Customer relationship management is so important in business that it's usually just called "CRM." EQMS 2012 Lite is a free sales CRM solution optimized for sales executives, especially for individuals and small and microbusinesses. It's a simplified free version of a CRM system that is also available in a range of premium applications. EQMS 2012 Lite helps sales managers track leads, follow-ups, and closures. It keeps contacts current, captures a wide range of information, measures sales performance, analyzes data, and generates reports. Centralized data management makes it easy to find all the information you need.
The EQMS Startup Wizard's Product Details page lets users enter information about their product line, if any, or click Skip to move on to Follow-up Type Details. Clicking Finish opened the main interface, which is plain but efficient and businesslike. The program's file menu entries are a bit different from other programs, but they do a great job of intuitively instructing the user. For instance, the first menu, My, has submenus titled Enquiry/Lead, Follow-up, Closure, and Report, each of which calls up a clearly labeled data entry sheet capturing a wide variety of details. Under the next menu, Master, we found the global settings for Parameter (Walk-in, Seminar, Existing Customer, etc.) and Product Details for editing. Under the Admin menu, we could back up and restore data, including configuring a backup device and path. The Help menu accessed not only the Quick Start guide but also online help, documentation, and more.
We found it very easy to enter, save, and recall a variety of contact and sales data in EQMS 2012 Lite, and it's easy to see how it could make a sales executive's busy life easier, though of course, as with any such software, you have to enter the data, and keep entering it as you do business. The freeware Lite edition has everything most users will need, but EQMS is available in a range of versions that add features and capabilities to suit a wide range of users' needs. This easy-to-use free tool is a great introduction to EQMS that doesn't require a big commitment in time or money.
EQMS Lite is a free sales CRM software to automate and simplify your sales process. Generally businesses starts off with managing leads/enquiries in excel. Managing leads in excel has it own limitation such as - It is time consuming process - Less secured - Collating data is pain. EQMS Lite has been designed simple keeping in mind, the need of small business, to help them organize sales process and accelerate growth. Typically Sales lead management involves 3 important stages, which are covered in EQMS Lite. - Enquiry - Follow-up - Closure Enquiry/Lead You may receive enquiries from various sources such as Newspaper Advertisement, Internet Advertisement, Cold Call. Proper Management of this lead information enables you to analyze and track the product, or source that generate more leads/enquiries. It also helps you to store the customer contact details in an organized way, so that it is easily available whenever needed. Follow-ups Most of the deals are lost to competitors due to less follow-up or over follow-ups. Proper management of follow-up information prevents leads, from going cold. EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up if it is phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done and the next follow-up details. It also provides you the entire history of lead follow-up in a single glance. Closure After series of follow-up the lead is moved to the final stage that is closure. Managing closure details enables you monitor and track the overall sales performance. EQMS Lite lets you track the status of lead/enquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal. Other Features Reports Reports provides complete overview of leads, follow-ups and closure details. The data in report can be exported to excel. Backup and Restore Data EQMS Lite has inbuilt backup and restore feature to safeguard your data. Benefits With EQMS Lite get complete insight of sales performance - Identify hot selling product - Track the channel or source that generate more leads - History of follow-ups - Track the status of leads i.e. booked, lost or cancelled It is a single user application. Ideal for individuals, small and micro business Installation EQMS Lite CRM is windows based app, and hence the data resides on your machine. It does not require any registration Download, Install and Get Started
What's new in this version:
New 2014 Edition Release.