In SetXRM Agreement Management System, agreements of sales or agreements of support after sales are tracked on the system.
SetXRM sales and agreement management processes follow each other. After the product was sold, a sales invoice request form, and then order confirmation form (agreement form) is created. If the products which are sold will not be delivered at once, but more than once with parts, these transactions are tracked on the system. The agreement is created by the system after sales, approved by the customer, scanned and entered into the system again.
An agreement of maintenance and support can be signed with not only customers with purchases, but also to customers with services. In these agreements, all details are included such as support amount, support time, support point, whether it will be done at once, warranty periods of products and whether periodic maintenance is necessary.
Agreement module works integrated with call, customer complaints and malfunction modules. It can be momentarily seen when the customer calls whether there are any agreements made with him/her, its scopes, the amount of support, whether paid for agreement etc.
Agreements which are to end after 3 months, 1 months and 1 week is sent to authorities daily via e-mail. With invoice module added to the agreement, SetXRM can create an automatic invoice and send it to customer. If needed, these invoices can be transferred to the commercial program.
If the agreement is done for product rental, the system can create rental conditions, monthly rental amounts and invoicing in line with costs per page automatically. Locations of rental, changes in products, if any, and with which products it is changed can also be tracked on the system. Agreement module can work integrated with vendor module.