ACCOUNTS MANAGEMENT

• Expense Insights: Track and Manage Expenditure
• Transparent Billing: Monitor Service Charge Receipts and Status
• Accurate Cost Projections: Estimate Service Charges with Confidence
• Engineer Performance Analytics: Analyze Service Charges Raised Over Time

CALL MANAGEMENT

• Efficient Dispatch: Assign New Calls with Ease
• Track Progress: Real-time Call Status Updates
• Call Chronicles: Comprehensive Call History
• Insightful Reports: Service Call Analytics
• Effortless Communication: Bulk Report Delivery

CUSTOMER MANAGEMENT

• Seamless Onboarding: Register New Customers with Ease
• Visualize Your Customer Network: Map-Based Customer Insights
• Organized Data: Warranty and AMC Customer Segregation
• Streamlined Records: Merge Duplicate Customer Entries
• Data Integrity: Identify and Manage Unique Customers

DATA MANAGEMENT

• Seamless Data Integration: Import CSV, Tally, and XML Files
• Track Your Data Flow: Comprehensive Import History
• Complete Invoice Records: Easily Add Missing Warranty Data

ENGINEER MANAGEMENT

• Real-Time Insights: Track Your Engineers Live
• Effortless Compensation: Engineer Payroll Management
• Measure Excellence: Engineer Performance Metrics
• Empower Your Engineers: Self-Assignment Capabilities
• Connect Locally: Engineer Call Requests for Nearby Customers

FILE MANAGEMENT / OFFICIAL OPTIONS

• Custom Report Settings: Tailor Acknowledgements and Terms
• Seamless Communication: Bulk Email Sending Made Simple
• Management Made Easy: Organize, View, and Delete Files
• Optimized Visuals: Compress Images in Folders with Ease

INHOUSE MANAGEMENT

• Focus: Streamlined Dashboards for In-house and Call Details
• Effortless OEM Operations: Track Product Transfers and Transactions
• Smooth Logistics: Manage Delivery Challans and Delivery Notes with Ease
• Data-Driven Insights: Analytical Reports for In-house Calls and Customer Trends

PRODUCT MANAGEMENT

• Comprehensive Product Catalog: Explore All Product Details
• Simplified Product Management: Merge Variants for Clarity
• Effortless Quoting: Streamline Sales with Reference Prices

PRODUCT / AMC QUOTATIONS

• On-the-Spot Solutions: Engineer-Generated Product Quotations
• Seamless Service Planning: Instant AMC Quotation Generation

RENTAL MANAGEMENT

• Unlock the Magic: Dive into our Rental Product Offerings
• Rent Now, Pay Later: Simplify with Our Payment Options

SALES MANAGEMENT

• Effortless Billing: Explore Product Invoice Details with Ease
• Seamless Ordering: Place Direct Sales Orders for Your Products
• Streamlined Services: Generate Sales Orders After Quotation
• Data Migration Made Easy: Import Your Historical Data

USERS MANAGEMENT

• Tailored Access: Role-Based User Login
• Control: Role-Based Permissions
• Effortless User Control: Add, Edit, and Disable Users

ALERTS

• Warranty Maintenance: Keeping Promises and Products Alike
• Warranty Expiry: If Warranty's Out, Our Support's In
• AMC Maintenance: Where Convenience Meets Reliability
• AMC Expiry: When AMC Ends, Our Commitment Begins

DETAILED DASHBOARD

• Insights at a Glance: Total Call Counts
• Stay Informed: Real-time Business Alerts
• Engineer Workload: Open Calls Breakdown
• Seamless Coordination: Engineer Call Requests and Assignments
• Track Your Success: Monthwise AMC Revenue Report
• Financial Snapshot: Monthwise Service Revenue Analysis

GENERAL AND MASTER SETTINGS

• Brand Identity: Customize Company Profile and Logo
• Tailored Forms: Flexibility to Customize Field Preferences
• Personalized Interface: Choose Themes and Sidebar Layouts
• Custom Report Settings: Tailor Acknowledgements and Terms

INVOICES AND PAYMENTS

• Swift Solutions, Speedy Invoices: That's Our Field Engineer Way.
• Invoices that Bridge the Gap: From Us to You, Instantly.
• Payment Confirmation, Supplier Satisfaction: Remittance Advice.

HELP DESK

The help desk feature in our Easy Profit Customer Relationship Management (CRM) software is a module or tool designed to manage and streamline customer support and service-related interactions. It serves as a central hub for handling customer inquiries, issues, and requests.Customers can also provide their valuable suggestions for improving the software further.

REPORTS

• Unlocking Insights: Service Call Reports That Speak Volumes
• Engineer Performance Reports: Monitoring Engineers, Maximizing Results
• From Data to Decisions: Navigating Site Survey Reports/li>
• Dialing into the Past: Explore Your Call History Journey

SOFTWARE UPDATES

• List of Updtates to our Software is listed on a monthly basis
• Updates introduce new features or improve existing ones.
• We ensure that updates are compatible with the CRM's existing infrastructure,integrations, and hardware.

UPDATES AND ANNOUNCEMENTS

• Stay in the Know: Updates, Announcements, and More
• Track the Past, Plan the Future: Our Broadcast Message History Revealed
• Empower Your Voice: Edit, Enhance, and Enrich Your Broadcasts

USER MANUAL

Easy Profit provides you with a user manual, a concise document that provides instructions and guidance on how to use our CRM software effectively. It offers step-by-step explanations, troubleshooting tips, and important information, enabling users to understand and utilize the product's features and functions efficiently.