enjay crm screenshots and modules
Post on 07-Jul-2015
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Modules & Screenshots
Enjay CRM is based on SugarCRM
Accounts
Your Customers’ Complete Details, with all kind of classifications and categorisation possible, in one place
Contacts
Real People in your Customer’s Companies, with their designations and Departments
Contacts - SubPanel
More information in Sub-Panels (note “More Information”)
Leads
All enquiries from all sources, from all users in one place with all necessary details.
Leads - SubPanel
and, more information.Leads are linked to Contacts / Accounts
Opportunity
Qualified Enquiries as opportunities, with amount, quantity, probability, sales stage.
Support Case
Support cases, with cost analysis (linked with products and AMC module)
AMC / Contracts
AMCs and Contracts(Various AMC types supported)
Engineer Visits
Every engineer has to enter only 4 fields, as Visit report. Cost calculated automatically.
Visits per Case / Opps.
Details of visits per Case, helps you to calculate efficiency and costing, both.
Basic RMA
Manage RMA from customers and to vendors in one place.
Product Details
Product details, with Sr no, Warranty details, configuration
Courier Inward
Courier in (to monitor everything that comes into your organisation)
Courier Outward
Courier Out (Linked with Courier In, for tracking Purpose, what comes in has to go out)
Calls Details
Call logging, Scheduling & planning
Emails (& Templates)
Sending emails from predefined templates with mail-merge, was never so easy.
Meetings
Plan, Record Meetings with all attendee information and description
Document Management
All modules can have link to any document stored in CRM. Easiest Document Managment
Task Management
Task Planning, Allocation and Monitoring
List View
List view for all modules.Fast, Easy and yet comprehensive.
Basic Search
Basic Search for list view.Fast, Simple, efficient.
Advance Search
Advance Search with “Saved Search”Comprehensive, Powerful, Efficient.
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