New Craft – Sales ERP & CRM Mobile Application

New Craft required a streamlined digital solution to manage its field sales operations and customer interactions efficiently. To address this need, Aaraa D’zital designed and developed a custom ERP & CRM mobile application tailored specifically for their business workflow.

The mobile application enables sales representatives to manage client visits, prepare estimates on-site, and handle the entire sales process directly from their mobile devices.

Key Features

Sales Visit Tracking – Sales representatives can record and manage customer visits directly from the mobile app.
Estimate Preparation – Create detailed quotations and estimates instantly during client meetings.
Admin Approval Workflow – Estimates require admin approval before being finalized.
Estimate to Invoice Conversion – Approved estimates can be converted into invoices with a single click.
Role-Based Access Control – Different access levels for administrators, sales executives, and staff.
Customer Management – Maintain a centralized database of customer profiles and contact details.
Product & Master Records – Manage product details, categories, and master data efficiently.
Discount Management – Apply discounts and special pricing based on business rules.
Invoice & Billing System – Generate professional invoices directly from the app.
Transportation Tracking – Manage transportation and delivery information for orders.
Real-Time Data Sync – All data is synchronized between sales teams and administrators.
Order History – Access past estimates, invoices, and customer transactions easily.
User Management – Create and manage multiple user accounts with controlled permissions.
Mobile-Friendly Interface – Designed for field sales teams to operate efficiently on mobile devices.
Business Reports – Generate sales and operational reports for better decision-making.

Outcome

The mobile application significantly improves operational efficiency by digitizing the sales workflow, reducing manual paperwork, and enabling real-time coordination between the sales team and management.