THE GEMINI - INDIA
CUSTOMER RELATIONSHIP
MANAGEMENT SYSTEM
PROPOSAL
FOR GLANCE WINDOW
www.thegemini.co.in
HELPING YOU GROW YOUR BUSINESS
As a window and door contractor, it is critically important to nurture your leads and closely manage your sales
pipeline. You depend on a steady stream of jobs, so any missed opportunities means money out of your pocket.
That's where The Gemini India - CRM for Window and Door Contractors comes in. The Gemini India - CRM will
keep your prospects, leads, and customers organized. It will also equip you with key data so you always know
how to focus your sales and marketing activities. Automate your lead and sales management processes with:
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Powerful Scheduling Tools,
To-do Tasks And Reminders,
Automated Triggers,
Simple And Beautiful Proposal Generation,
Integrated Legally Binding Esignatures And Much More!
Your job doesn't stop once you've made the sale. You still have your production to run! That's why we also give
you powerful tools to manage your workers out in the field, your inventory, your invoicing, and your subs. You
will be able to analyze your profits on each job, and even each task on a job, so you know how much money
your making and you can feel confident in your bids.
BUSINESS BENEFITS :
 360° view of customers and dealers.
 Central sales management.
 More professional customer support.
 Major time saving when preparing visits.
 Improved cooperation between the office and sales force.
 Perfect integration into the existing Microsoft infrastructure.
FEATURES :
THE GEMINI INDIA
CRM DEVELOPMENT PLAN
DEVELOPMENT TIME : 3 DAYS
1. ADMIN MODULE
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LOGIN : A login is a set of credentials used to authenticate a user. Most often, these consist of
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USER RIGHTS, BLOCK AND INACTIVE : This section describes how to manage User accounts. User
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EMPLOYEE ENTRY : Employee entry done with the recode name, contact details as well DOB. All
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PRODUCT MASTER : Product Master is a system by which businesses and organizations information
a username and password. They are a security measure designed to prevent unauthorized access to
confidential data. When a login fails (i.e., the username and password combination does not match a
user account), the user is disallowed access.
accounts is used to define user roles, access privileges to functions in Software, ranging from
view-only access to full administration rights. Anyone who wishes to use CRM must have a user
account, and only an authenticated (i.e. logged-in) administrator can add, edit and delete a user.
recode enter with designation and department.
about all the key attributes of their suite of products. .
DEVELOPMENT TIME : 6 DAYS
2. CLIENT MODULE
GENERATE THE LEAD :
Lead generation is the process of generating
consumer interest for a product with the goal of
turning that interest into a sale. Record mention
in the CRM with generated by.
FOLLOW UP THE LEAD :
Reaching out to a lead who has previously
interacted with your product.
LEAD STATUS :
Lead status is used by the salesperson who is in
the process of working with the prospect. As
well status mention with generated/ closed/
ongoing / in pipeline.
DEVELOPMENT TIME : 6 DAYS
2. CLIENT MODULE
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SEND QUOTATION TO THE CLIENT : After finalized the lead send the quotation to the client with
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EDIT AND MODIFY THE QUOTATION : Edit the quotation as per the need.
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APPROVED THE QUOTATION : The quote has been approved by an authorized person. Not Approved –
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REVIEWS AND APPREHENSIONS : After completed the order, customer feedback is information
product details with drawing and teams and conditions with valid up to. The request of a customer
who wants to know more about certain product before they make a purchase.
the authorized person declined the quote.
provided by customers about their experience with a product. Its purpose is to reveal their level of
satisfaction and help product, customer success, and marketing teams understand where there is
room for improvement.
DEVELOPMENT TIME : 7 DAYS
3. VENDOR MODULE
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SEND THE QUOTATION OF DIFFERENT VENDORS :
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RECEIVED QUOTATION :
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PO SEND TO VENDOR :
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DISPATCH TO THE CLIENT:
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RECEIVE THE BILL FORM THE VENDOR :
After the final lead, quotation send to the vendor with drawing.
Receive Quotation of various vendors.
After check all quotation finalize the PO & send to the specific
vendor.
Dispatch the goods after ready the order with transportation,
labor & technician etc.
Final invoice receive form the vendor after finale the PO
DEVELOPMENT TIME : 6 DAYS
4. BILLING MODULE
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GENERATE THE BILL :
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PAYMENT FOLLOW-UP :
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RECEIVE PAYMENT ENTRY :
After Lead finalization and Bill Receive from The
Vendor.
Payment follow-up with Specific time duration As per
the Client Requirement (Through Auto mail and SMS).
Payment receive client against invoice with
cheque/Cash/Online.
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PAYMENT TO THE VENDOR :
Payment done against vendor invoice with
cheque/Cash/Online.
DEVELOPMENT TIME : 8 DAYS
5. MIS MODULE
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PROFIT AND LOSS
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PERFORMANCE ANALYSIS
OF EMPLOYEES
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CLIENT INVOICE STATUS
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VENDOR INVOICE STATUS
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CLIENT REVIEW REPORT
FOR MORE DETAILS
CONTACT US :
Call : +91 9265562676
Email : consultants@thegemini.co.in
Web : www.thegemini.co.in