Q. Would system remind me for the Follow up?
Yes, you could set reminder for important follow up, and application would remind you.
Q.Can I capture payment details along with the orders booked?
Yes, you could not only enter the amount but also payment details like Cheque/DD Number, Bank Name etc.
Q. I would like to capture incentive details along with the order?
Yes, incentive details can be captured.
Q. Can I attach document like Quotation/price list etc that is shared with the customer during follow-up?
Yes, you can attach any external document in work/excel/pdf etc and attach this to enquiry.
Q. Can I view enquiry region wise?
Yes, you can view the report and sort or group this by region.
Q. Can I know the source of the enquiry?
Yes, you can capture source of enquiries like Newspaper add, exhibition, walk in etc.
Q. Is it compulsory to take AMC Annual maintenance contract?
No, AMC is not compulsory; however we would strongly recommend going for AMC as with AMC you would get free support and upgrade. Please check for Basic/Standard/Premium AMC type for more details.
Q. Can I use this to maintain other follow up like Payment & AMC?
Yes, you could use this tool for any type of follow up as this would maintain entire follow-up details along with next follow-up details.
Q. Can I try this before buying?
Yes, you could download our Edition from the website and check the features, Trial period would be valid for 50 Enquiry or leads, post that you would not be able to enter any new leads but can view the data entered. you could purchase license and continue using the same data.
Q. Would data entered in trial edition be upgraded to license edition?
Yes, data entered in basic and standard Edition can be upgraded to license edition.
Q. Would trail Edition have limited features as compared to license edition?
No, trial edition would have all the features of license but with data lock (50 entries).
Q. Is there any limit for users I can create in EQMS Basic & standard?
No, There is no limit for number of users or team, you can create as many user or team and enter their respective data.
Q. Can I upload exiting data that is maintained in excel file?
Yes, you can upload existing data, we have excel upload format available for Customer , Product enquiry and parameter.
Q. Can I take a backup of data?
Yes, you can take a backup of the data as per your need and restore the same if needed.
Q. Can I view enquiry assigned and followed by my team?
Yes, as a team owner you would be able to view your team enquiry and follow-up details if you are given required rights.
Q. Can other sales executive view Enquiry of other team member?
No, Sales executive would not be able to view other executive enquiry.
Q.Can I give menu rights?
Yes, you can assign menu /screen rights to profile and this profile can be mapped to login users.
Q. Is this application web based?
No, EQMS is built on client server technology, and would be installed in your network; hence this is more secured in terms of data security as compared with the web biased lead management software.
Q. Do I need to buy client license for every user?
No, you need not buy client license for ever user, client license are only needed if you want to install on additional computer.
Q.Can I export data on excel?
Yes, you can export data in excel for your report & MIS propose, you can create pivots chats as per your need.
Q. Can I give different rights to different users?
Yes, you can create Profiles and assign rights to various screens, this profile can be attached to employee.
Q. Is it necessary to create a new team to see its detail or is there any another way?
No, It is not compulsory to create a team; you can create Adhoc team and give access to manager to view details of their team member.
Q. Can I re-open my closed enquiry?
Yes, you can reopen an enquiry if this is closed this would make the enquiry status open and executive can enter follow-up/Attachment details if needed.
Q. Can I re-assign my enquiry?
Yes, you can re assign the enquiry to another executive, you may need to do this for following reason, if any of the team members leaves the organization or if he/she is shifted to department or moved to different location etc.
Q. Can I schedule next follow up reminder for next week or month or year?
Yes, you can put any date as next follow-up.
Q. Can I maintain sales executive wise incentive?
Yes, you can enter incentive details at the time of closure.
Q.I would like to see enquiry history of particular employee
Yes, you can view history of all enquiry executive wise.
Q. Can I reassign enquiry with follow-up data to new executive if old one quits
Yes, you can use reassign option to assign enquiry to other executive.
Q. Can I view enquiry closure wise Booked/lost/cancelled for the month?
Yes, you can extract report and filter this in excel for any period.
Q. Can I attach bills for the order closed?
Yes, you can have bill also attached as attachment with enquiry follow up screen.
Q. Is there any limitation for Attachment/Link?
No, you can attach as many document as you want.
Q. Can I attach any file, or it supports any particular extension (doc/xls/pdf etc.)
Yes, you can attach any file there is no particular requirement.
Q. Can I attach folder?
No, as of now you can only attach/link file and folder is not supported.
Q. Is there an option to view list of pending enquiry for follow up today?
You, would get enquiry pending for follow in Follow-up screen , you can also see all enquiry that is open by selecting Show All option.
Q.Can I Search Enquiry By Customer Name, Telephone Number, Customer Type or any other information?
Yes, every screen has search option.
Q. Is number maintained for each enquiry?
Yes, System generated a unique number to each enquiry that is entered in the EQMS.
Q.Can I enter multiple product for an enquiry
Yes, in Basic /Standard edition you have multiple products for single enquiry.
Q. My product may differ from my enquiry, can I change this while booking order
Yes, you can maintain 2 set of product list one that you got an enquiry for and one that is finally booked.
Q. Is there any support provided during trial period
Yes, we would be happy to help you during your trial or evaluation period you can drop a mail at info@spinso.com.
Q. For some reason if my computer needs to be formatted how do I restore EQMS
You just need to reinstall the application and restore the back, all your data and attachment (in case of Standard edition) would restore to last backup take state.
Q. Is the license key generated unique for life?
No, License key changes on format of PC, you need to surrender old License and we would issue a new key even if you are not in AMC.
Q. Is there a provision to take Auto backup of data?
No, as of now we do not have this feature but in future we would have this facility on Standard edition where you could define the frequency of auto backup.
Q.I have seen many CRM applications, which are very complicated, how about EQMS?
We have tried our level best to make EQMS as simple & user friendly as possible, we have covered Lead management Process in 3 simple steps i.e. Enquiry . Follow up . Closure
Q. I have to produce monthly /Quarterly MIS report to the Management, would EQMS help me?
Yes, with EQMS you can export required data in Excel and create Charts, pivots table etc for your MIS.
Q. Can I view details of Team or Employee who do not have direct reporting to me?
Yes, you can add team or Employee in Adhoc Team and you would be able to see all the details.
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