Open source lead management software to manage & track lead status
Catalystk Open source lead management software is a cloud-based software tool for SMB traders and manufacturers to manage leads and automate the sales process. Leads play an important part in the growth of any business organization. Every business aims at increasing the number of potential customers for achieving sales growth. This can be achieved through effective Customer Relationship Management (CRM) by managing and tracking the leads and satisfying their requirements, thereby converting them to potential customers. Catalystk system provides modules for lead management, deal management with followup features integrated into it. Catalystk Open source lead management software is integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk Open source lead management software provides a separate module for deal management to add new deals, thereby increasing sales
Customers are the main source of revenue for any business organization. Therefore, every business organization aims at increasing the customer base and converting them to potential customers. Catalystk is integrated with a "Deals" module for managing potential customers by tracking and monitoring the deals with features such as deal followup, mapping workflow, prioritizing deals, mapping deal state, etc. With such features, Catalystk system helps in closing deals more quickly and easily, thus resulting in sales and business growth.
Open source lead management software features:
- Leads management
- Deals management
- Task management
- Grouping
- Follow Up
- Estimation with tax
- Invoice with tax
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- Profit and Loss
- Excel Uploads
- Excel Download
- Estimation with images
- Estimation grouping products
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Estimation without image
- Revised Quotation
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Sales Projections
- Sales achievements
- Return Received
- HSN Code
- Sales Work Flow
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Automated Sales Order, Invoice mailing system
- Reports
Open source lead management software for generating tax invoices and presenting it to the customer with multiple print formats
An invoice is a legal document that serves as proof of a transaction between a buyer and seller. Once a deal is finalized, an invoice is generated describing the transaction details such as the information about the product or the service rendered, buyer details, seller details, payment details, etc. Catalystk allows generating quotations, proforma invoices, and tax invoices with followup features, product grouping, printing it in multiple formats, mail quotations, mail invoices, etc. In addition to this quotations and invoices can be customized through print settings. Furthermore, multiple reports can also be generated such as lead reports, purchase reports, sales reports, finance reports, etc on a daily and timely basis with excel download.
