Features of ePackBook
Enquiry Management
• Easily add & Process Enquiries
• One click survey date & Time update
• Follow ups update & comment
• On Call data update
• Quotation update with comments
Create & Send Quotation
• Multi Design Quotation Format
• Can Send Multi Company Quotation
• Preset Quotation Format
• Customization: easily change layout and content
Client Management
• Unlimited number of Clients
• Clients are stored forever
• Powerful Client Search
• Instant Access to Clients Booking
• view past history
Reminder - Survey Follow Ups
• One Click Update -Time Saving
• Select Date with Time
• Reminder upcoming surveys with time
• Reminder follow ups with last comment
Order Management
- You can handle Approved Shifting Management process in a systematic manner.
- One click status change from enquiry to approved order
- Add shifting date, Truck load, Token amount, Pickup & Drop Address, Consignment No. etc.
Mail Communication
- System generated mails will send to clients
- Unlimited mails to unlimited clients
- Thanks giving mails (after call to client)
- Informatics mails (Survey Date and Time with surveyor Details )
- Informatics mails (booking id with confirmation)
User Friendly Dashboard
- Today follow ups Details
- Today Approved Shifting Details
- Upcoming Survey Details
- Enquiry Progress Details
- Recent Orders Details
- Recent Delivered Orders Details
Process Tracking
- Each enquiry is tracked by calls, mails, status, comments etc.
- End to End process (enquiry to delivered goods)
- Auto Notifications Enabled
Multi Devices
- ePackBook can be used on all available devices.
- Computers – Mobiles – Tabs – Android & App Store
Powerful Reports
- Download Today’s Task
- Download all enquiries, Approved Shiftings, All Customers
- Download Shifting types – Local – Domestic – International
- Duration Specified Reports Download