Sales Agent Management module for Perfex CRM

Description

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Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MANAGEMENT MODULE (from version 1.3.0) to manage inventory of products.

Brief description

Sales Agent Management Module is your solution for managing your company’s sales agents and their commissions. While sales agents create new customer profiles and keep track of their orders, admins can set commission percentage values for sales agents and view important sales data on their dashboards. Sales agents also have dedicated dashboards. They can review information about their customers, orders placed, commissions accrued, and other statistical data.
This solution has everything you and your sales agent team need to boost your revenue.

Sales Agent Management for Perfex CRM

Sales Agent Management for Perfex CRM


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Module Features

  1. Dashboard
  2. Agents Management
  3. Sales Agent Programs Management
  4. Orders Management
  5. Sales Agent Portal:
    • Dashboard
    • Sales Agent Programs
    • Product Management
    • Customer Management
    • Purchase Management
      • Purchase Order Management
      • Supplier Contract Management
      • Supplier Invoice Management
    • Inventory Management
      • Receiving Voucher Management
      • Dlivery Voucher Management
      • Warehouse Management
      • Inventory History
    • Sales Management
      • Sales Invoice Management
      • Payment Management
    • Tickets Management
    • Reports:
      • Invoices Report
      • Purchase Orders Report
      • Total Income by Sale Invoices
      • Total Expenses by Purchase Orders
    • Settings:
      • General Settings
      • Approval Process
      • Customer Group Management
  6. Integration:

Demo

Sales Agent Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2022-10-01

    Initial version


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