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Pre-Sales CRM

In PrismERP, Presales Management is used to manage and track all early-stage sales activities before converting a lead into a final customer. It helps users organize campaigns, manage opportunities, handle quotations, and analyze potential customers in a structured way.

Users can run and monitor marketing campaigns, capture survey responses, and manage organizational presales data to better understand customer requirements. The module also supports opportunity management, where each potential deal can be tracked through different stages until conversion.

Quotation handling is included to prepare and manage offers for potential customers during the presales stage. Users can also analyze sales potentials to evaluate business opportunities and forecast possible conversions. Overall, the presales module ensures better visibility and control over all pre-sales activities within PrismERP.

Key Features​

  1. Campaign Management
  2. Quotation Management
  3. Survey Management
  4. Organisation Management
  5. Opportunity Management
  6. Potential Analysis
  7. Activity Management