PROPEL GENIC

Key Features

• 1. Lead & Enquiry Management – Record customer leads, enquiries, and contact details with status tracking and follow-up reminders.
• 2. Quotation & Follow-Up – Generate quotations from enquiries and track follow-up status with next contact dates.
• 3. Quotation to Sales Flow – Convert confirmed quotations directly into Sales Orders or Invoices — no duplicate entry required.
• 4. Customer Communication Log – Maintain complete communication history — calls, emails, visits, or meetings — linked to each lead.
• 5. Task & Reminder System – Schedule activities and set automatic reminders for follow-ups, renewals, or pending actions.
• 6. Sales Pipeline & Opportunity Tracking – Get visual insight into lead stages — Enquiry → Quotation → Order → Invoice → Payment.
• 7. Customer Category & Source Tagging – Classify customers by region, source, or sales executive for better targeting and reporting.
• 8. Sales Executive Performance – Track lead-wise or sales executive-wise conversion ratio, sales value, and follow-up efficiency.
• 9. Receivable Follow-Up – Send payment reminders and track pending follow-ups for outstanding invoices.
• 10. Accounting & Tally Integration – Every activity, quotation, and order flows seamlessly into Tally’s accounting and inventory modules.