The best CRM software for small to large businesses. Get in touch with us to get the best deals in CRM.

1. Website: https://www.salesfundaa.com/
For Enquiries & Support Call: 92-35-35-35-35
About us:
SalesFundaa is a CRM software service for small and large scale business based in Mumbai. It is
a product of Dial N Search Pvt. Ltd. Get customized CRM software and pricing plans from our
expert in-house developers. Software is user friendly, web based, mobile responsive and comes
with 100% data security. The best Customer Relationship Management (CRM) software to help
you track the activities of your clients and prospect clients and thus reduce costs.
Contact us for a free demo.
SalesFundaa CRM - Frequently Asked Questions (FAQs)
Contents
1. Master
• Data Source
• Branch
• Organization Type
• Department
• Industry
• Services
• Manufacturer
• Category
• Product
• Organization Description
• Terms & Conditions
• Tax
• Reason
2. Organization
• Add New
• View Active Only
3. Contacts
• Add New
• Contact Lists
4. Enquiry
• Add New
• Enquiry List

2. • Services Enquiry
• Products Enquiry
5. Reports
• Enquiry Lists
• Services Enquiry
• Products Enquiry
• Enquiry by Lost Reason
• Meetings
• Comments
• Quotations
• Invoices
• Purchase Orders
• Invoices Against C Form
• Invoice Product
• Invoice Services
• Purchase Product
• Purchase Services
• Maintenance List
• Upcoming Maintenance
• Contracts
• Ticket
• Stock
• Payable Tax
• Collection Statement
• Statement
• TDS Dedicated by Customer
6. Employee
• Employee List
• Employee Group
• Add New Employee
7. Settings
• Common SMTP Settings
• SMTP Settings
• Change Password
• Email Campaign
• Quotation Design
• Invoice Design
• Sales Order Design
• General Settings
8. Dashboard

3. ------------------------------------------------------------------------------------------------------------------------
1. Master
• Data Source
Data source means from where you got the info of the lead, for example; from yellow pages, indiamart,
justdial etc.
• Branch
A company/organization can have more than one branch, you can add the branch details here.
A branch name can be added from here. Click on + icon and enter the following details and click save
icon:
Branch Name
Branch Manager
Contact No.
Contact Address
• Organization Type
You can differentiate organization type such as vendor, lead etc. Click + icon and enter the organization
type name and click save
• Department
Different departments in an organization can be added like Sales, IT , HR, etc.
• Industry
Industry types like chemical, plastic, agriculture etc can be added. Click + icon and save.
• Services
You can add service name of different types of service based on warranty, AMC, installation and can
assign a contract type on yearly, monthly and one time from the drop down list and enter rate for each
service.
• Manufacturer
You can add the manufacturer by clicking + icon and then save.
• Category
You can categorise the manufacturer like commercial accessory, smartphones, kitchen equipments etc.
by clicking + icon and then save.
• Product

4. In this section you can add the product details like the product name, category, manufacturer, no. Of
unit, rate etc.
Product details can be entered here. Click + icon and enter the following details:
Category
Manufacturer
Model No.
Item code
Product Name
Unit
Short Description
Rate
Default Tax
Part No.
Reorder Level
Opening Stock
Warranty
and click save
• Organization Description
A organization description is about the company data. Organization description can be added or edited
from here. Click New, enter company name in Subject field and write a description for the company in
the description field.
• Terms & Conditions
Terms & conditions are the general rules by which one must agree to abide in order to use a service.
Add or edit terms & conditions for each company from here. To add terms & conditions for an existing
company click the edit icon(pencil) and enter the contents. To add for a new company click New and in
the subject field enter the company name and in the below field enter the terms & conditions content.
• Tax
Enter tax name name and tax percentage by clicking + icon.
• Reason
Enquiry lost by reason can be entered from here, click + icon and enter the reason why the lead was
not converted into customer.
2. Organization
• Add New

5. In this section you can add organization data (purchaser, vendor etc) like company name, contact
person name, mobile no. Primary email, address and other important details about organization.
How to add Company/Organization details?
Organization → Add New
A new page opens up where you can enter the following details
Contact Person Name
Mobile No.
Email ID
Assigned To
Organization Name
Primary Phone
Secondary Phone
Fax
Primary Email
Secondary Email
Website
CST No.
TIN No.
Industry (sel. from drop down list)
Data Source
Address
Country
State
City/Town
Postal code
Organization Type
Description Type
Nature (i.e Hot, Cold, Mature, & Not Interested; where Hot means lead is very much interested in
buying your product/service, Cold means chances of this lead turning into a customer is less, Mature
means where the lead is converted into a customer and Not Interested means where the lead is not
interested in buying a product/service)
• View Active Only
In this list you can view organization and its details. Here you can select an organization by
clicking on the check box and send them email campaigns, delete the organization, transfer
selected ownership to another employee, import a csv file to upload organization details and
export the selected data to excel sheet.
Organization → View Active Only

6. 3. Contacts
Here you can add details of the contact.
• Add New
Here you can save the following details
Select Organization
Full Name
Mobile No.
Date of Birth
Anniversary Date
Email Id
Designation
You can also attach documents by click and drag options.
• Contact Lists
In this section you can view all the existing contact.
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4. Enquiry
• Add New
Here you can add an enquiry received by entering the following details
Organization/Company Name
Phone No.
Add Notes/Description if any and click Next
Once you click Next, you can differentiate enquiry into Product Enquiry OR Service Enquiry
Click on the respective + icon to add enquiry details and click Save.
• Enquiry List
Here you can view all the enquiries saved and its Nature & current status.
• Service Enquiry
Here you can view all the service enquiry saved and its Nature & current status.
• Products Enquiry
Here you can view all the products enquiry saved and its Nature & current status.
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5. Reports
• Enquiry Lists
Here you can view all the enquiries saved along with their current Status & Nature.
• Services Enquiry
Here you can view all the service enquiries saved along with their current Status & Nature
• Products Enquiry
View all the products enquiries saved along with their current Status & Nature.
Authorised user can update the status of each enquiry to Hot, Cold, Mature OR Not Interested

7. • Enquiry by Lost Reason
All the enquiries which were not converted to sales and its reason can be viewed here.
All the enquiries(lead) does not convert into customer. Reason may be due to non-availability of
product, product/service not as per customer expectation, product or service available at a cheaper
price through your competitor.etc. In this case you can add reason to the enquiry.
How to add Enquiry Lost Reason?
Enquiry → Enquiry List → click on the organization name → select ‘Not Interested’ icon (at right bottom
side of page) → select any one reason from drop down list (see screenshot 2) → Enter the reason in
comment section and click Post.
Lost Reason-Screenshot 1
Lost Reason-Screenshot 2
• Meetings

8. View all the meeting scheduled and their current status
• Comments
View all the comments against each Organisation name
• Quotations
View all the quotation prepared and sent. User can also edit the quotation and email it to concerned
person.
• Purchase Orders
View all the purchase orders. User can also edit the purchase order and email it to concerned person.
How to make a Purchase Order?
Here you can add all the entries for purchases made. All the purchases details can be viewed here.
A purchase order is a written authorization from a buyer to acquire goods or services.
You can also make a purchase order through the following steps:
Click on Organization name[vendor list] (see Purchase order-screenshot 1)→ click on 3 dots on right
hand top and click New Purchase
Select description from drop down list (see Purchase Order-Screenshot 3) and enter the following
details (Purchase Order-Screenshot 4)
Product
Description
Quantity
Unit
Discount Type
Rate
Discount
Tax Name
Tax (%)
Click Save and show details
Purchase order details will be displayed and you can also cancel and edit the order.(Purchase Order-
Screenshot 5)
Purchase Order-Screenshot 1

9. Purchase Order-Screenshot 2
Purchase Order-Screenshot 3

10. Purchase Order-Screenshot 4
Purchase Order-Screenshot 5
• Invoices Against C Form
View all the invoices against C form.
• Invoice Product
View all the product invoice
• Invoice Services
View all service invoice
• Purchase Product
View all the product purchases
• Purchase Services
View all the service purchases
• Maintenance List
View the maintenance against each organization name and their status i.e. Active or Expired.

11. In the below screenshot you can see maintenance list and filter the list to nearest date of maintenance
by clicking Contract End Date.
Maintenance List - Screenshot 1
• Upcoming Maintenance
In this list you can view maintenance of each client. View all the upcoming maintenance against each
organization, filter the list as per maintenance completed and not completed. (see Upcoming
Maintenance - Screenshot 1)
Here you can also assign the maintenance work to an engineer by clicking ‘Assigned Engineer; icon.
(see Upcoming Maintenance - Screenshot 2), a dialog box will open then select the engineer you want
to assign the work. (see Upcoming Maintenance - Screenshot 3)

12. Upcoming Maintenance - Screenshot 1
Upcoming Maintenance - Screenshot 2

13. Upcoming Maintenance - Screenshot 3
• Contracts
View all the active and expired contracts of different services.
You can filter the list from contracts date ending nearest.
• Ticket
View all the complaints raised against product/service and reply as per ticket priority.
How to raise a Ticket(complaint)?
A Ticket is raised when you want to intimate the support team about issues faced while using the
product or service. Once the ticket is raised, the support team is intimated and action is being taken to
resolve the issue. You can raise a ticket by following the below steps:
In Organization window click on 3 dots on top right side of the window. → New Ticket (see Ticket-
screenshot 1)→ click on product or service on which you are having an issue (see Ticket-Screenshot
2)→ Subject (write about the issue in one line) → select billing, sales or support as per department →
click on priority (see Ticket-Screenshot 3) → Write Description (write about the issuea/problem in detail)
-- click Save. Ticket has been raised and is intimated to the support team. (see Ticket-Screenshot 4)
You can also reply on the ticket with the support team. Once you issue is resolved the ticket will be
closed by the support team.
Ticket-Screenshot 1

14. Ticket-Screenshot 2
Ticket-Screenshot 3
Ticket-Screenshot 4

15. How assign a Ticket(complaint) to an employee?
Once a ticket is raised, it should be assigned to an engineer. Multiple tickets can be assigned to one
engineer. In some cases due to complexity of the complaint one ticket can be assigned to more than
one engineer.
Follow the below steps to assign one ticket to an engineer:
Click on Reports --> Ticket --> (see screenshot 5) Select the ticket you want to assign by clicking on the
checkbox --> Click on the ‘assigned engineer’ icon (see screenshot 6) --> a box will open, select the
engineer’s name from the drop down list (see screenshot 7) and click Transfer (see screenshot 8)
Ticket – Screenshot 5

16. Ticket – Screenshot 6
Ticket – Screenshot 7

17. Ticket - Screenshot 8
Similarily, one ticket can be assigned to multiple engineer by selecting one ticket and assigning it to
more than one engineer.
And, multiple tickets can be assigned to one engineer.

18. • Stock***
View the number of stocks available against each product name.
• Payable Tax
• Collection Statement
Here a user can view all the collections from the products/service sold, payment method done, status of
the cheque, invoice no., date of payment done etc.
• Statement
• TDS Dedicated by Customer
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6. Employee
• Employee List
Here you can see employee data of your company. Details like employee id, name, department, contact
details, basic salary etc can be viewed here.
Employee → Employee List → click on + icon and enter the employee details
• Employee group
In an organization there are employees at various levels depending upon their seniority like Level 1,
Level 2 etc. So you can create an employee group.
Click on Employee → Employee Group → click on + icon and enter group name and click Save icon.
• Add a New Employee
No employee stays forever, they come and go. Here new employee detail can be added
Here you can add employee details of your company.
Click on Employee → Add New Employee
Once clicked a new page opens where you can enter the following details of the employee:
Employee ID
Branch (sel. from drop down list)
Department (sel. from drop down list)
First Name
Last Name
Designation
Qualification
Primary Phone
Secondary Phone

19. Date of Birth
Date of Joining
Emergency Contact No
Primary Email
Secondary Email
Basic Salary
Work Experience
Employee Rights Group (sel. from drop down list)
Reports To
Document No.
Address
Password
Country
State
City/Town
Postal code
Once the details are entered click on Save
Login Id and password of the user will be Employee ID and Password entered respectively.
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7. Settings
• Common SMTP Settings/SMTP Settings
SMTP helps in sending out email messages. Here you can configure SMTP settings.
Each user has a different SMTP setting. Setting can be updated through the following way:
Click Common SMTP settings and enter the following details
SMTP Host Name
SMTP Port
Security Type (select SSL, TLS, None)
Required Authentication (select Yes/No)
SMTP User Name (your authorised email id)
SMTP Password
Email From (your authorised email id)
Display Name (The name you want to display)
Reply To email id
• Change Password
Authorised user can change password by putting in old password and entering new password twice.
• Email Campaign

20. Email campaigns are sent to a targeted list of recipients. The message may be of some promotional
offers, invitation for a promotional event, wishing the recipient on special occasions or festivals.
Here you can save the email campaigns by clicking New button.
How to create and send an email campaign?
If you want to send an email to your client for example wishing anniversary, birthday, festivals or
sending a promotional email or any other communication, you can save these sort of email campaigns
by going to
Settings → Email Campaign → click on new → Enter the Subject and description of the email campaign
and click on Save. (see the below screenshot)
Email Campaign – Screenshot 1
You can send the saved email campaign through the following
Organization → View Active Only → click on organization name you want to send the email → click
Send Mail icon (see Email Campaign-screenshot 2) → select saved campaign from drop down list →
click on Send Mail.
Email Campaign – Screenshot 2

21. How to send same email campaign to multiple clients?
You also have the option to send email campaigns to more than one clients through the following way:
Organization → View Active Only → Select the checkbox next to organization name you want to send
the email → click Send Mail icon → select saved campaign from drop down list (see Email Campaign-
Screenshot 3)→ click on Send Mail → click Yes to send the mail. ( see Email Campaign-Screenshot 4)
Email Campaign – Screenshot 3
Email Campaign – Screenshot 4

22. • Quotation Design
Quotation is a formal statement setting out the estimated cost for a particular job or service.
You can design a quotation by drag and drop options here.
How to prepare a Quotation for a Lead?
Quotation can be sent on the request of a lead or beforehand.
To prepare a quotation follow these steps:
Enquiry → Enquiry List → click on the on the organization name that you want to send a quotation
Quotation-Screenshot 1
Click Create Quotation (see Quotation-Screenshot 1) button and make sure the following details are
filled:

23. Quotation-Screenshot 2
Select Contact Person
Quotation Date
Valid Till (quotation will be valid upto this date)
Enter detailed description of the quotation and click Next
Here there can be two scenario, either the lead has enquired about Product or Services. So for
example, the lead has enquired about a product then click on + icon and enter the following details:
Quotation-Screenshot 3
Product (select your product enquired by lead)
Description (of the product)
Quantity
Unit
Discount Type (select from percentage or amount)
Discount

24. Rate
Tax Name
Tax (%)
Once you entered the above details, click Save and show details
Quotation-Screenshot 4
You can also edit the quotation from here (see quotation screenshot-4) and send it to the lead by
clicking on email icon.
• Invoice Design
An invoice is a commercial document that itemizes a transaction between a buyer and a seller.
In this option you can design invoice.
Here a user can design an invoice.
How to create a New Invoice?
You can create an invoice through the following method. Go to,
Organization → View Active Only → click on the 3 dots on top right (see screenshot 1)→ click on New
Invoice
Invoice-Screenshot 1

25. Invoice-Screenshot 2
Once clicked the above screen (screenshot 2) will open where you have to fill the following details:
Contact Person Name
Invoice Date
Due Date
Select description from drop down list OR enter your new description
Click Next
Click Products or Services and make sure all the following details are filled up
In case of Products: (see Invoice- Screenshot 3)
Product
Description
Quantity
Unit
Discount Type
Rate

26. Discount
Tax Name
Tax(%)
Click Save and Show Details
In case of Services
Service
Quantity
Rate
Unit
Discount Type
Discount
Tax Name
Tax (%)
Click Save and Show Details
Invoice-Screenshot 4

27. As show in the above screenshot you can...
• Edit the saved Invoice by clicking Edit icon or Edit this Invoice button.
• Update the status of the invoice by tagging them as Paid, Unpaid, Cancel.
• Update the payment received mode by clicking Receive Payment option. Once you click the
button, three options i.e. Receive Payment By NEFT, by Cheque & by Cash will be shown. Click
on the correct option and update the payment details and click Save.
• Sales Order Design
Sales Order is an order issued by a business or sole trader to a customer.
In this option you can design sales order invoice.
• General Settings
In this option you can can set the limit for Minimum ticket reply, service tax, Swachh Bharat Cess and
Krushi Kalyan Cess
How to check and enable Login details of a contact?
You can enable and view the login details like Login ID, primary email of a contact.
Click on a contact Name → Login Details (last option on left hand side)
Once clicked you can view the Login details and Primary email for the contact and you also have the
authority to enable and disable login for the contact.
How to transfer ownership of an enquiry?
Transfer of ownership here means assigning the lead to some other employee which is currently
assigned to you.
You can transfer the ownership of the lead/enquiry to other employee. For that follow these steps:
In Organization click ‘view active only’ --> select the organization you want to transfer ownership -->
click on Transfer selected ownership --> Select the employee to which you want to transfer ownership
--> click Transfer --> click Yes. ( see the below screenshots)
Ownership Transfer – Screenshot 1

28. Ownership Transfer – Screenshot 2
Ownership Transfer – Screenshot 3

29. 8. Dashboard
Here you can view all the summary of the important activities like enquiry status, upcoming
reminders, invoice overviews, overdues reminder, stock, purchase overviews, complaint status,
comment count (see screenshot below)