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Customer Relationship (CRM)

This Module comprises of Contact Management and Sales Order Processing Management. It is an integrated solution comprising of marketing and sales activities. Organization can act immediately to improve sales, service and marketing effectiveness by using this Module. eresource Sales Management module is all about retaining customers, improving customer loyalty and gaining customer insight. This module also help to you getting your customer order management easier day by day. Whether it is maintaining customer information, quickly creating a quote or migrating them to sales order or being responsive to your customers, we provide you right solution and efficient flow of information.



Sales Lead


Here all details of customer , against sales lead are stored, like lead date, lead name, lead requirement etc.


Sales Enquiry


Here customer enquiries regarding sales are summarized. Enquiry can be either direct or via lead. You can also make General details, Customer details, Item details, Attachments over here.


Sales Enquiry Short Close


Partially sales enquiries against product are closed here.


Sales Enquiry Quotation


Here you can create quotation against sales enquiry including transaction type, transaction number, transaction date, client name etc


Sales Enquiry Cancellation


For cancellation of enquiry, this form is used.


Sales Proforma Invoice


Proforma invoice is used for advance payment against sales order in most cases, & after that it is used for bill.It includes general details, customer details, contact details.


Sales Quotation


Here you can create or update quotation against sales enquiry with all required details


Sales Pending Quotation


Here all pending quotations are summarized. When required then you can make quotation for the enquiry.


Customer Complaint Log


Here all customer complaints against sales of product are stored.