Customer Relationship Management

eFacto ERP for Manufacturing | Production


Customer Relation Management(CRM) in eFacto ERP Software is a complete CRM solution that automates your sales and marketing processes with a focus on the individual sales representatives. Users get powerful combination of desktop and web application, functionality rich environment. Top level management is able to monitor sales team activities at a glance that ensures even a single lead is not missed out, which leads towards higher revenue generation at minimum cost and maintain cordial relations with customers.


Improves Sales Efficiency

eFacto CRM supports your sales team throughout the entire sales cycle, help them with everything they need to prospects to actual customer. Our years of expertise has produced a CRM software application designed to guide you efficiently through daily actions like scheduling appointments, sending proposals or quotations and sending emails. CRM provides detailed customer history of marketing and sales efforts that allows you to make productive interactions with customers.



eFacto CRM captures comprehensive contact information of customer that keeps everyone in your organization informed. The contact information include multiple contact person, office address, home address, office phone, personal mobile no. office email id as well as personal email id. Contract person’s behavior, likes and dislikes, family detail and important dates like date of birth and marriage anniversary dates are also captured


Lead Tracking

eFacto CRM module of ERP Software provides powerful lead tracking features. Sales focused lead searches by date, source of lead, customer, company, territory and product; help sales representative quickly locate the groups of records. This enables sales representative to quickly act on the sales prospects and meet his sales targets at the early stage.


Customers History

We believe that the leads are not immediately converted into opportunities or sales, sometime it takes may man days or months efforts to convert it. All the communications, visits, obligations efforts made by sales representative are recorded in the CRM on day to day basis. eFacto Customer Relationship Management maintains the customer history and available to authorized users of the company as and when required.


Sales Team Hierarchy

Only sales person is able to view leads generated by him or assigned to him and further follow-ups and reports are also linked to sales person attached with lead. A sales representative is able view only his and his sub ordinates CRM data, like wise a territory manager is able to view his and all the sales representatives reporting to him, similarly company’s sales head is able to view whole data

About BNG Infotech

eFacto is an ERP Software owned by BNG Infotech, which provides ERP software solutions to small and medium businesses. The company specializes in ERP solutions for Manufacturing, Distribution, Transportation, Logistics, Warehousing and Retail domains.
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