CRM is what which helps to manage and establish better relationship with your client. Status of every lead/client is managed and provided by this software which make it is easy and comfortable to run a business successfully.
This is the module of RikArena's CRM which helps to manage their clients with entire necessary details like address, contack number even project they are looking for can also be managed. It is quite easy to use and manage with such a user friendly application.
Activity Manager is nothing but a module which simply manages each activities taken against particular client. Along with activity it manages Project lead, activity done by the empployee, start date, end date etc.
Here user is allowed to manage their documents including purpose of that document. User can also have preview of that documents too. It is a kind of locker where you can safely store all kind of documents at one place by associating it with client so you can find their documents easily.
By this module user is allowed to manage and view payment status by their clients. Because of clear view of payment user can easily estimate about the financial status of their business and calculate pending amount from clients.
Here user can generate quotations for their client by selecting desired format. After approving a quotation user can process it and perform activities to the corresponding client.
This is something like Quotation Manager, but it helps to generate invoice for the client. It also contains multiple format user can select their desired format of Invoice to process.
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