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Partum CRM

Best CRM (Customer Relationship Management) Software·partumsoftwares.com

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Partum CRM Software is a solution for managing marketing, sales, and customer service activities in one place. It handles customer enquiries, follow-ups, quotations, and sales processes while organizing customer information. It includes call booking, AMC tracking, service ticket management, and GST sales and purchase handling, along with SMS/WhatsApp integration and a mobile app for field executives.

What it's for

Managing customer enquiries and follow-upsCreating quotations, sales orders, purchase orders, and delivery challansTracking AMC (Annual Maintenance Contract) and service callsBooking and allotting service tickets to executivesRecording GST sales and purchase transactionsGenerating marketing follow-up and enquiry reportsSending birthday/wedding day greetings and reminders via SMS/WhatsAppTracking warranty and AMC expiry

Features 20

  • AMC entry and tracking
  • Birthday/wedding day greetings via SMS/WhatsApp
  • Call booking and allotment
  • Delivery Chalan (DC) and DC Return
  • Executive/Area/Product-wise enquiry and follow-up reports
  • GST sales and purchase handling
  • Mobile application for marketing/service executives
  • Multi company/multi financial year support
  • Multi-user menu-level security rights
  • New enquiry registration and customer follow-up reports
  • Quotation and Voucher management
  • Reports exportable to Excel, PDF, and print
  • Sales Order and Purchase Order management
  • Scheduled auto backup to external drive and cloud
  • Service call history by area/product/executive
  • Service call/ticket booking and auto-allotment to executives
  • Stock adjustment and Accounts
  • Warranty/AMC expiry reports
  • Warranty/AMC/service customer management
  • Welcome letter and address label generation

At a glance

free trial
TypeDesktop app
DeploymentInstalled (local)
LanguagesTamil, English
CompanyPartum Softwares Pvt Ltd · 2009

Integrations

SMSWhatsApp

Pricing

No pricing figures are published; the site invites visitors to request a demo.

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