CXO Dashboard-Complete information in a glance about Monthly Query information, Top selling destination, Monthly Sales & Gross Margin.
Sales Dashboard-360 degree view of Sales target v/s achievement, To Do List is the most important Task. Sales Pipeline and Monthly Sales information.
Finance Dashboard-3D Dashboard to show complete information about fund management flow. Agent and Supplier payment schedule, Overdue, Profit report. Non invoice report etc.
Operation Dashboard-Complete information of operation such as Daily Movement Chart, Driver & Guide Duty Chart, Hotel Booking Report etc.
Email Integration enhances the utility of the product by letting users do direct communication from the CRM.
Email Integration enables auto sending of mail to customers for sending proposals Invoices, etc. User also can directly do email communicate with suppliers of respective queries.
Saves time and effort of user by Auto filling Contact Details of agent and client. User can also use predefined templates by loading from relevant templates instead to drafting them every time from client communication option.
Ability to add Travel Agent / Corporate
Ability to edit / delete existing Travel Agent / Corporate
Ability to define Agent / Corporate Category
Ability to upload other important documents e.g. TAX certificate, Registration certificate etc.
Ability to allocate Sales staff
Ability to view full list of all Travel Agents/Corporates.
Ability to upload data from Excel
Ability to add direct client
Ability to edit / delete existing direct client
Ability to define family code and family mapping
Ability to define Multiple Contact Details and Address, Bank Account Information, etc.
Ability to upload other important documents e.g. Passport, VISA, Address proof etc.
Ability to allocate Sales staff
Ability to view full list of all direct client
Ability to upload data from Excel
Ability to add Supplier
Ability to edit / delete existing Supplier
Ability to add multiple type Suppliers e.g. Hotelier, Sightseeing and Transporter
Ability to define Multiple Contact Details and Address, Bank Account Information, etc.
Ability to upload business agreement
Ability to upload other important documents e.g. Tax certificate, Registration certificate etc.
Ability to view full list of all Suppliers
Ability to upload data from Excel
Selection of Agent / Company / B2C from exiting data OR option to create new record
Option to selection Travel Dates and multiple destination
Option to assign this query to respective operation person
Define priority of each query as: High, Medium & Low
Option to define TAT, Lead Source & Tour Type etc.
Option to capture Additional information at the time of query creation
