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1. NextTech Limited CRM Proposal
Alam SMC
Software Proposal
Proposal for: Alam SMC
Proposed by : NextTech Limited

2. Live Demo Link: http://accountingdemo.xsellencebdltd.com/
ID: demo
Pass: demo
Why NextTech Limited Business management Important
for your business?
Today software is a must factor for back office to function more effectively and productively.
In the present scenario, ASM is considered to be an inevitable choice, featuring every
business functions like Human Resource, Accounting, Warehouse Management, Customer
Relations Management, Trading and Manufacturing, E-commerce etc.
A trading industry faces several micro and macroeconomic challenges in their trading
business like unpredictable consumer behaviors, demand fluctuations, and changes in
regulations etc.
Trading works on the concept of stocking goods in the warehouse and further selling them to
the potential customers across regions when demand/sale arise.
Therefore a powerful tool for pre-planning the stocks and Inventory is a must, which
inversely get proportional to the profitability and customer satisfaction of the trading
company.
With the implementation of NextTech Limited Odoo ASM in Trading Industry, we can ensure the
following benefits.
A successful trading company will make ceaseless efforts to expand their market
boundaries along with maintaining the present ones. The dynamic market behaviors and
technological revolution are demanding more from an industry to keep up its competency
level.
Accounting Management
User Friendly Interface
Beautiful user interface
A fast and modern user interface your users will love. Based on Google Material Design trend.
Reduce data entry
No need to create invoices manually, print and send them, register bank statements, follow-up
payments... Automate more, save time.
Pay Multiple Invoices
Ability to reconcile a payment with several invoices using a button on the payment form.

3. Easy setup
Simplified initial setup with a configuration progress bar (example: set your initial balances from
one screen).
Mobile
Get an instant access to all accounting features, wherever you are, on tablets or smart phones.
Bank Interfaces
Get your bank statements automatically synced with your bank. Save time with Automated
reconciliation.
Accounts Receivable
Clean customer invoices
Odoo invoices are easy to create, beautiful and full featured. (payment terms, multiple
taxes, discounts, pricelists, ...)
Advanced Payment terms
Support for multiple payments for one invoice, cash discounts, advance invoice, partial
reconciliations.
Draft invoice propositions
Draft invoices are created automatically by Odoo based on sales order, timesheets or
delivery orders.
Accounts Payables
Control supplier bills
Simply register on the forum to post questions and answer existing ones.

4. Employee expenses
From the main container, you can change the background to highlight features.
Forecast expenses
Get a clear forecast of your future bills to pay..
Get Customized Report
Multiple standard reports are available - Profit & Loss, cash flow statements, cash
reports, executive summary and aged payable/receivables, etc. Get standard reports
and chart of accounts available for 80+ countries. Export to Excel and pdf.

5. Sell Faster
Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales
activities. Useful tips and best practices to configure and deploy your CRM.

6. Mobile
Sell on the road with Odoo's mobile user interface, working even if you don't have an internet
connection.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage
your pipeline with drag & drop, etc.
Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the
lead.
Lead Scoring
Define different actions based on lead score and team assignation rules. Decide which total score
deserves to be converted into an opportunity.
Import Leads
Easily import prospects files with Odoo's column matching tool.

7. Online Acquisition
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine
Optimization tool, SEA, form builders, etc.
Live Chat
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads.
Define rules for key countries or pages.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts
automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and
segments.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.

8. Opportunities
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface.
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity
immediately in the opportunity's chatter with predefined actions.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google
calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Inventory
User Friendly Interface

9. Payments

10. Payment methods
Cash, checks, and credit card payment methods are available. New types of
payment methods can be added as well
Credit/Debit cards
All electronic payments are handled by external payment terminals
Currency rounding
Prices and payments can be rounded to the smallest denomination of the currency.
Offline payments
Orders made offline are automatically synchronized when you are reconnected.
Invoicing
Generate and print invoices for your business customers.
Accounting
Payments are directly integrated into Odoo Accounting to make bookkeeping simple
and reliable.
Products

11. Product categories
Organize your products with hierarchical product categories. Order them by popularity
and display different categories in different point of sales
Product Search
Quickly find products by their name, barcode, or description with the built-in search
function.
Units of measure
Sell your products with custom or preset units of measure and update your
stock accordingly.
Multiple barcodes
Tell features the visitor would like to know, not what you'd like to say.
Product variants
Sell different sizes, colors, or configurations of the same product with product variants.
Large product count
Odoo's Point of Sale system is capable of performing at a scale of over
100,000 products.
Device Friendly

12. Our POS can be accessed from any device such
as PC,iPad, Mobile,POS-Mechine etc.
Purchase
Clean & fast
Modern user interface
A fast user interface designed for modern inventory management. Get more work done with
less effort with or without barcode scanners.
Blanket order agreement
Buy goods from a supplier at a negotiated price, on a recurring basis during a specific period of
time.
Purchase tenders
Launch purchase tenders, integrate vendor's answers in the process and compare propositions.
Choose the best offer and send purchase orders easily. Use reporting ton analyse the quality
of your vendors afterwards.

13. Requests for Quotations
Create RFQs for your suppliers
Configure each to product to send out Requests for Quotations to each of your suppliers.
Send requests through the post or by email
Send RfQs by email directly from the app or print and send them by post, all in just one click.
Get offers for multiple items
Send out RfQs for multiple products at the same time.

14. Personalize your message
Add a custom message to your suppliers for each of the RfQs sent.
Automate the process
Save time by setting up rules to automatically send RfQs to your suppliers based on your
stocks levels.
Manage orders
Monitor RfQs and orders
Keep track of the status of your quotes and orders, of the amount of the orders and the expected
delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice

15. Manage incoming products
Keep track of your stock and determine quantity and locations for each batch of items
you receive.
Automate ordering
Set up procurement rules to automatically order the necessary items based on stock
levels, minimum quantities per location or per supplier, sales, or other parameters.
Sales
Sell More Efficiently
Modern User Interface
All the information you need, where you need it with a fast and intuitive user interface
designed for salespeople.
Mobile
Use Odoo's mobile interface to sell on the road. Keep working even without an
internet connection and resynch automatically when you reconnect.
Reduce Data Entry
Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen.
Integrates with the CRM app to manage your sales pipeline from qualification to closing.

16. Create Professional Quotations
Quotation Builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to
help your salespeople work more efficiently.
Quotation Template
Design custom quotation templates in just a few clicks and reuse them to save time.
Upselling
Quotations are optimized to help your company sell more by proposing extra options,
additional products, applying closing triggers, discounts, etc.
Electronic Signature
Sell faster with electronic signatures, allowing your customers to review and sign your
quotations online.

17. Maintain Products & Prices
Product Variants
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Discounts
Apply discounts on any quotation line item and if the discount is visible or hidden.
Product Types
Manage any type of product including services, stockable products, delivery charges,
electronic products, or consumables.

18. Pricelists
Use pricelist rules to compute the correct price based on customer conditions. Easily add one or
more pricelists to individual products depending on each customer's segment, especially
helpful for differentiating vendors. Automatically use the applicable pricelist based on
conditions such as quantity ordered and/or time the product was ordered.
Coupons
Create a custom coupon code for a pricelist and allow your customers to activate their discount
at purchase.
Why Choose NextTech Limited
NextTech Limited only has a limited budget to turn its vision for an application into a reality,
and it only gets one chance to make an unforgettable first impression with users.
That’s why you want a company like NextTech Limited to help you turn that vision into an
irresistible application. Our expertise, resources, and deep commitment to our craft make
us the ideal choice to meet Alam SMC. development needs. We’ll bring the following
strengths to our work for Alam SMC:
● NextTech Limited. works in development sprints so you can see the progress in
real-time and offer feedback – We want to make sure you get exactly what you
want. That’s why we work in short development “sprints.” You’ll be able to see the
progress at the end of each two-week period to offer your feedback and make sure
the product matches your vision.
● NextTech Limited approach balances functionality and design – We hire
designers and developers because we understand the importance of both of those
elements. Our team has a lot of experience in working together to deliver beautiful,

19. functional applications; we’ll make these factors work together for you instead of
forcing you to choose one over the other.
 Whether you are non-tech or well-established software company– we can help you
create software product tailored to your needs within budget and time. Due to our
extensive 5+ year experience, we are able to support you at any phase of your
software development project, from the concept through implementation to the up -
and-running solution, and maintenance.
 You tap into 7+ year experience in our cooperation with various industries.
 You will get on-demand team extension with high-qualified engineers.
 You reduce the cost and time of recruitment.
 You can choose from remote and on-site work models with the full control over the
process.
 All our developers speak English and use the best tech tools (i.e. Skype,
Whatsapp,Hangouts and Slack) in order to stay in touch with our clients every day.
 Transparency is one of the Agile pillars and we are aware that it is essential for our
clients. We make sure that all teams in our company work transparently.
Terms and Conditions
Once project fee is paid in full to NextTech Limited, any elements of text, graphics, photos,
contents, trademarks, or other artwork furnished to NextTech Limited for inclusion in
website are owned by Alam SMC.
NextTech Limited assumes Alam SMC has permission from the rightful owner to use any
code, scripts, data, and reports are provided by Alam SMC for inclusion in its materials,
and will hold harmless, protect, and defend NextTech Limited from any claim or suit arising
from the use of such work.
NextTech Limited retains the right to display graphics and other web content elements as
examples of their work in their portfolio and as content features in other projects.
This agreement becomes effective only when signed by agents of Alam SMC and NextTech
Limited. Regardless of the place of signing of this agreement, Alam SMC agrees that for
purposes of venue.
The agreement contained in this contract constitutes the sole agreement between Alam
SMC. And the NextTech Limited. Regarding all items included in this agreement.
Our Pricing
As we are including all services and our cost will be 45,000 BDT and monthly maintenance
charge will be 3000 BDT.
Payment procedure
After signing the agreement paper to start the work, you have to pay 50% of total amount
and time of delivery you have to pay remaining amount.
Acceptance

20. Your signature below indicates acceptance of this Sells, Purchase & Inventory proposal.
Your initial payment per the terms above will also represent acceptance of this p roposal,
and entrance into a contractual agreement with NextTech Limited.
Mohammad Jayed
Head of Marketing Department
Cell: +880 1926777799, +8802 913 44 55
Email: admin@nexttechltd.com
Signature: ___________________
Date: ____________
Representative: Alam SMC
Signature: ___________________
Date: _____________