations, contracts, and transaction history.
Free Trial1. Approval workflow for new customer can be enabled to verify the
customer data.
2. The customer maintenance form can be customized per your needs.
3. Applies strict control over the user access to customer records.
4. Allows users to create customer search menus with a specified query criteria.
1. Allows user to specify a certainty of closing a sale opportunity.
2. Simplified workflow features provide automated sales processes.
3. Multiple sales quotations can be submitted for a sales opportunity.
4. A sales opportunity can be converted to a contract automatically.
5. Applies strict control over the user access to sales opportunities.
1. Creates contract with default billing schedule & approval workflows.
2. Contract maintenance form can be customized using required fields.
3. Customized workflow gets contract approved by specified managers.
4. Displays contract renewal plan per the contract type and period.
5. keeps full track of contract progress and updates.
6. Applies strict control over the user access to contracts.
1. An invoicing request can be raised against contract billing schedule.
2. The contract billing schedule defines billing basis and condition.
3. Billing basis could be Fixed Price, Time & Material basis, or Cost-plus.
4. Contract billing schedule displays the invoiced & paid amount as well.
If you are ready to sign up for the PSA cloud service, please fill out the online order form below, we will contact you and open an account per your request.
For more information, consult online or call our free customer number 4006-888-772.
