BPM Features

CRM

Stand Alone

SAAS VPS

SAAS Cloud

Sales Force Automation

YES

YES

YES

Lead Management

YES

YES

YES

Manage Unlimited Leads

YES

YES

YES

Multi Channel Lead Capture

YES

YES

YES

Export/Import Lead Data

YES

YES

YES

Custom Report

YES

YES

YES

Lead Conversion

YES

YES

YES

Opportunity Management

Track Sales and Sales Cycle

YES

YES

YES

Generate Quotes

YES

YES

YES

Custom Reports

YES

YES

YES

Account Management

YES

YES

YES

Track Account Activities

YES

YES

YES

Sales Report

YES

YES

YES

Cross Selling

YES

YES

YES

Document Repository

X

ADD ON

YES

Contact Management

Track All Contact Related Activities

YES

YES

YES

Contact Hierarchy Mapping

YES

YES

YES

Export/Import Contact

YES

YES

YES

Outlook/Zimbra/Google Apps Sync

X

ADD ON

YES

Integrated Email System

X

ADD ON

YES

Marketing Automation

X

X

YES

Campaign Management

 X

X

YES

Manage Company-wide Marketing Campaigns

YES

YES

YES

Track Campaign

YES

YES

YES

Mass Direct Mail Campaign

YES

YES

YES

Email Marketing

X

YES

YES

Integrated Email Campaign

X

YES

YES

List Management

YES

YES

YES

Calendar/Schedule

Complete Company Wide Calendar

YES

YES

YES

Outlook/Zimbra/Google Calendar Sync

 X

ADD ON

YES

Customer Support

Customer Portal

X

ADD ON

YES

Self Service Customer Support Portal

X

ADD ON

YES

Trouble Ticket

X

ADD ON

YES

Knowledgebase

X

ADD ON

YES

Threaded Support Discussion (Ticket)

X

ADD ON

YES

Document Repository

X

ADD ON

YES

Real Time payment

ADD ON

ADD ON

ADD ON

ERP Module

Multi Branch  Operation

YES

YES

YES

Quotation Entry 

YES

YES

YES

Order Entry

YES

YES

YES

Invoice Generation and Tracking

YES

YES

YES

Stock Update

YES

YES

YES

Price Books

YES

YES

YES

Custom Price Level

YES

YES

YES

Packing and Shipping Document

YES

YES

YES

Shipping Integration – FedEx, UPS, DHL

YES

YES

YES

Multi Currency

YES

YES

YES

Credit Note Management

YES

YES

YES

Account Receivable

YES

YES

YES

Payment Trail

YES

YES

YES

Overdue Inquiry

YES

YES

YES

Inventory Control

YES

YES

YES

Real time Inventory Update

YES

YES

YES

Multi Warehouse

YES

YES

YES

Kitting/Assembly Parts feature

YES

YES

YES

Stock Transfer

YES

YES

YES

Complete Purchasing Management

YES

YES

YES

Accounts Payable

YES

YES

YES

Bank Reconciliation and posting to GL

YES

YES

YES

General Ledger

YES

YES

YES

Balance Sheet

YES

YES

YES

Profit & Loss statement

YES

YES

YES

Reversing Journals

YES

YES

YES

Automatic Transaction Posting

YES

YES

YES

Manufacturing  Process

YES

YES

YES

Multi level BOM

YES

YES

YES

Work order Tracking

YES

YES

YES

Work Order Costing

YES

YES

YES

Labour Costing

YES

YES

YES

WEBSITE & ECOMMERCE

CMS Based Website

X

ADD ON

YES

Complete E-commerce

X

ADD ON

ADD ON

Lead Generation

X

ADD ON

YES

Self Service Customer Portal

X

ADD ON

YES

Knowledgebase

X

ADD ON

YES

Mobile Access

X

X

ADD ON

Point of Sales

Web Based POS

X

ADD ON

ADD ON

Multi Location

X

ADD ON

ADD ON

Real Time Payment

X

ADD ON

ADD ON