CRM
Customer management, which involves the process of creating/capturing lead and put it for your reference and you can convert them as your client to start making business with them. customers, opportunities, tasks, projects, and its invoice, estimates, proposal, etc.
In this section · 22 articles
New Project
Overview:The New Project Form in TamilAccounting ERP is designed to help users create and...
Proposal Inquiry
A proposal is a written document sent to a prospective client in order to...
New Proposal
A proposal is a written document sent to a prospective client with the intent...
New Estimate
An Estimate is a crucial business transaction document created to initiate or continue business...
New Project Invoice
A Project Invoice is a specific type of invoice issued for billing a customer...
New Tasks
A task is a crucial component of a larger process or project, typically segmented...
New Leads
A Lead is an individual or organization with an interest in what you are...
New Opportunity
An Opportunity is a qualified prospect who has a high probability of becoming a...
New Email Campaign
An Email Campaign is one email (or a series of email) sent to achieve...
Projects Inquiry
The Projects List in TamilAccounting ERP provides an overview of all ongoing and completed...
Estimates Inquiry
Overview:An Estimate in TamilAccounting ERP is a financial calculation prepared based on judgment, historical...
Project Invoice
The Project Invoice Inquiry page in TamilAccounting ERP allows users to review, filter, and...
Tasks list and Inquiry
Overview:The Tasks List in TamilAccounting ERP provides users with a detailed overview of all...
Leads
A Lead represents an individual or organization that has shown interest in your products...
Opportunities List and Inquiry
An Opportunity in TamilAccounting ERP represents a qualified prospect who has shown a strong...
Project Detailed View
OverviewThe Project View page provides a comprehensive summary of all the key details and...
Proposal Detailed View
OverviewThe Sales Proposal View provides a detailed summary of a sales proposal created for...
Sales Estimate View
OverviewThe Sales Estimate View provides a detailed summary of a sales estimate prepared for...
Project Invoice View
OverviewThe Project Invoice View provides a detailed summary of an invoice generated for a...
Task Detailed View
OverviewThe Task View in the TamilAccounting system provides a comprehensive overview and management interface...
Lead Detailed View
OverviewThe Lead View in TamilAccounting is designed to manage and track potential customers (leads)...
Opportunity View
OverviewThe Opportunity View in TamilAccounting provides a centralized place to manage and track potential...