Manage Your Daily Operations from User Friendly Dashboard
ePackBook Dashboard is a user friendly interface that helps you to analyze your business economical situation. Easy Navigation to operate ePckBook software. Enquiry Status (New/Under Process/Approved/Cancelled) with information. Track each and every steps of enquiry.
Statistic view of Enquiry
Today Follow ups in No.
Today Shiftings in No.
Approved Enuiries in No.
Today Surveys in No.
Cancelled enquiries in No.
Upcoming Surveys & Follow Ups
Upcoming surveys details – Name, Mobile No., Shifting From, Survey date & Time.
Upcoming Follow Ups – Name, Mobile No., Last communication, Oral Quotations info etc.
Today Shifting & Enquiry Status
Today Shifting – Name, Mobile No., Carrier Vehicles, Shifting From, Shifting To info.
Enquiry Status – New (Name, Mobile No., Shifting From, Shifting To info. ) Under Process (Name, Mobile No., Shifting From, Last Communication, Quotation comment info.)
ePackBook - Enquiry Management - Track enquiries & Go ahead
Easy ways to manage all packers and movers enquiries on single platforms.
1. Easily Add Enquiry: User friendly form to add new enquiries.
2. Quotation Update: One click quotation update in enquiry management module.
3. Follow Ups Update: You can set next follow ups date with time.
4. Client Communication Update: You can update clients communication in comment section in a single click.
5. Automatic Migration: Enquiry will automatic transfer into orders while status changed to approved.
6. Mails to client: A welcome mail with packers and movers company details will send to clients mail id at the time of status changed from new to under process in Enquiry Management Module – ePackBook.
7. Advance Filter Module: Packers can filter all enquiries as per name, shifting from – shifting to, shifting type, shifting status etc.
8. Download Enquiry Reports: You can download reports as per filter results showing in enquiry module.