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Industry CRM

Build Customer Relationships that last lifetime, achieve operational efficiencies and stay ahead of your competitors

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What is M360 Industry Cloud?
M360 Industry cloud, built on Salesforce, is the pinnacle of building long-lasting Customer Relationship, increasing revenue and reducing costs. It will help you scale up your business exponentially.
Features of M360
Customer Onboarding
Account Management
Beat plan and Field Visit
Quote and Order Management
Inventory and Warehouse
Sample Management
Demand Forecasting
Invoice & Payment tracking
Case and Asset Management
Industry Reports and Dashboards
Trade Offers and Schemes
API ready ERP Integration

Reports and Dashboards

Get real-time insights into your business with AI Enabled and customizable reports & dashboards available anytime.
Pre-built industry ready Reports that can be comprehended easily that saves time and help make data-driven decisions
Condense multiple reports into visual & analytical dashboards to allow decision makers review significant information at a glance
Manufacturing Reports and Dashboards

Customer Onboarding

  • Capture Leads from all Channels along with all relevant details

  • Create Action plan and track customer interaction along with creating follow-up tasks

  • Lead qualification using Scoring to help prioritize top Prospects and convert more deals

Account 360
Capture customer Details
Sales Forecast vs Actuals
Case & Asset Management
Track invoices & Payments
Punch-in orders directly
Manage Contacts
Location Check-in / Check-out
AI Enabled Analytics
Track Order Fulfillment Status
Internal Communication

Beat Plan and Field Visits

Calendar view of all the meetings and visits
Capture meeting discussions right on the app
Automatic approval process from Manager
Optimize your time by pre-planning the day
Mobile app to track progress on the go
Learn more

Quote & Order Management

  • Generate dynamic Quotes with pre-built templates, quote versioning & approval process

  • Raise Sales Order against approved quotes, track availability and generate Delivery Challan

  • Raise Purchase request against Sales Order for products that are not available in the inventory

Inventory & Warehouse Management

Avoid Revenue Loss by avoiding over or under-stocking of inventory. Manage warehouses across geographies and track orders to be fulfilled.

Sample Management

Instantly create Sample request with all the relevant details requested by customers
Track development stage of sample and approval from multiple departments
Track iterations in the sample product

Invoice and Payment Tracking

Raise invoices against Sales Order
Keep a record of receipts and maintain payments received along with all details
Automatic notifications for Due Payments
Integrate with any Payment Gateways

Integrations

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Features of M360
Lead Management
Capture Leads from all Sources & flawless Lead tracking to increase conversion rate and deal size.
Account Management
Single snapshot of your Customers on one platform to get a shared and connected view
Beat plan & Field Visit
Boost distribution and sales with an automated beat plan that is accessible on mobile
Quote and Order
Streamline your quote to order process to gain efficiency, reduce errors and save time
Inventory and Warehouse
Avoid Revenue loss due to over or under stocking, & manage warehouses across geographies
Sample Management
End-to-end lifecycle management of sample development from requirement to approval
Demand Forecasting
Develop data-driven strategies and make informed decisions to stay ahead of the competition
Invoice & Payment tracking
Overcome Cashflow Crunch by gaining visibility into invoices, receipts and payments
Case Resolution
Collate queries from multiple channels and respond to them any time and from anywhere

Enquiry and Lead Management

Receive enquiries from multiple channels | Manage and track leads from all sources and

Account Management and Offers & Schemes

Manage all customer information on one single platform | Provide customized offers to customers

Quote and Order Management

Create dynamic quotes | Punch in orders directly | Manage order fulfilment

Inventory and Warehouse Management

Manage warehouses at multiple locations and track inventory across multiple inventory

Invoice and Bill
Management

Raise Invoices and Track Payment
Manage receipts on one platform

Payment Tracking

Webex integrates seamlessly into 100+
industry-leading apps.

Advance Analytics

Webex integrates seamlessly into 100+
industry-leading apps.
Lead to Order Management

Quote Management

Create, manage, update and track quotes from one single screen.
Dynamic, Quote templates
Track approval process
Maintain multiple quote versions
Save or Email quotes directly
Learn more
visual features

Take your email marketing to the next level.

Create workflows that do the heavy lifting for you. Send out personalized newsletters and promotional emails with absolute ease.

Automated Marketing

Send out emails at scheduled times, automatically.

Mobile friendly emails

Get access to all mobile messaging channels in one place.

Affordable pricing

Only pay for the emails you send, get unlimited subscribers on all plans.

Sample Management

It will help you track stages of sample development, along with getting approval from multiple teams.
Create Sample request
Track sample development stage
Multi-level Approval process
Cost Analysis
feature 5

Integrate with the best tools in the market

Don't waste time switching between multiple tools to manage your email campaigns. Bring them all together.
Sketch let you control who can access each of your collections.
Framer let you control who can access each of your collections.
Figma let you control who can access each of your collections.
Github let you control who can access each of your collections.
feature 6

An all-in-one email marketing platform.

Build strong online communities with advanced marketing tools. Get access to relevant audience data, and accurate reports on performance metrics.
View all sub-features
No credit checks or founder guarantee
Enable two-factor authentication emails
Bring in external data automations.
Sort through contacts based on content preferences.
Send automated activation emails
No coding required

With and Without M360

M360 Industry CRM will help

Without M360

With M360

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