This document describes a cloud-based business management system integrated with ERP. It allows users to manage clients, business operations, CRM, POS, accounts, HRMS, inventory, and payroll from any device via the internet. The system provides features like communication management, order management, inspection management, reporting, and integrates key business processes for end-to-end workflow management. It offers benefits like easy setup, accessibility from any device, automated reports, and scalability for growing businesses.
5. Customer Communication Management
Estimation/Proposal Management
Sales Order Management
Purchase Order Management
Order Progress Status Management
EQC Inspection Management
LC Management
Shipment & Packing List
CRM/Merchandising Management
6. • Customer Communication Record
• Client Records
• Work Order Report
• Generate Sales Order based on Buyer Work Order
• Generate Purchase Order to Supplier
• Auto Work Progress Milestone Date Creation
• Progress Status Monitor & Status Update
• Generate Progress Stage Report (completion time frame with status)
• Notification in Dashboard for critical incomplete progress stage
• Generate EQC Inspection & Report
• LC Information & Commercial Information Reports
• Sales Invoice
• Shipment & Packaging Information
CRM System Components
8. Client Communication
Customer Communication Record
Dashboard (Admin/Employee)
Client wise detail communication report
Communication Schedule Calendar
Today’sTask Schedule
Tomorrow’s Task Schedule
Client List
Interactive MIS Report
9. Quotation Estimation & Proposal
Product Quotation Request by Buyer
Quotation Cost Estimation
Approved and generate final Quotation
Proposal/Quotation Report
Estimation Report 360 Degree
Estimation Report
MIS Report for Management Business Decision
10. Sales Order
Generate Sales Order ID based on Buyer Work Order
Sales Order Progress Status Report
MIS Report for Business Decision Maker
Purchase Order
Generate purchase order ID for Supplier
Purchase Order Progress Status Report
MIS Report for Business Decision Maker
19. • Installment based Payment Facility (Pay as you Go)
• No big investment required
• 100% satisfactory service then payment
• Suitable for any type of Baying House
• Oracle Cloud hosted SaaS Product, Instant Setup within 2 Minutes
• Manage business anytime using Smart Phone, Tab, Laptop, PC via Internet
• System generated report can be sent to top management on time
• Instant report of quotation, work order, QC, LC, Shipment report sent to email that generate company
status snapshot
• Smart office communication through mobile or PC using internal messaging, personal status, office
schedule calendar
• Data are backup in cloud environment for protect business information from digester in fire, stolen,
robbery, etc.
Features & Business Benefits:
20. Technology & Quality
Oracle Database 12c and
Oracle Apex 5.1
High Availability: Hosted in "Oracle Cloud" 99.96% uptime
Data Backup: 3 continent base data backup, no way to lost
data
Access & Security: Any device access with SSL and
authorization, Apex's inbuilt security are hacking free.
Setup time: 2 minutes to start
Looking & Navigation: Smart looking, user friendly and easy
navigation facility
22. Data Access Authorization: Business data will be 100% secured as standard data center security provide with
application level role base access security.
Performance: Inbuilt fast ajax and JET technology which is faster and smart. Performance are scalable for high
user volumes.
Reporting & Data Export: Self-customized dynamic report generation facility Business Intelligence (BI). Multi
format report generation with export facility like pdf, xls, html, rtf, chart etc.
Language: Fully Unicode supported, can be used with any language.
Communication: Integrated SMS and Email facility.
Access Facility: Application and data are accessible from any devices like – Smart Phone,Tab, Laptop, PC any
time via Internet.
Technical Features
23. Product Demo Link: https://cloud-aps.com/apex/f?p=crm
For more Information go to: http://cloudsolutionltd.com/cloud-crm.php
Contact us:
(+88) 02-9615991, (+88) 01976002001, (+88) 01976003001
Email: info@cloudsolutionltd.com