L
A D I N G

Product & Features

Marketing & Sales

Extend your marketing to start bulk email and bulk SMS marketing, Connect people to drive business in new ways, like live events, coupons, online surveys, and more.

CRmexa manage your sales team with the following three ways:-
A. In Marketing
B. In Sales
C. In Service

A. In Marketing

  1. 1. Leads
  2. 2. Contacts
  3. 3. Accounts/Company (Customers)
  4. 4. Assignment
  5. 5. Event
  6. 6. Campaign
  7. 7. Email
  8. 8. SMS
  9. 9. Price Quote

1. What is CRM Lead in CRmexa

Lead is an individual who might become your customer, but currently isn't. The lead need to follow a process by entails gathering information about the prospect, such as level of interest. In CRmexa you can score the lead as ‘New’ or ’Working’ or ‘Qualified’. Qualified lead will be shifted to a Contact.

How to become a customer from a lead?

  1. Leads: Insert leads in the CRM then convert them in to contact after working.
  2. Contacts: Gather information about the level of interest of the contact.
  3. Accounts/Customers: Create accounts/customers communicating with the contacts.


2. What is CRM Contact in CRmexa

The term contact designates an individual who is your customer's company representative responsible for purchasing your products and services. The difference between a contact and a lead is that leads are POTENTAL might be a clients, whereas contacts are usually contacts of your customers.


3. What is CRM Accounts in CRmexa

The term account is used instead of the company. Typically, an account or a company has one or more contacts associated with it. These contacts are individuals inside the company.

The accounts or a companies is the customers of your company.

How to become a customer from a lead?

  1. Leads: Insert leads in the CRM then convert them in to contact after working.
  2. Contacts: Gather information about the level of interest of the contact.
  3. Accounts/Customers: Create accounts/customers communicating with the contacts.


4. What is Assignment in CRmexa

The term assignment a daily task for employees which create by channel managers.

Assign task for communication:

  1. Assign employee(s) for daily/periodical task for selected customers group.
  2. Employee-wise follow-up assignments.
  3. See the communication history of customers.

Assign to Given Gift Item:

  1. Assignment for gift or promotional product given to selected customers group.
  2. Employee-wise follow-up assignments.
  3. See the relationship history of customers.


5. What is Event in CRmexa

The term event is organize an event for a group of customers in selected area or route.

  1. Assign employee(s) to organize an event for selected customers group.
  2. Employee-wise follow-up assignments.
  3. See the relationship history of customers.


6. What is Campaign in CRmexa

The term campaign is specific offers and facilities of the sales process.

  1. Create a campaigns with offers and facilities.
  2. Add campaign for selected customers group and open it for all employees to communicate customers about the campaign.
  3. Employee-wise follow-up assignments.
  4. See the relationship history of customers.


7. What is Email in CRmexa

The term CRM email is a bulk email to selected customers group with a click.

  1. Write an email to send selected customers group with a click.
  2. customer-wise follow-up email.
  3. See the email history of customers.


8. What is SMS in CRmexa

The term SMS is a bulk SMS to selected customers group with a click.

  1. Write an SMS to send selected customers group with a click.
  2. customer-wise follow-up SMS.
  3. See the SMS history of customers.


9. What is Price Quote in CRmexa

The term Price Quote is a bulk Price Quote to selected customers group with a click.

  1. Write an Price Quote to send selected customers group with a click.
  2. customer-wise follow-up Price Quote.
  3. See the Price Quote history of customers.


B. In Sales

  1. 1. Communications
  2. 2. Opportunity
  3. 3. Price Quote
  4. 4. Invoice/Sales Order
  5. 5. Payment Receive

1. Communications

Communicates customers with the following tools which describe above:

  1. 1. Assignment
  2. 2. Event
  3. 3. Campaign
  4. 4. Email
  5. 5. SMS


2. What is Opportunity in CRmexa

Opportunity management is one of the integral part of CRmexa and this allows you to control the sales process. Add opportunities for customers as their interest. multiple opportunities make up your sales pipeline, which contributes to your sales forecast.

Key process of opportunity management

  1. Create: Create opportunities for customers from their interest.
  2. Work: Needs analysis and do sales process of the opportunities of relevant customers.
  3. Close: Close opportunities as won or lost.


3. What is Sales Quote in CRmexa

The term Sales Quote is a bulk Sales Quote to selected customers group with a click.

  1. Write an Sales Quote to send selected customers group with a click.
  2. customer-wise follow-up Sales Quote.
  3. See the Sales Quote history of customers.


4. What is CRM Invoice in CRmexa

  1. Create and send professional invoices for customers.
  2. Follow-up invoices.
  3. Follow-up overdue invoices.
  4. See invoices history of customers.


5. Payment Receive

  1. Communicate customers from the unpaid invoices list.
  2. Payment receive from the unpaid invoices.


C. In Service

What is Services in CRmexa

The Services module of CRmexa is designed to focus, manage, and track the customer service operations of an organization such as supporting the incident-based services, supporting the customers using service scheduling.

  1. 1. Customer Support
  2. 2. Schedule Service

Customer Support

  1. Inbound: Generate support ticket from inbound call, email or other. And assign an employee accordingly for this ticket.
  2. From Website: Customer generate a support ticket from your ownDomain website. It will automatically assigned to a specific support person.
  3. From Mobile App: Customer generate a support ticket from your personalize mobile app. It will automatically assigned to a specific support person.
  4. Work: Do support as per ticket instructions. And record accordingly.
  5. Close: Close tickets as completed.
  6. History: See the customer list with support status. See history from the comment link.

Schedule Services

  1. Scheduling: Scheduling: Service schedule already designed when you create products.
  2. Ticket generate from server: As per schedule every period automatically generate tickets with assign related support persons.
  3. Work: Do support as per ticket instructions. And record accordingly.
  4. Close: Close tickets as completed. Next schedule service period will automatically set for next support.
  5. History: See the customer list with support status. See history from the comment link.

Any procurement module can't be a perfect until you customize it your own way.
CRmexa procurement is usually divided into four major processes: planning, selection, administering and closing procurements. Planning involves the creation of the official procurement management plan and selection based on previous history, documents… available in the software.

Product Catalog

  1. Create product with different group like color, size etc with images.
  2. Add eCommerce features for getting online orders.
  3. Create fixed asset and stationary item with images and other info.
  4. Barcode automatically ready for printing when create product.

Product Requisition, Bills, Warehousing and Payment

  1. Create requisition from need recognition or from inventory alert
  2. Approve requisition and vendor selection.
  3. Invite quotation.
  4. Search the previous purchase negotiation histories to negotiate for new purchase,
  5. Approve the quotation.
  6. Create purchase order or bills with upload/scan negotiation note & contract copy for future reference.
  7. Receive goods or services with insert expire date if any.
  8. Pay the bills as per contact
  9. Purchase also can be directly from bills to pay where no need to create requisition or pre-order.

Product Movement

  1. Product movement history i.e. purchase, sales, transfer with supporting document
  2. Search product or a brand to see the sales performance for a period.

Product Documents

  1. Scan or upload documents when create transactions for purchase process.
  2. Track every transactions with documents

Stock IN/OUT

  1. Store keeper or permitted user will see the coming stock for the warehouse and receive the stock after quality check.
  2. All or any of the stock return to the supplier before or after received. Need to approve it as per permission.
  3. Delivery order/chalan-wise packing, shipping and deliver the stock.

Current Stock & Transfer

  1. One screen stock in hand report for complete view of all warehouses with drill down facility.
  2. Product movement history with supporting documents.
  3. Warehouse to warehouse stock transfer.
  4. Transferred product receive by respective user only.

Stock Ageing

  1. List of products for upcoming date of expire.
  2. List of products that reach to the minimum stock.

In CRmexa you can manage all of above with four types of inventory:

  • 1. Finish Goods
  • 2. Fixed Asset
  • 3. Consumable Goods
  • 4. Raw Material
  • Sales from Invoicing

    1. Create invoices for goods or services.
    2. Create and send professional price quotation for a group of customers.
    3. Create and send sales order directly or from quotation.
    4. Create and send professional invoice directly or from sales order.
    5. Invoice status for unpaid, overdue and pending delivery of product.
    6. Create repeat invoices for customers with deferent periods.
    7. Auto generate repeating invoices.
    8. Scan or upload supporting document for all types of invoices.
    9. Delivery order (DO/Chalan) auto generate for invoices.

    Beside invoicing you can open POS accounts from your warehouses or outlets to sell product directly to the customers.
    CRmexa offers web based and app based Point of sale (POS) system for you, where your customer makes the payment for goods or services that are offered by your company. This POS is integrated with your relevant warehouse, your eCommerce website and your eCommerce app.

    Sales from POS

    1. For POS pre-set the offer from discount manager.
    2. Pre-set sales tax (VAT) from setting for all or any group of products.
    3. Sell from POS by cash, card, mobile banking or credit (pay later).
    4. Additional discount and membership reword system.
    5. Invoice exchange, return and reverse facilities.
    6. POS user access control.
    7. Sales report, sales person performance report.
    8. Search product or a brand to see the sales performance for a period.

    Sales from Distribution

    Managing customers as well as products in warehouses.Monitoring and reporting functionalities that help distributors manage customer information, track product orders, generate invoices/quotes, and automate marketing efforts.
    Many ways you can manage your distribution process. Describe here, how to manage your distribution by RTM (Route to Market) system.

    RTM (Route to Market)

    Distribution Points

    1. Add distribution points for distributors or your own.
    2. As per distribution points requisitions transfer products from central warehouse.
    3. Observe and control distribution points real-time activity
    4. Develop a sales team manage all sales and delivery process

    Assignment from Distribution Points

    1. Create route/zone-wise sales assignment for sales person.
    2. Assign one sales person for ‘take order’, ‘product delivery’ and ‘payment receive’ or assign separately.
    3. Create assignment for POSM (point of sale material) and MI (market intelligence) update.
    4. Approve the assignment.
    5. Deliver the assign stock for sales person.

    Accept Assignment by Sales Person

    1. Sales person accept the assignment with received the stock from android app or using web portal from smartphone.
    2. Sales person may request for edit assignment when need more product in the assign period.
    3. Using android app, sales person can do sales activity in online or offline. If offline, sales person will do the sales activity without internet and sync with the central database after end of the assign period.
    4. From web portal all activity will sync in real-time with the central database

    Follow-Up & Closed Assignment

    1. Warehouse manager and management see the real-time filed activity.
    2. After closed assignment by the sales person warehouse manager will see the closing product stock and cash as return to him. After count he will received all to final close the assignment.

    Sales from eCommerce

    You don't need to create your website. Just subscribe the CRmexa eCommerce service and choose a template/theme from our design store and see your eCommerce website and personalize mobile app ready to take orders from your customers.

    Get additional orders from Your Website and App

    1. You don't need create your website. Just subscribe the eCommerce service and choose a template/theme from our design store then quickmas website builder automatically build a website for you from your product catalog.
    2. The website will displayed on your own domain.
    3. Your personalized eCommerce App is ready for your customers. The needs to download from Play Store to create orders.
    4. Get additional orders from your website and/or app.

    Sales from Marketplaces

    Get instantly connected with our listed eCommerce marketplaces with ease and receive additional orders from customers via marketplaces.
    Complete your product list to update offers, sync and push all listing information across all of our listed marketplaces.

    1. Listing Management: Update your product list and publish the selected products to sync and push all listing information across all of our listed marketplaces.
    2. Cross Listing: Select your entire product and publish from your warehouse to any/all of our listed marketplace in a few clicks.
    3. Unified Order Processing: Orders from all your channels synced directly with your inventory, warehouse, fulfilment or ERP workflows.

    Service & Support

    The Services module of CRmexa is designed to focus, manage, and track the customer service operations of an organization such as supporting the customers using
    1. incident-based services and
    2. service scheduling.

    Incident-Based Services (Customer Care)

    1. Inbound: Generate support ticket from inbound call, email or other. And assign an employee accordingly for this ticket.
    2. From Website: Customer generate a support ticket from your ownDomain website. It will automatically assigned to a specific support person.
    3. From Mobile App: Customer generate a support ticket from your personalize mobile app. It will automatically assigned to a specific support person.
    4. Work: Do support as per ticket instructions. And record accordingly.
    5. Close: Close tickets as completed.
    6. History: See the customer list with support status. See history from the comment link.

    Schedule Services

    1. Scheduling: Service schedule already designed when you create products.
    2. Ticket generate from server: As per schedule every period automatically generate tickets with assign related support persons.
    3. Work: Do support as per ticket instructions. And record accordingly.
    4. Close: Close tickets when completed. Next schedule service period will automatically set for next support.
    5. History: See the customer list with latest support status with history link.

    Receive, Payment & Banking

    CRmexa organize all of your financial transactions and expense claims. Each time you make a receive, payment or expense claims. Generate real-time reports, several statements and summary

    1. Receive & Payment


    1. Settings

      1. Create list of Chart of Accounts.
      2. Set permission for user for access control of the software.
      3. Set VAT for sales.
      4. Set currency for transactions.
      5. Add bank account and payment card for bank transactions.
      6. Add cash account for cash transactions

    2. Expense Claims

    3. Create expense claims for revenue expense and capital expense with scan or upload supporting documents for future reference.
    4. Periodical repeating expense claim for auto generate expense for different periods.

    5. Receive and Payment

    6. All receipts create from receive voucher with scan or upload supporting documents for future reference.
    7. All payments create from payment voucher with scan or upload supporting documents for future reference.
    8. Receive and payment can create for cheque/card/mobile banking or cash payment

    9. Receivables

    10. Receivables from customers: See one screen customers list for complete view of sales, payment received and receivable (dues) with drill down facility
    11. Receivables from advance given: See one screen list for complete view of advance given, return back and receivable with drill down facility
    12. Receivables from temporary loan given: See one screen customer list for complete view of loan given, recovery and receivable with drill down facility
    13. Advance income tax: See the complete view of advance income tax given, adjustment and balance with drill down facility
    14. Advance sales tax: See the complete view of advance sales tax given, adjustment and balance with drill down facility

    15. Payables

    16. Payables to Vendors: See one screen vendors list for complete view of purchase, paid and payable with drill down facility
    17. Payables for advance received: See one screen list for complete view of advance received, refund and payable with drill down facility
    18. Payables for loan received: See one screen list for complete view of loan received, refund and payable with drill down facility

    2. Banking

    1. Banking - 1. Bank account

      Transactions by bank transfer:

    2. if transactions by bank transfer, account balance will updated in both software and bank. You need to reconcile them.
    3. if do transactions manually

    4. Cheque List: All received and issued cheque, credit card or debit card will see in the Pending List"
    5. Cheque Deposit: Deposit all received cheques as per date
    6. Realized or Dishonoured: Matching online bank statement, realize the deposited cheques if realized other then dishonoured.
    7. Cleared or Bounced: Matching online bank statement, clear the issued cheques if cleared other then bounced.

    8. Banking - 2. Cash/POS Account

    9. Cash Transfer: Cash transfers needs to acceptance from receive users. Before receive users accept they will see the cash transfer and cash withdrawn as pending. Have accept them when received.
    10. Deposit to Bank: Deposit the cash or POS account balance immediately as per your company policy.
    11. Deposit Approve: Deposit to bank need to approve by authorized person.

    12. Banking - 3. Bank Reconciliation

    13. Cheque/Card Transaction Update: Update all pending deposited and issued cheques with bank statement.
    14. Transfers Update: Update all pending cash deposits/transfers with bank statement.
    15. Automatic bank reconciliation: Bank book balance in the software and bank balance in the bank's statement always balanced/reconciled if entries/updates are not pending. So needn't check current balance from bank or from bank statement for issue a cheque.

    HR & Payroll

    CRmexa HR is design to organizing your company employee hiring, staff’s management, employee’s related issues like recruiting, hiring, departments assignments, department’s collaboration salaries generation, performance management, allowances and increments.
    Payroll and overtime functions involve calculate salaries, wages, overtime, deductions and tax from payroll data.

    Talent Acquisition

    1. Create applicants from incoming mail, jobs site or in-house CV drop by applicant and keep track on the database.
    2. Track the history of applicant for invite interview.

    Managing Human Resources

    1. Define employees' salaries and expenses.
    2. Create repeated invoices once for employee salaries.
    3. Auto generate salary invoices every period from repeated invoices.
    4. After generate salary need to analysis and approve the salary statement to pay.
    5. Before pay salary need to analysis and approve the salary statement in every period.
    6. Manage employees' allowances and deductions dynamically.
    7. Define employee categories to assign different Holiday’s rights to different employee groups.
    8. Define contract types and wage types with start and end dates for contracts as well as trial periods.
    9. Attendance automated with approved leave and approved absent.
    10. Track the history of the employees Education, experience, training & performance etc.

    Leave & Holiday Management

    1. Define different leave types.
    2. Employee apply for leave with supporting documents
    3. Settle leave applications with approval or rejection.
    4. Manage leave applications and approvals.
    5. Track previous leave applications.

    Attendances

    1. Attendance from access control device or auto present system which manage by leave application and absent
    2. Manage attendance through leave and holiday plan.
    3. Keep track of differences between movements and attendance.

    Movement and Expenses

    1. Employee claim for daily expense by the movement form.
    2. Employee request for a salary advance.
    3. Approve/Settle claims and request by authorize person.
    4. Track the Conveyance/Expenses with daily movement.

    Payroll Management

    1. Basic, DA, Hra, Conveyance and other configurable deduction and allowance heads including loans, advances, incentives etc.
    2. Bonus calculation and dynamic option to create it’s rule.
    3. Dynamic option for attendance incentive which will add in the salary statement for further analysis.
    4. Dynamic option for absent deduction which will add in the salary statement for further analysis.

    Overtime Management

    Overtime is the time worked beyond an agreed workweek. Overtime can wreak havoc on the operating budget of companies. It therefore needs to be handled with care. To prevent excessive overtime, organizations set an annual or monthly cap on overtime hours. In many of them, a few number of employees makes up for the biggest share of total overtime. Such a disparity should raise a red flag because people who routinely log more hours are candidates for fatigue-related errors.

    Process Activities of Overtime

    1. Overtime Claim: Overtime claim from access control device or Claim for overtime for employees.
    2. Review Claim: Review overtime with timing and overtime rate.
    3. Approve Claim: Approve overtime which will add in the salary statement for further analysis.

    Employee Development

    1. Update the employee development in education, training and other activity
    2. Tack the history of development, managers comment and performance

    KPI

    1. KPI is based on customizable dynamic parameters
    2. Customize the KPI parameters,
    3. The final review and evaluation is done based on KPI

    System, Security and Audit Trail

    1. Data Protection Security is our upmost importance and we are committed to it by having several layers of protection for any personal and financial information that you place with CRmexa.
    2. Access Control All user access rights are in your control. The person that mange the subscriptions and user access right in your company will have control over who has access and what they are able to do. CRmexa customer support will not be able to access your information unless we are invited to help. Please see our privacy policy for further information.
    3. Authentication Access to CRmexa software is through a Company ID, User ID and password.
    4. Data encryption All data that goes between CRmexa and your users are encrypted using industry-standard (Transport Layer Security (TLS). Data that are stored in our servers are always encrypted whether it is at rest, transferring between data centers for backup and redundancy.
    5. Network protection To protect against intrusion, we deploy multiple layers of security controls for access to and within our servers. Firewalls, intrusion protection and network segregation and configured and monitored and maintained according to industry best practice.
    6. Secure data centers All CRmexa servers are located in enterprise-grade hosting facilities that employ robust physical security controls with continuous monitoring and surveillance that only allowed authorised access to the servers. CRmexa maintain separate data redundancy and backup in multiple geographical data centers and servers to minimize the risk of data loss or outages.
    7. Security monitoring CRmexa Security team continuously monitors security systems, event logs, notifications and alerts from all systems to identify and manage threats.


    Audit Trail

    1. Primary Purpose: To establish accountability and responsibility for processed transactions.
    2. Benefits: CRmexa audit trail is a set of documents that validate the transactions you record in your database. Your trail helps track and verify a transaction to its source. ... Each record in an audit trail includes information about what the event was, who created the event, and the day/time the event happened.
    3. Track Users: Track users for all activities, when login, what transactions created, what deleted...

    Interesting our awesome solutions? Click here to get a 30 days trial account for free!

    Support & Contact Centers

    • House - 1/A (level-5), Road - 2
      Sector -3, Uttara, Dhaka-1230
      Bangladesh
      Email: support.dhaka@quickmas.com
    • 67 Willowtree Drive
      Melbourne Victoria 3310
      Australia
      Phone: +74 930 840 477
      Email: support.melbourne@quickmas.com
    • House - 1/A (level-5), Road - 2
      Sector -3, Uttara, Dhaka-1230
      Bangladesh
      Phone: +88 01710-378 106
      Email: support.dhaka@quickmas.com