Orchid Customer Relationship Management software system allows businesses to manage business relationships and the data and information associated with them. With CRM, you can store customer and prospect contact information, accounts, leads and sales opportunities in one central location, ideally in the cloud, so the information is accessible by many, in real time.
Orchid CRM Automate activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all information you need, directly on the opportunity: page viewed, mail received. It gives you a real-time overview to know exactly how you perform compared to your monthly targets. Organize your work based on your scheduled next actions. Real-time messaging to get a quick overview of what’s going on in your team and You can See when a colleague logs a call or send a quote.
Orchid’s Sales Module helps you to send clear and complete quotations to your prospects. Provision to add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks. Easley converts quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature. The orchid’s contract management helps you to Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities.
Clean quotations( professionally showcase your product and services)
Order and contract sorting (Automate operations and focus on customer relationships and revenue)
Get your bank statements synced with your bank automatically, or import files.
Create sharp and professional invoices, manage recurring billings, and easily track payments.
Manage Bills & Expenses
Control supplier invoices and get a clear forecast of your future bills to pay.
Save time and automate 95% of reconciliation with our smart reconciliation tool.
Leads, Opportunities, Calls, Quotations, Sales Order, Invoicing, Sales Teams, Targets & Forecasts
RFQ, Orders, Approval, Logistics, Invoice, Landed Costs, Goods Receipts, Put away, Picking, Delivery
Enquiry, Estimate, Costing, Contracts, Mobilization, Tasks & Milestones, Budget control, Variations
Property, Lease, Sales, Tenant, Buyer, Agent, Payments, Reminders, Maintenance & Utilities
Multi – Company, Multi – Currency, Configurable COA structure, Credit Control, Bank Facilities
Submit Expense Claims for online Approvals and reimbursement, interfaced with Finance & Payroll
Contracts, Salary Rules, Leaves, Time Sheets, Gratuity, Provisions, WPS, Employee KPIs, Self Service
Publish Job Positions, Receive CVs, Schedule interview, Approve & Confirm Employment
Multi-outlet, Online/Offline modes, Payment types, Pricing, Promotions, Discount rules
Sales Route Accounting, Journey Plan, Record field Sales, Visits, Collections, Merchandising info
Publish Products, Pricing, Promotions, Manage Shopping Cart, Content, Payment Gateway, Orders
Manage events, including conferences, meetings, seminars, training and webinars
Material Requirement Plan, Purchase Planning, Forecast based on company consumption
Asset Category, Depreciation, Automatic JVs, Assets by Location, Department, Custodian
Linked to Assets, assign Driver, Record Odometer reading, fuel, maintenance expenses, trips
Make to Order or Make to Stock, Bill of Material, By-Products, Work centers, Production Costing
Real time Dashboards, Multi – dimensional, graphical reports, On mobiles and tablets
Inbox for employees, email integration, Calendar, Group messaging, tasks assignment, to-do list
Scan, attach documents to modules and forms, easy document search via multiple views
Social Enterprise, Knowledge Management, Access for B2B users and Web stores customers