Enjay CRM screenshots and modules
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Transcript of Enjay CRM screenshots and modules
![Page 1: Enjay CRM screenshots and modules](https://reader033.fdocuments.us/reader033/viewer/2022052623/559bff6e1a28ab3d468b45ac/html5/thumbnails/1.jpg)
Modules & Screenshots
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Enjay CRM is based on SugarCRM
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Accounts
Your Customers’ Complete Details, with all kind of classifications and categorisation possible, in one place
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Contacts
Real People in your Customer’s Companies, with their designations and Departments
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Contacts - SubPanel
More information in Sub-Panels (note “More Information”)
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Leads
All enquiries from all sources, from all users in one place with all necessary details.
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Leads - SubPanel
and, more information.Leads are linked to Contacts / Accounts
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Opportunity
Qualified Enquiries as opportunities, with amount, quantity, probability, sales stage.
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Support Case
Support cases, with cost analysis (linked with products and AMC module)
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AMC / Contracts
AMCs and Contracts(Various AMC types supported)
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Engineer Visits
Every engineer has to enter only 4 fields, as Visit report. Cost calculated automatically.
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Visits per Case / Opps.
Details of visits per Case, helps you to calculate efficiency and costing, both.
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Basic RMA
Manage RMA from customers and to vendors in one place.
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Product Details
Product details, with Sr no, Warranty details, configuration
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Courier Inward
Courier in (to monitor everything that comes into your organisation)
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Courier Outward
Courier Out (Linked with Courier In, for tracking Purpose, what comes in has to go out)
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Calls Details
Call logging, Scheduling & planning
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Emails (& Templates)
Sending emails from predefined templates with mail-merge, was never so easy.
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Meetings
Plan, Record Meetings with all attendee information and description
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Document Management
All modules can have link to any document stored in CRM. Easiest Document Managment
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Task Management
Task Planning, Allocation and Monitoring
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List View
List view for all modules.Fast, Easy and yet comprehensive.
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Basic Search
Basic Search for list view.Fast, Simple, efficient.
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Advance Search
Advance Search with “Saved Search”Comprehensive, Powerful, Efficient.