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.

Modules & Screenshots

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