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At Hostgreen we are specialized in developing management software CRM vTiger Enterprise facility management machinery. We have extensive experience in such projects as providing solutions to our customers base of installation companies sector.
Among the modules that has this vertical solution we have adapted include:

 

1. Module of Accounts (Customers)
Business records set (Clients) to which we can issue them budgets, orders sales or invoices. Also associated business opportunities to manage them.


2. Workplaces Module
Records the set of workplaces each of the Companies (Customers). Each workplace is a physical address where you can install various Machines / Equipment described in the following modules. As a customer you can have up to N centers Job.

3. Contacts

It is related to an account which is the company for which he works. The contact has email data, phone, specific direction thereof and which can be anything other than Control Account.


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4. Budgets


Records budgets are emitted to each account. Given a budget is composed of N lines of products / services to budget. Every budget can be printed to PDF,
You may be associated with a business opportunity and has a date of issuance thereof. The budgets may go through different states (created, pending, accepted). All budget we can generate from a copy of the Sales Order or a copy of invoice (check it).

5. Module Offers


Offers records the whole machinery that have been prepared for customers. all offer presents one or more machines and can attach to the offer PDF features, PDF has offered each of the machines.

6. Module Albaranes


AWB register the assembly for the outputs of technical interventions in house customers. With these slips or technicians working parts bring the result of the intervention with the different materials used, hours of work and performance. After that within the module we have a utility for automatic invoicing of all deliveries yet billed to customers.

7. Invoices Module


Invoices records set of sales there to Customers (Accounts). All invoices can It is associated with a Quote, Order, or initial Albaran generated from it.

8. Module Management Collections and Payments

 

Collection records all Bill (Effect) marks them as pending and completed after the bank reconciliation. After recording the charges pending Bill this is automatically marked as paid. Since the bill again records, collection is created with the remaining amount of charge remaining for this bill. For payments to suppliers they can be registered in this module, all Invoice purchase vendor is going associating payment records being marked bills paid automatically marked as provider after completion of such payments.



9. Module Suppliers


Records database providers that have to issue orders to purchase them.

10. Purchase Order module / Albaran Purchase / Purchase Invoice


Records the set of Requests for Purchasing, AWB Entry, Purchase Invoices that made to suppliers. Any purchase order is associated with a provider and has a record date. The purchase order has N products / associated services. Inside of purchase order when we made the same can choose as to product price price shopping a special rate. The purchase order is converted to Albaran of Entrance and there at the time it gets to state "received" this causes the Stock of see product increased in the N units of the product on the receipt form.

11. Module Service Contracts


Registration of service maintenance contracts with our customers. These service contracts have a validity period and allows us to control when we give free support or maintenance to our client.

12. Module Installed Equipment


Records of computers that have installed the possible centers of Labor customers. Each team will be able to associate a current maintenance contract thereto.
Each team is identified by its serial number. Within each team have all the interventions history of incidents and working parties related to it.

13. Incidences Module


Record of aftermarket incidents there with customer accounts or contacts.
Given an incident this goes through different states (pending, in progress, resolved). The incidents can be automatically aperturazas in vTiger for email send a customer or by a high from the customer portal module.

14. Module Products / Services


Logs all products and services, with their sales prices, different rates sales, stock available. Services have special products which do not have stock. There is possibility to sort by product family. All products are visible. When budgeting, sales orders, invoices, purchase orders. Each product It has a Stock in the warehouse where is increased by each receipt form and for each Bill of Sale is decremented.

15.- module Precontacts


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Register a database of potential people who can do business with us. To the precontactos can associate them tasks and events business visits or calls within Calendar.


16. Campaigns Module


Records of commercial campaigns that want to manage from the CRM. To a commercial campaign can add N records of contacts, precontactos, or accounts. As fruit of a campaign have M records generated new business opportunities. We can automatically send personalized emails one by one all contacts associated with the campaign and measure the openings of emails that have occurred by contacts.

17. Module Calendar


View on a Google Calendar of all events and dates that occur in the system. Registration of trade visits, birthday contacts, to-dos, maturity opportunities, due invoices, project start, start of activities.

18. Module Tasks / Events


As a contact, pre-contact or account we can create you a log or Event Task that It allows control within the calendar the date of completion of the same, also remains registered and associated within the contact tab.

19. Opportunities Module


Records all those business opportunities detected with accounts or contacts. Once convert the precontact the program gives us the option to create a business opportunity with the account / contact created.

20. Documents Module


Manages documents that may be associated with accounts, contacts, precontactos, opportunities, quotes, invoices and other major modules. It can be structured in this entire document management folders. You can attach these documents in the process send emails from the tool itself.

21. Client Portal module


Portal access for customers of the company. Through a login / password that arrives by email client automatically connects to this website and can work with: the list of budgets that have been issued to him, the list of bills, the list of issues to manage,open a new incident.

 

 

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