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EQMS Lite (Free Edition)

By Spinso Free Editors' Rating

Editors' Review

Download.com Staff Jan 8, 2012

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.

Full Specifications

What's new in version 2016.1

  • EQMS Lite 2016 has Single User Free lifetime license.
  • New Interface.

General

Release September 1, 2015
Date Added September 1, 2015
Version 2016.1

Operating Systems

Operating Systems Windows 10, Windows 2003, Windows Vista, Windows, Windows 2000, Windows 8, Windows Server 2008, Windows 7, Windows XP
Additional Requirements None

Popularity

Total Downloads 45,065
Downloads Last Week 0
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Developer's Description

EQMS Lite 2016 is absolutely free for life. No limits. No registration EQMS Lite is a free single user sales CRM software to automate and simplify your sales process. Generally businesses starts off with managing leads/inquiries 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. The 3 important stages of lead management, are covered in EQMS Lite with simplicity.

Enquiry/Lead. You may receive inquiries from various sources such as Newspaper Ads, Internet Ads, Cold Call. Proper Management of this lead information enables you to track product, source that generate most leads also analyze sales performance.Store customer contacts in an organized way, so that it is easily available when required.

Follow-ups. Most of the deals are lost to competitors due to less follow-up or over follow-ups. Managing follow-ups 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, next follow-up details and so on. It also provides you the entire history of lead follow-up in a single glance.

Closure. After series of follow-up lead is moved to the final stage that is closure. Managing closure details enables you monitor & track overall sales performance. EQMS Lite lets you track the status of lead/inquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal.

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. No need to register Download, Install and Get Started.