Template Category: Business

Manufacturer Customer Relationship Management

Purpose of Using Manufacturer Flow CRM:

It is to streamline and optimize the manufacturer CRM processes specifically within the context of mechanical industries. This type of CRM is designed to address the unique needs and challenges faced by manufacturers, particularly in industries such as mechanical engineering, industrial equipment, and other production-based sectors.

Benefits of Manufacturer CRM:

  • Easy Customer Tracking – Helps keep a list of people who want to buy, sell, or supply products.
  • Fast Sales & Orders – Makes it quick and easy to give prices, send bills, and deliver orders.
  • Stock & Production Check – Shows how much stock is left and what is being made in real-time.
  • Better Customer Help – Keeps track of customer questions, product issues, and warranties.
  • Marketing & Campaign Automation – Runs targeted email, SMS, and digital marketing campaigns.
  • Less Manual Work – Does routine tasks automatically, so people don’t have to do everything themselves.

Module Used In Manufacturer CRM

  • Mech CRM Dashboard
  1. Mech CRM Dashboard Reports:
    • Sales Performance Chart – Shows how many products or services are sold and helps track sales growth.
    • Leads & Customer Tracking Report – Helps see how many new customers are interested and where they come from.
    • Order & Invoice Report – Displays details of completed, pending, or canceled orders and payments.
    • Profit & Expense Report – Helps track money coming in (profit) and money going out (expenses).
    • Marketing Campaign Report – Displays how well email, SMS, and ad campaigns are performing.
    • Inventory & Stock Report – Shows how many products are available and when new stock is needed.
  • Sales Module Component
  1. Leads: A lead is a potential sales opportunity—someone interested in your product or service but not yet qualified. Its purpose is to capture and track early-stage sales interactions before determining if the lead is worth pursuing.
  2. Opportunity: An opportunity is a qualified lead with potential for conversion, linked to specific products or services. It represents a potential deal in the negotiation stage.
  3. Quotes: Quotes are official offers detailing pricing and terms for products or services. They serve to document and send proposals to clients after discussing opportunities.
  4. Orders: An order is a formal customer commitment to purchase products or services, typically after quote approval. It confirms a sale and initiates invoicing and fulfillment.
  5. Invoices: An invoice is a billing document specifying the amount due for goods or services. It is typically generated from an order to collect payment.
  6. Products: Stores details of sold products or services linked to invoices, including pricing and quantities, ensuring accurate sales tracking and financial records. It helps manage product catalogs, pricing, inventory, and reporting for a seamless order-to-invoice process.
  • Customers Module Component
  1. Accounts: Represent businesses or entities you work with, such as customers or partners. They help maintain key data on companies, contacts, and sales activities., partners, or other business entities.
  2. Contacts: Shows key individuals linked to accounts, such as decision-makers or influencers in the sales process. They help track important stakeholders in purchasing decisions.

Discover the Power of Manufacturer CRM Today

From streamlined production tracking to advanced automation and customer management, Manufacturer CRM helps optimize operations and boost efficiency. Book a free demo today to see how Manufacturer CRM can enhance your workflows and drive business success!

Dealer Management System (DMS)

Purpose of Using Dealer Management System:

A Dealer Management System (DMS) is a specialized software that streamlines dealer networks, sales, and customer management. It integrates inventory, sales tracking, service management, and financial reporting into a unified platform for efficiency. It streamlines processes, improves customer satisfaction, and boosts profitability for businesses managing dealer networks.

Benefits of Dealer Mgmt. System:

  • Enhanced Customer Experience – Makes it easier for customers to buy and get help, so they are happier and come back again.
  • Improved Dealer Network Coordination – Helps different dealerships work together better, so everything runs smoothly and without confusion.
  • Optimized Inventory Management – Keeps track of products so dealers always have what customers need and never run out.
  • Better Financial Management – Organizes money, payments, and sales so businesses can make smart financial decisions.
  • Data-Driven Decision Making – Uses facts and numbers to help businesses make the best choices for growth and success.

Module Used In DMS

  • Dashboards Component
  1. Leads Performance Dashboard:
    • Real-time analytics on lead generation → See new customers as soon as they show interest.
    • Tracking leads → Follow each customer from start to finish.
    • Conversions → Know when a customer decides to buy.
    • Data-driven decisions → Use facts and numbers to make smart choices.
    • Optimize sales efficiency → Make selling faster and easier.
    • Maximize revenue → Help the business make more money.
  2. Employee Dashboard:
    • Employee Performance – See how well each employee is working.
    • Attendance Tracking – Check when employees come to work and leave.
    • Task Management – Keep track of what tasks employees are working on.
    • Productivity Metrics – Measure how much work employees get done.
    • Workforce Management – Help managers organize and support employees better.
    • Data-Driven Decision-Making – Use information to make smarter choices about work.
  • Master Module Component
  1. Company Group: A Company Group brings many related companies together so they can work as one team. This helps them stay organized and manage their work better.
    • Purposes–
      • Makes Selling Easier – Helps companies sell products and services faster and more smoothly.
      • Keeps Information Organized – Stores important company details in one place so nothing gets lost.
      • Gives Better Control – Helps businesses see what’s happening in all their companies and make smarter decisions.
  2. Employee Directory: A centralized database stores employee details, roles, and contacts, helping dealership teams work together smoothly.
    • Purposes–
      • Role-Based Access – Different people get different permissions based on their job, so they only see what they need.
      • Improved Communication – Helps everyone share information quickly and easily, so no important messages are missed.
      • Enhanced Service – Makes sure customers get better and faster help, keeping them happy.
  • Employee Management Module Component
  1. Attendance Directory:
    • Centralized Attendance Tracking – Keeps track of when employees come to work, leave, and if they are absent.
    • Workforce Management – Makes sure there are enough workers to do the job well.
    • Payroll Integration – Connects work hours with salary payments so employees get paid correctly.
    • Compliance & Reporting – Saves records to follow rules and help with checking work history.
  2. Leave Directory:
    • Keeps track of employee leaves like vacations, sick days, and absences.
    • Helps plan work schedules so there are always enough people in each department.
    • Makes salary calculations easy by keeping correct leave records.
    • Ensures fairness and clear rules, making employees happy.
  3. Employee Visit Directory:
    • Tracks and records visits – Keeps a log of sales employees’ visits to clients.
    • Improves sales tracking – Helps monitor sales activities and customer interactions.
    • Monitors performance – Provides real-time updates on employee visits.
    • Enhances scheduling – Helps plan better routes and organize meetings efficiently.
  • Deals Management Module Component
  1. Lead Directory:
    • Centralized Lead Management – Keeps all customer requests and sales chances in one place, so nothing gets lost.
    • Lead Tracking & Conversion – Helps businesses follow up with customers and turn their interest into actual sales.
    • Automated Follow-ups – Sends reminders and messages to customers automatically, so they don’t have to wait for a reply.
    • Performance & Data Insights – Shows useful reports and numbers to help businesses make smart decisions.
  2. Quotation Directory:
    • Stores & Manages Quotations – Keeps a record of price offers given to customers when a deal is confirmed.
    • Tracks Sales & Pricing – Helps keep track of sold items, discounts, and prices.
    • Supports Invoicing & Compliance – Makes sure bills are created correctly and follow the rules.
    • Enables Performance Analysis – Helps understand which sales are working well and which need improvement.

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Project Management System (PMS)

Purpose of Using Project Management System:

Project Management Software(PMS), a comprehensive app or tool designed to streamline the project planning, tracking, and reporting. Built for teams of all sizes, this web software enables you to efficiently manage your projects, milestones, organize tasks, track time, and resolve issues—all from a single, intuitive platform.

Benefits Project Management System:

  • Enhanced Team Collaboration – Facilitates seamless communication and coordination among team members.
  • Improved Task Management – Assigns, tracks, and prioritizes tasks for better productivity.
  • Efficient Resource Allocation – Optimizes the use of manpower, time, and budget.
  • Real-Time Progress Tracking – Provides updates on project status, deadlines, and bottlenecks.
  • Automated Workflow & Reminders – Reduces manual effort with task automation and notifications.
  • Centralized Data Storage – Keeps all project-related documents and communications in one place.
  • Risk & Issue Management – Identifies potential risks and enables quick resolution of project issues.
  • Time & Budget Tracking – Helps monitor project costs and timelines to prevent overruns.
  • Better Decision-Making – Offers data-driven insights through reports and analytics.
  • Increased Productivity & Efficiency – Streamlines operations, reduces errors, and ensures smooth execution.

Module Used In Project Management System

PMS Dashboard

  • PMS Analytic Dashboard : This represents visual interface that provides insights and performance metrics related to project management activities. It helps teams and managers track progress, resource utilization, deadlines, and overall project health.

Masters Module Component

  1. Project Group
    • Description: The Project Group Table in a Project Management System (PMS) is used to categorize multiple related projects under a common group. It helps in organizing projects efficiently by grouping them based on department, objective, client, or any other classification. This structure ensures better project tracking and management within an organization.
    • Purpose:
      • Organized Project Management
      • Better Resource Allocation
      • Improved Reporting & Analytics.
      • Enhanced Collaboration
      • Simplified Monitoring
  2. Country
    • Description: The Country Table in a Project Management System (PMS) stores essential information about different countries, including their names, phone codes, country codes, and flag images. This table is useful for managing international projects, client details, user profiles, and global operations.
    • Purpose:
      • Standardized Country Information
      • International Project Support
      • Accurate Contact Management
      • Efficient Data Organization
      • Improved User Experience
  3. State
    • Description: The State Table in a Project Management System (PMS) stores information about different states or provinces within a country. It helps in organizing location-based data for projects, clients, and users, ensuring structured and accurate geographical classification. The table includes a country dropdown field to associate each state with its respective country.
    • Purpose:
      • Efficient Location Management
      • Accurate Address Mapping
      • Seamless Data Filtering
      • International Project Support
      • Standardized Geographic Information
  4. Clients
    • Description: The Client Table in a Project Management System (PMS) stores and manages detailed information about clients, ensuring efficient communication, billing, and project tracking. It includes multiple sections covering general client details, payment terms, tax details, address, and key contacts. This table helps businesses maintain structured client records for seamless project execution and financial management.
    • Purpose:
      • Centralized Client Management
      • Streamlined Billing & Payments
      • Efficient Communication
      • Accurate Address Tracking
      • Improved Business Relationships
  5. Employee Master
    • Description: The Employee Table in a Project Management System (PMS) is designed to store and manage employee details, ensuring efficient workforce tracking, communication, and project assignments. It consists of multiple sections covering general employee data, contact details, and additional employment-related information. This table helps organizations streamline HR management, payroll processing, and internal communication.
    • Purpose:
      • Centralized Employee Management
      • Efficient Communication
      • Project Assignment Tracking
      • Payroll & HR Processing
      • Compliance & Documentation
  6. Department
    • Description: The Department Table in a Project Management System (PMS) is used to store and manage information about different departments within an organization. It helps in structuring teams, assigning tasks efficiently, and categorizing employees based on their expertise. This table ensures clear role distribution and improves project coordination across various departments.
    • Purpose:
      • Organized Workforce Management
      • Efficient Task Allocation
      • Improved Communication
      • Better Resource Planning
      • Enhanced Reporting & Analytics

Project Management Module Component

  1. Projects
    • Description: The Project Table in a Project Management System (PMS) stores and manages detailed information about projects, including project details, tax-related data, and attached documents. The Child table Project Documents helps in tracking project progress, managing financial aspects, and ensuring efficient document handling for smooth execution.
    • Purpose:
      • Centralized Project Tracking
      • Financial & Tax Compliance
      • Improved Collaboration
      • Enhanced Reporting & Monitoring
      • Efficient Document Management
    • In the Project Management menu, you can add projects along with their statuses and track the Owner and Assignee of each project, including milestones, tasks, subtasks, and other important project details. Project issues can be tracked in the Issues Table, which displays their current statuses. Once tasks are completed, users can log their work hours in the Timesheet table.
      • Milestone screen : Ables to add only when a project has been added. This will come as a dropdown in Tasks, Issues and Timesheets tables.
      • Payment Milestone : Ables to add only when a project has been added with type – Fixed Cost. This will keep a record of the payments and their statuses, indicating whether they have been received or not for the milestones.
      • Tasks : Ables to add only when a project has been added. This will appear as a dropdown in Issues and Timesheets tables.
      • Sub Tasks : Ables to add only when a task has been added. This will appear as a dropdown in Issues and Timesheets tables.
      • Project Allocation : Ables to add only when a project has been added. Tracks the percentage of effort allocated to a project for each team member or employee and to avoid over allocation and balance the workload distribution.
  2. Issues
    • Description: The Issues Table in a Project Management System (PMS) is designed to track and manage bugs, errors, or any issues faced during project execution or application development. It helps teams log, monitor, and resolve issues efficiently while maintaining a clear status of each problem reported.
    • Purpose:
      • Centralized Issue Tracking
      • Efficient Bug Resolution
      • Improved Team Collaboration
      • Prioritization & Status Management
      • Enhanced Reporting & Monitoring
  3. Timesheets
    • Description: The Timesheets Table in a Project Management System (PMS) is used to log employees’ daily working hours on specific tasks related to projects, milestones, or reported issues. It helps in tracking work progress, calculating billable hours, and generating payment invoices based on the recorded working days.
    • Purpose:
      • Accurate Work Tracking
      • Transparent Payroll Processing
      • Improved Project Management
      • Billing & Invoice Generation
      • Performance Monitoring
  4. Project Working Days
    • Description: The Project Working Days Table in a Project Management System (PMS) is used by the admin to define the total number of working days for each project on a monthly basis. This data is crucial for payroll calculations, ensuring accurate payment invoices for employees based on their logged work hours.
    • Purpose:
      • Standardized Work Tracking
      • Accurate Payroll Processing
      • Efficient Resource Management
      • Compliance & Policy Adherence
      • Invoice & Billing Calculation
  5. Project Invoice List
    • Description: The Project Invoice Table is an automated system that calculates the project’s billing amount, employee salary expenses, and profitability based on total working days and total hours logged by the employee. This table ensures accurate financial calculations for both employees and project billing, improving transparency and efficiency in payroll and financial management.
    • Purpose:
      • Automated Invoice Generation – Reduces manual calculations by automatically determining billing amounts.
      • Accurate Salary Calculation – Computes employee salary based on total working hours and project days.
      • Billing & Profitability Analysis – Provides insights into project profitability by considering overhead costs.
      • Efficient Payroll Processing – Ensures salaries and project expenses align with recorded work.
      • Transparency & Accountability – Enhances visibility into employee work contribution and project costs.

Experience PMS Today

From seamless project tracking to advanced collaboration and automation features, Project Management System empowers your team to manage projects efficiently and scale operations with ease. Book a free demo today and discover how Project MS can streamline your workflows and drive project success!

Customer Relationship Management (CRM)

Why Choose TableFlowCRM?

TableFlowCRM is a revolutionary No-Code CRM platform designed to empower businesses of all sizes. With unlimited users, zero onboarding costs, and a lifetime subscription, it’s the ultimate solution for your customer relationship management needs. Here’s what sets TableFlowCRM apart:

Key Features:

  • No-Code Flexibility: Intuitive and highly customizable, TableFlowCRM allows you to tailor the platform to fit your unique business requirements—all without writing a single line of code.
  • Custom Reporting: Gain actionable insights with reports that you can customize to meet your business goals.
  • Custom Deals and Sales Pipeline: Streamline your sales processes with deal management tools tailored to your workflow.
  • Marketing Automation: Automate your marketing campaigns to nurture leads and engage customers effortlessly.
  • Custom Third-Party Integrations: Seamlessly integrate TableFlow CRM with your existing tools and systems to ensure a unified workflow.

Default Modules in TableFlowCRM

Masters:

  • Countries: Manage location-based data with ease.
  • Settings: Customize lead sources, industries, currencies, and deal lost reasons to match your business structure.
  • Products or Services: Maintain a detailed catalog of your offerings.
  • Task Types: Organize and categorize tasks for efficient management.

Core CRM Modules:

  • Leads:
    • Centralized entry point for all inquiries with comprehensive details.
    • Convert leads into contacts seamlessly.
  • Contacts:
    • Nurture relationships by managing all lead-converted contacts effectively.
  • Deals:
    • Turn potential leads into deals and track them through a customizable sales pipeline.
  • Companies:
    • Maintain an organized database of your business accounts.
  • Tasks:
    • Manage daily sales activities with streamlined task assignments and tracking.
  • Meetings:
    • Enable sales team members to log arranged meetings, ensuring proper follow-ups.
  • Call Logs:
    • Track sales call activities to monitor and improve performance.
  • Reports:
    • Generate insightful reports to measure performance and make informed decisions.
  • Dashboards:
    • My Dashboard: A personalized overview of CRM metrics, customizable to your preferences.
    • My Tasks: A tailored task view for sales teams to stay organized and focused.

Experience TableFlowCRM Today

From effortless customization to robust reporting and automation capabilities, TableFlow CRM offers everything you need to scale your business. Book a free demo today and see how TableFlow CRM can transform the way you manage your customer relationships!