12/20/2021

iCanopus Technology
RAVIRAJ PRADIP JADHAV
 PROCRM

PROCRM (Business Edition) is cloud based software which is specially developed for
Sales & Service based companies to manage their whole business.

Here you can find BUSINESS EDITION features

Below portals will be available in software,

ADMIN PORTAL

Dashboard:-

There are multiple types of Graphs and Tables to understand the current status of
Work flow,

Project Management
 Co-coordinator Wise graph.
 Category Wise graph.
 Status Wise graph.

Call Management
 Call Status wise Graph
 Service Type Wise graph.
 Pending Calls Table

AMC Management

 AMC Expiry Reminders

 Top 5 AMC Customer

Repairing Management

 Pending for Repairing

 Pending for Third party (Service Center) outward.

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 Pending for Third party (Service Center) inward.

 Pending for Customer Outward.
 Pending for Stand By Inward

Leads Management

 Status wise Leads

 Coordinator wise Leads
 Source Wise Leads

Accounting Management

 Total Invoice
 Balance Receivables
 Total Purchase
 Balance Payables
 Total Employee Amount
 Employee Balance Payable
 Top 5 customers Sale
 Top 5 Items Sales
 Invoice Type wise sale
 Company Revenue
 Item Group Wise Sale
 Top 5 Employee and Company Profit

Payroll Management

 Paid and Unpaid Status Wise Graph

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Leads Management:-
 Leads Entry with multiple types, Sale, Service, AMC and Rental.
 Multiple option to mention lead source and its details
 Leads allocation to groups and individual Coordinator.
 Update with next follow-ups.
 Different leads track as per leads type.
 Super easy leads tracking
 Get current lead status with any info.

Pricing Management:-
 Get a list of items price from respective vendors.
 Allocation to group and coordinator.
 Easy pricing management.

Quotations:-
 You can generate multiple quotations like; Sales, Service, AMC and Rental.
 Generate the Quotation in minimum time with saved items subject and terms &
conditions.
 You can create and send quotations through email from software itself.
 Quotations approval status so that we will get only approved customer data.
 You can set the quotation validity.
 Auto GST calculation Exclusive and Inclusive.
 Discount calculation on amount and percentage value.
 Terms & Conditions Master so that you can preset the Terms & conditions for
quotations.
 Multiple templates of quotation reports.

Accounting Management:-

Purchase Order

 Generate Purchase order with its minimum information and in minimum time.
 You can send this order to supplier to finalize purchase item.
 You can generate reports item wise, supplier wise.

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Customer Purchase Order

 You can add customer purchase order and can create invoice in minimum time.
 Option to add multiple Purchase Orders like; Sales, Service, AMC and Rental.

Purchase

 Can make entry in purchase entry in a second on purchase order.

 Can also mention information about your indirect expenses.
 Easy and auto GST calculation.
 Option to categorize item
 You can generate reports item wise, supplier wise.

Purchase Return

 Easy purchase return on purchase reference.

 You can generate reports item wise, supplier wise.

Invoice (Sale, Service, AMC & Rental)

 Generate separate invoices for Sale, Service, AMC & Rental Single and double entry
receipt against invoice.
 If you are generating invoice on Customer Purchase Order you can take only selected
Items and can keep some items in pending state to add new invoice. ,
 Send invoice and its information to customer by Email & SMS in just one click.
 Multiple invoice templates.
 Auto Billing for AMC & Rental on due date.
 Invoice Track to get all invoices details
 Option to apply TCS tax.

Customer Outstanding

 Get the complete customer outstanding's.

 Get separate page for each customer.
 Easy identify balance amount.
 You can export supplier balance in Excel and PDF

Supplier Outstanding

 Get the complete supplier outstanding's.

 Get separate page for each supplier.
 Easy identify balance amount.
 You can export Supplier balance in Excel and PDF

Ledger Book

 Get the all ledger transactions on single page

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 With reference and Without Reference to get more information about ledgers
transaction.

Profit & Loss

 Profit & loss report with all correct information.

Balance sheet

 Balance-Sheet report with all correct information.

Payroll Management:-
Daily SWAP-IN and SWAP-OUT with user current location to consider his attendance.

Leaves Management

 You can manage Leaves like; Employee Sick leaves, Casual Leaves etc.
 You can set the leaves for each employee and also customize for individual.
 Less Balance Leaves alerts will get to the employee in reminder so that he can take less
leaves.

Holidays Master

 You can manage holidays and weekly offs.

 Attendance will as per holidays and leaves.
 Option to add multiple weeks-off in week.

Loans Master

 You can manage employee’s loans.

 Option to assign loans to specific employee.
 Interest Rate management.

Salary Components

 You can create multiple components and also link with existing ledgers.
 Option to create earning and deduction components.

Salary Advances:-

 You can manage Employee advances with easy operation.

 Easy procedure for Employees advances returns.

Employee Attendance:-

 Easy attendance data management.

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 You can track each entry location.

 Auto Holidays and Leaves allocation.
 Easy calculation of Total Hours and Extra Hours.

Employee Fix Salary:-

 You can fix the employee each salary.

 This will help you to generate salary slip immediately.

Salary Slip:-

 You can calculate total and per day amounts with single selection.
 Auto Attendance Calculation.
 Auto Loan Calculation
 Auto Leaves and holidays Calculation.
 Auto Half Day calculation.
 Auto Advances calculation.
 Easy to generate salary slip.
 Option to send salary slip on email to engineer.
 Multiple templates of salary slip print.

Rental Management:-
 You can generate Rental agreement contract on Customer Purchase Order with all
predefined Terms & Conditions.
 You can generate Agreement MONTHLY, QUARTERLY, SEMIANNUALLY,
ANNUALLY.
 There are options for billing period like MONTHLY, QUARTERLY, SEMIANNUALLY And
ANNUALLY.
 You can create Preventive Maintenance plan for the selected agreement period.
 Option to edit and update Terms & conditions at the time of agreement.
 Option to generate PM call automatically.
 You can renew agreement instantly.
 Generate invoice instantly in one click.
 Rental Item integration with Call Management.
 Preventive Maintenance integration with Call Management.
 Option to attach finalized and signed agreement copy in software.
 Rental Billing and PM track to show Pending and Completed PM and Billing.
 Option to Hold Rental Invoice and Rental PM.
 Rental Asset option to add Rental pricing for Quarterly, Semiannually, Annually.

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Call Management:-
 Engineers can make their daily entries to keep records of their completed tasks.
 There is option to book a call in minimum time from web, Android and customer portal
and from customer email.
 Email and SMS will get fired to same area engineer to acknowledge the call.
 You can book a call in minimum time from web, Android and customer portal.
 Assign the Call to group and individuals
 Engineers will get Pending call notification through email.
 Generate call and assign to Engineer.
 You can set Service Type “On call Chargeable Basis Calls, AMC, Preventive
Maintenance, Warranty Calls, Rental and Free Calls”. Also you can add multiple service
types from Service Type Master.
 You can generate Invoice and send to customer while resolving calls.
 Option to mention Kilometer and transport to get every call transport details.
 You can add your expenses for every visit.
 You can send call report to customer by email from software itself with one click.
 You can track the available cash and cheque with engineers.
 ENGINEERS CARRYING MATERIALS (OUTWARD & INWARD)
 Customer review option where customer can give 1 to 5 star and feedback to engineer.

AMC Management:-
 You can generate AMC contract agreement with all the Terms & Conditions.
 Generate Agreement COMPREHENSIVE, FULL COMPREHENSIVE, PART
COMPREHENSIVE, and NON-COMPREHENSIVE with exclusive material.
 You can generate Agreement MONTHLY, QUARTERLY, SEMIANNUALLY,
ANNUALLY.
 There are options for billing period like MONTHLY, QUARTERLY, SEMIANNUALLY And
ANNUALLY.
 You can create Preventive Maintenance plan for the selected agreement period.
 Option to edit and update Terms & conditions at the time of agreement.
 Option to change AMC Invoice Generation date in setting.
 Software will self-generate invoice and will send it to customer.
 Option to generate PM call automatically.
 Customers and Owners will get a notification of AMC expiration by email.
 You can renew agreement instantly.
 Generate invoice instantly in one click.
 Provision to enter Customers AMC Asset information.
 AMC Asset integration with call management.

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 Preventive Maintenance integration with call management.

 Option to attach finalized agreement copy in software.
 AMC BILLING and PM track to show Pending and Completed PM and Billing.
 Option to Hold AMC Invoice and AMC PM.
 AMC Asset option to add Customer Items which is added in AMC Contract.

Repairing Management:-
Repairing Inward:-

 Inward material in minimum time with predefined info.

 Inward material from with material details and photos.
 You can mention inward by Employee or Customer or Courier.
 You can give material received receipt to customer and also can send email.
 You can generate the report Employee wise and customer wise.

Item Repairing:-

 Can assign material repairing task to group and individual engineer also.
 Can mention changed material with its charges and Service charges.
 You can send charges quotation to customer to intimate him.
 If material not repaired then you can send to third party for repairing.

Third Party Inward:-

 Inward material from third party with current status.

 If not repaired then can send it to another third party vendor for repairing.
 You can mention inward by Employee or Customer or Courier.
 You Can also make third party payment entry from here.

Material Outward:-

 Outward material to send to customer.

 Delivery Challan with item information.
 You can mention outward by Employee or Customer or Courier.
 You can generate invoice against this repaired item from here.

Item Track

 You will get whole repairing management track on single page

 Super easy tracking
 You can track your repairing item with its any information you have.
 You can get its current repairing status. Like; whether it’s pending at Repairing or Third
party or outward or at customer.
 Easy to find any information related to item.

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Stand-By Management:-
Stand by Outward:-

 Outward material in minimum time with predefined info.

 Integrated with call entry to get the proper information and reason of items.
 You can mention outward by Employee or Customer or Courier.
 You can give material sent receipt to customer and also can send email.
 You can generate the report Employee wise and customer wise.

Stand by Inward:-

 Inward material in minimum time with predefined info.

 Inward material from with material details and photos.
 You can mention inward by Employee or Customer or Courier.
 You can give material received receipt to customer and also can send email.
 You can generate the report Employee wise and customer wise.

Repairing Flow features:-

 Single page to track your repairing, replacement or warranty items.

 Received items flow in two way, Please find below.
 Service Inward Repairing Section Customer Outward
 Service Inward Repairing Section OR Third Party Outward (Service Center) Third
Party Inward Customer Outward
 You can manage inward by and outward by items by Employee, Customer and Courier
in all inward and outward flow.
 Very easy and understandable flow.
 All the flow is interlinked with each other on the basis of Item condition.
 Easily find items current update by searching any information like; Item name, Item serial
number, customer Name, Call id and many more.
 We have option where you can keep your assets information
 You can manage your Stand by item and can easily find items current location.

Advances:-
 Complete Secured Business Solution for IT Service providers
 Application will be accessible from anywhere and from any device.
 Easy operation
 Engineers tracking (You can track engineer’s current location with their location history)
 No print required (Go Green). You can export data in PDF and Excel.
 Customers Portal on your own website.

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 Email and SMS notifications to Customers, Users and owner for all transactions.
Complete automations for all transactions.
 15 days free without restrictions.
 Separate Number management for Leads entry, Call entry, AMC Agreement, Invoice
(Sale, Service, AMC & Rental), Quotation and Many more.
 Email & SMS Configuration to send email and SMS.
 User permission for all events like new, update, print, searches for all forms.
 You can manage your data branch wise.
 Email and SMS option for all required transactions.
 You can customize your own Email and SMS content.

Android Application

Call Management

 Android application will be installed on user mobile.

 You can manage Call raise, update and resolved.
 You can take customer sign after resolving call.
 There is option for Swap-IN and Swap-OUT to get employee attendance.
 User can get notification of pending calls and new calls.

Customer Portal

 You can give customer portal on your website.

 You can show your company information and company logo on customer portal.
 You can share your news and offers to customer portal.
 Also you can show your advertisement on Customer portal.

Call Management

 Customer can generate call from their portal.

 They can update and resolved call from there.

AMC Management

 AMC Agreement report will get customer to know information agreement.

Account Management

 Customer can download their invoices from table

 Customer will get all invoices like; Sale, Service, AMC and Rental Invoices.

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Quotations

 Customer will get generated quotations.

 Customer can approve quotations from their portal.

There are many other features available…….

Please check more features and each edition comparison

and pricing in below link…
[Link]

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iCanopus Technology
+91-7720072478/9702816438
sales@[Link]
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