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, 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 and SMS Features

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

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 User and Login

Unique Feature provided in Toshal CRM is Dealer User and  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 Toshal CRM is sync your gmail account calendar with Toshal CRM Calendar.

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