XRM Center - Easy to use, 24x7, demand-chain CRM/ERP SaaS solution tailored for SMB

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XRM On-demand CRM/ERP SaaS

Product/Service Packages

Features Basic CRM/SFA
Package
Quote
Package
Business
Package
Custom/Enterprise
Package

XRM Base Modules

* Accounts Yes Yes Yes Yes
* Contacts Yes Yes Yes Yes
* Activities Yes Yes Yes Yes
* Calendar Yes Yes Yes Yes
* Notes Yes Yes Yes Yes
* My Sites Yes Yes Yes Yes

XRM Marketing Modules

* Compaigns Yes No Yes Yes
* Leads Yes No Yes Yes
* Opportunities Yes No Yes Yes
* Mail Merge Templates Yes No Yes Yes

XRM Sales Modules

* Products No Yes Yes Yes
* Price Book No Yes Yes Yes
* Potentials No Yes Yes Yes
* Sales Quotes No Yes Yes Yes
* Sales Order No Yes Yes Yes
* Sales Invoice No Yes Yes Yes

XRM Inventory Modules

* Inventory No Yes Yes Yes
* No Yes Yes Yes
* Purchase Quotes No Yes Yes Yes
* Purchase Order No Yes Yes Yes
* Purchase Invoice No Yes Yes Yes
* Packaging Slip No Yes Yes Yes

XRM Support Modules

* Trouble Tickets Yes Yes Yes Yes
* FAQ Yes Yes Yes Yes

XRM Reporting Modules

* Reporting Dashboard Yes Yes Yes Yes
* Analytics Yes Yes Yes Yes

XRM System Modules

* Users Yes Yes Yes Yes
* Roles Yes Yes Yes Yes
* Profiles Yes Yes Yes Yes
* Groups Yes Yes Yes Yes
* Custom Fields/Pick List Yes Yes Yes Yes
* Access Control Yes Yes Yes Yes
* Notification Scheduler Yes Yes Yes Yes
* Pick List Yes Yes Yes Yes

XRM Optional Modules

* Custom Features No No No Yes
* Professional Services No No No Yes
  • Marketing
    • Campaigns
    • Opportunities
    • Leads
    • Accounts
    • Contacts
    • Webmail
    • Calendar
    • Notes
  • Sales
    • Leads
    • Potentials
    • Accounts
    • Contacts
    • Quotes
    • Sales Order
    • Invoice
    • Products
    • Price Books
    • Notes
  • Inventory
    • Products
    • Vendors
    • Price Books
    • Purchase Order
    • Sales Orders
    • Quotes
    • Invoices
  • Support
    • Trouble Tickets
    • FAQ
    • Accounts
    • Contacts
    • Products
    • Notes
    • Webmail
  • Analytics
    • Dashboard
    • Reports
  • Tools
    • My Sites
    • Notes
  • Admin Features
    • User management
      • Users/Roles/Profiles/Groups
    • Access Control
      • Sharing Access
      • Field Access
      • Audit Trail
    • Custom fields/picklists
    • Communication Templates Management
      • Email Templates
      • Mail Merge Templates
      • Notification Schedulers
      • Inventory Notification
    • Other Settings
      • Site Announcements
      • Multiple Currencies
      • Inventory Terms and Conditions
      • Taxes Calculations
      • Invoice Number Customization
      • DB and data back up
      • Redundant/Backup Servers


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