Prexa 365

Lead & Opportunity:

• Identify quality leads from a pool of incoming leads and easily manage potential prospects
• Analyze and track key information about leads and nurture cold leads
• Engage closely with leads across multiple touchpoints
• Assign leads to your team based on the locations, departments, and products
• Optimize follow-ups and segregate & streamline the lead flow
• Manage lead life cycle all the way till the creation of quotes

Contact Management:

• Bring all business contacts and accounts in one place and associate key contacts with any of the accounts
• Build and maintain relationships by tracking contact movements from between organizations
• Track all the historical communications with each contact to see a complete picture of all customer conversations
• Keep track of your sales team and define SLA’s for sales cycles
• View your rental and vendor accounts separately

Rental Contracts and Invoice:

• Create rental orders/contracts and associate products to them
• Auto-generate customized, professional-grade invoices to track monthly payments with ease
• Create cyclic billing for orders that are more than a month duration
• Reserve vehicles in advance without having to book the unit right away
• Monitor order trends to make informed decisions and stay ahead of competitors

Asset Management:

• Create comprehensive records of all equipment including details like price, quantity, supplier, date of purchase and maintenance history
• Track every item or batch in your inventory with serial number and batch tracking
• Update inventory quantities automatically whenever equipment is rented or returned
• Keep inventory organized with vital details like price, availability and SKUs