Toshal CRM

01. Key Features

  • Multi Branch
  • Multi Location
  • Multi Currency
  • Multi User System
  • User Wise Rights Access
  • Supporting Document Attachment

02.Connectivity

  • Web SMS Integration
  • WhatsApp Integration
  • E-mail Integration

03.Technical

  • NET C# Application
  • Cloud Enabled Centralize Database
  • SQL Server Database
  • Windows Base Software (Support All Major Windows OS & Including Win-10)

CRM

CRM for each industry with the unique features in TOSHAL CRM

Customer and contact management

To add, View and edit and maintain the customer detail records for each of the customer.

KYC [Know Your Customer]

Feature of KYC for uploading all government documents.

Lead process integrated with whatsapp ans sms features

Manage your Lead process in a very easy and systematic way, which is integrated with Whatsapp and SMS Features.

Quotation

An important part of CRM is to give the Quotation. Feature of Attaching and making Quote directly from CRM

Work Order From Quotation or Enquiry

 

A feature of making Work Order from Quotation or directly from your Enquiry. Work Order is also defined as Proforma Invoice.

Dealer login

Unique Feature provided in ToshalCRM is Dealer's Login.

Dealer lead and process

Dealer can add Leads from their side and can be seen and tracked by us.

Activity management

Toshal CRM is intergrated with Calendar, Tasks, calls and Meetings. One can schedule their meetings and tasks to get daily updated with work.

Activity Reminder with email and Popup.

All activities are integrated with reminder system through mail and popup feature.

 

Google calender sync

Exclusive feature in ToshalCRM is sync your gmail account calendar with ToshalCRM Calendar.

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