AquaCRM Feature List

• Lead Management
• Sales Opportunities
• Contact Manager
• Sales Forecasting
• Campaigns Management
• Email Management
• Knowledgebase
• Customer Support
• Product and Pricebooks
• Sales Quotation
• Vendor Management
• Sales Invoicing

Products and Pricebooks

• Manage organization-wide product catalogs and associate each product catalog with CRM modules for a 360 degrees view
• Customize the products page layout, fields, and related list views as per your organization's requirements
• Attach product-specific documents such as marketing collateral, license agreements etc.,
• Export product details to spreadsheet software such as Microsoft® Excel®, OpenOffice®, and others for further analysis
• Create multiple Price Books as per customer segmentation and associate products with the Price Books
• Offer flat or differential type volume discounts while generating invoices for customers
• Procure products from the preferred list of vendors

 

 

 

 

 

 

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