CompanyGate is a Customer Relation Management program featuring an integration of Customers Management, Invoices, Quotation, Receipt Management, Sales Records, track Receivable, Manage Expenses, Manage Suppliers, Manage Sales Calls, Telemarketing, and generate customized reports.
CompanyGate is a CRM tool for all Small to medium size service companies that contain all the financial and Sales operation Management that helps you to run successfully your Business.
Here are some key features of "CompanyGate":
Customers
· Add, Edit Customer data
· Assign Customer per Employee
· View & Print Customer file
· View & Print Customers list
· View & Print Customers list by Employee
Invoices
· View & print Company daily, monthly, Yearly Invoices
· View & Print each Employee daily, monthly & yearly Invoices
· View & print Company daily, monthly, Yearly Receivable
· View & Print each Employee daily, monthly & yearly receivable
· View & Print Invoices, Quotations & Receipts for Company services
Sales Calls
· Schedule Cistomer’s Telemarketing or appointment per Employee
· View all Employees Telemarketing or appointments in one screen
· View Employee daily Telemarketing or appointments numbers
· Follow up scheduling Telemarketing or appointments
Expenses
· Add, Edit Company expenses per unit, price, Description, suppliers, payment mode & date
· Add, Edit Company expenses per category & sub-categories
· View & Print Company daily, monthly & yearly expenses
Company Master
· Edit Company name, address & telephone numbers
· Edit Company starting & closing time
· Edit Company consultation duration time
Services Master
· Add, Edit Company services by specialty & price
· View & Print Company services by Services & Division
Employees Master
· Add, Edit Employee by Designation & Division
· View & Print Employee by Designation & Division
Expenses Master
· Add, Edit expenses categories & sub-categories
· View & Print expenses categories & sub-categories
Requirements:
· P II, 128 MB Ram, 100 MB Free Disk Space
Limitations:
· 30 day trial
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