How it’s work?

Step

Step 1 : CRM Free Trial Account

Step 1 : CRM Free Trial Account
  • Create Account from this URL https://www.crmcallservices.com/subscription/ or click to free sign up button.
  • First Screen: In this screen you have to enter basic information and  submit. An email will go the user  with activated link.
  • Second Screen: Select the package as you want. You have to apply this package after free trial expire.
  • Thank you screen: Thank you screen appear after select the package and an email will go to the user with selected package information .

Step 2 : Activate Account

Step 2 : Activate Account
  • Open your email
  • Click to activated link
  • After click on activated link. Your account is activated.

Step 3 : Login to your account.

Step 3 : Login to your account.
  • Open this URL https://www.crmcallservices.com/crmvalidation/  to Enter Company Code which is sent in your email.
  • After enter the Company Code the next screen will appear to Enter Email id and password.
  • Click to Login button to enter dashboard.

Step 4 : Dashboard

Step 4 : Dashboard
  • You can see dashboard after successfully login.
  • Left menu navigation which you can manage all the CRM functionality.
  • There is summary of the calls/complain in the middle of the screen.

Step 5 : Manage Customer

Step 5 : Manage Customer
  • Click to customer navigation to manage customer
  • There is two tab in the middle of the screen Customer List and Add Customer
  • In customer navigation , there is customer category and other data related to customer can manage

Step 6 : Manage Equipment

Step 6 : Manage Equipment
  • Click to Equipment navigation to manage Equipment
  • Admin User can manage Dealer, Equipment Category, Model, Brand from Equipment Navigation

Step 7 : Manage Call

Step 7 : Manage Call
  • Click to Call navigation to manage Call
  • There is two tab in the middle of the screen Call and Add Call to create call of the customer
  • Admin user can manage all status of call like Unattended calls, Accepted calls etc.

Step 8 : Manage Field Service Report

Step 8 : Manage Field Service Report
  • Click to Field Service Report navigation
  • All Field Service Report  listing here to view/edit FSR.

Step 9 : Manage Dealer

Step 9 : Manage Dealer
  • Click to Dealer navigation to manage Dealer
  • There is two tab in the middle of the screen Dealer List and Add Dealer to Dealer
  • Admin user can also created Dealer Category in Dealer navigation

Step 10 : Manage Employee

Step 10 : Manage Employee
  • Click to Employee navigation to manage Employee
  • There is two tab in the middle of the screen Employee List and Add Employee to Add new employee

Step 11 : Manage Attendance and Leave

Step 11 : Manage Attendance and Leave
  • Click to Attendance navigation to manage Attendance and HR functionality
  • Admin user can also manage Leave list, Holiday calendar and and Leave status from Attendance navigation

Step 12 : General Setting

Step 12 : General Setting
  • Click to General Setting to manage General Setting
  • Admin user can manage State, city, working area, system information etc from General setting navigation

Step 13 : Manage Subscription

Step 13 : Manage Subscription
  • Click to Manage Subscription to manage Manage Subscription
  • Admin user can subscription plan and profile images
  • Admin user can view the bill history

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