Accelerate and streamline your matrimony business with solid performers Matrimony CRM. It is specially designed for people belonging to matrimony industries. You can maintain entire data of your client and their requirement in CRM and you can get the suitable matches by filtering the client’s data in CRM. You can send save the bio data of a person and photographs in CRM without any hassle.
Followup Reminder Custom Status & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking Integrate with any Source
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Receives enquiries from multiple channels and collect all the enquiries in the CRM directly. You can segregate and filter the enquires with the help of various filters. All incoming enquiries based on predefined rules like candidate personal details, work place, native, salary details professionals of all religion, caste, geography requirements give you a well categorized view within the enquiry management. Also you can add, edit, delete enquiries have generated from various channels. Filter based on name, location contact number status and other criteria can be applied for searching added enquiries.
Clients can be created directly from the enquiry with all the information available for all the profile. Client documents can be uploaded in the particular profile and you can manage the documents related to a profile seamlessly. Multiple contact person for a profile can also be recorded for the reference on the same. You can create matching profile, invoice and purchase orders from the client module. Also you can Add / Update profile (name, date of birth, religion, caste, complexion, Personality, Upload Biodata, etc.), view profile, Search profile by name, contact number and status
You can save the contact numbers of your clients, as well you can save the contact details of your matching profile, can manage alternative contact number for single profile. It will easily help you to find all the details of your profiles. As well as you can view, edit and delete option. The deleted contact can retrieve by using trash.
You can easily manage all the clients for whom you have found the suitable match. This will help you to maintain a detailed portofolio of all closures happened from your side. By using this closures, you can easily shortlist the profiles, here you will get all the closure type and you can add, view, delete the closures.
Matching Profile Management
In this matching profile you will find the all the list of Matching profile like, the clients whose partner preference matches your profile and whose profile matches your partner preference. Here you can easily fine the matching profile
You can send the invoice to a particular matching profile, and Clients. Also convert a proposal to an invoice in one click and send it directly to the Clients. Can create Invoices for the clients. You can also add default bank details in invoice, so that you need not have to enter the details again and again for each customer individually. All the invoices will be recorded in the customer’s profile for future references.
Your vendors can be managed and linked from CRM for a particular customer easily. You can also create vendor category and easily categorize the vendors for quick access. You can also create PO for your vendors from the CRM and manage their payments easily from here. Purchase order status can also be tracked from here.
Agent or employee can able to add new matching enquiries members, View agent listing, Search agents from name. Staff Agent or employee reports based on below criteria’s like how many profiles viewed, profiles sent, meetings scheduled, Total payment collected, Agents report can be filtered based on monthly, weekly and yearly.
Purchase order for the vendors can be created from our CRM and can be kept as a record for your matrimony expense. You can set various layouts and formats by default so that you can use it while creating purchase order. You can also download PDF files in properly formatted format and send it to your vendors.
And Many More...
Easy to Customize
You can change the fields based on your business requirement in the lead field settings. You are free to add a new field or disable an existing field and reorder everything easily.
You can manage the unique data by enabling the contact number or email id as unique in the lead field settings page. You can also disable this function as per your business need.
Whenever you add a dropdown custom field, you can add the same field as a filter as well. You can do this by enabling the field in the list view and filter will be enabled automatically.
You can create your custom lead status based on your business requirement with the option to show the status in the order as per your need. This will be shown in the same order in grid view of the leads.
For every lead you are adding, you can add related files with the lead in an easy way. You can upload an image, document, pdf or any other acceptable formats for easy data access with the option to upload multiple files in one click.
You can select multiple items from the same segment for a individual search and all the data which matches the filter criteria will be displayed in the result. This will be useful in various instances.
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Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.