MNB CRM
Introducing Our Innovative CRM App!
Transforming Business Management: Efficiency | Collaboration | Growth
Unlock the Power of Productivity with Our CRM App!
Are you ready to take your business to the next level? Our CRM app is the key to unlocking your full potential. Its powerful features allow you to streamline your operations, improve customer service, and boost sales.
Elevate Your Business with Our CRM App
Seamless Collaboration: Connect your employees, leads, and clients in a unified platform for effective communication and collaboration.
Boost Efficiency: Automate routine tasks, manage employee attendance and leaves, and generate reports with just a few clicks.
Unparalleled Security: Rest easy knowing your sensitive data is 100% safe and secure under our robust data protection protocols.
Features and Functionalities

Lead Management
● Leads: View and manage a list of all of your leads.
● Appointment: Schedule meetings with leads to learn more about their needs and interests.
● My Clients: View and manage a list of your current clients.
● Quotation: Create and send quotes to leads to close deals.
● Follow-up: Track your follow-up activities with leads and ensure every lead is included.
● Lead allocation: Assign leads to sales reps or teams to ensure they are correctly handled.
● Meetings: Schedule and manage appointments with leads and clients.
● To-do list: Create and manage a to-do list of your lead management tasks.
● Tracking: Track the progress of leads through the sales pipeline and identify areas for improvement.

Project Management

● New Project: A project manager could use the New Project function to create a new project for a new client. The project manager could define the project's scope, such as the type of work that needs to be done and the deliverables that need to be produced. The project manager could also set a timeline for the project and define the budget.

● Invoice: A project manager could use the Invoice function to create and send an invoice to a client for the work done on a project. The invoice would include the project details, the job done, and the money the client owes.

● Revenue: A project manager could use the Revenue function to track the revenue generated from a project. This would include the amount of money that has been billed to the client, as well as the amount of money that has been received from the client.

Financial

Add Allowance:
This function allows users to add new allowances to the CRM system. This can be useful for tracking various allowances, such as travel, meal, and stock allowances.

Allowance Report:
This function allows users to generate a report of all the allowances added to the CRM system. This report can help track employee spending and ensure that allowances are used appropriately.

Official Assets Management

Assets
This section lists all of the assets that the company owns or controls. This could include physical assets, such as buildings and equipment, and intangible assets, such as patents and trademarks.
Allotted Assets
This is important for ensuring that assets are used efficiently and effectively.

HRMS Excellence
● Today presence: This function displays a list of present employees.
● All presence: This function lists all employees' attendance records.
● Leave: This function allows you to manage employee leave requests.
● Salary: This function enables you to manage employee salary information.
Quotation and Communication
Generate Quotes: - Craft professional quotes and proposals - Seamlessly send quotes to clients for review.
Employee-Centric Approach
Attendance Made Easy: - Geolocation-enabled attendance marking - Detailed attendance reports available at a glance
Manage Leaves: - Apply for leave easily - Stay updated with Admin's responses.

Expenses and Data Security
Track Expenses: - Employees can manage and track expenses and access comprehensive expense reports.

MNB SOFT SOLUTION PVT. LTD

Additional Information