SetXRM Solutions
Elevator Business Processes Software
From site surveys to quotations, from orders to inspections and production planning, manage all business processes of your elevator company on one platform.
End-to-end process management for elevator companies
Site survey data from your field teams becomes a quotation, and quotations become orders; the inspection stages and production processes of the elevators you sell are tracked in the same system.
Your customers, contacts and locations are kept with all their details in the CRM address book.
- Easy transition from survey to quotation
- Order forms sent to suppliers
- Tracking of inspection labels
- Drag-and-drop production plan
Modules
Elevator software features
Address Book
Keep your customer list with all details in the CRM system and track further information such as contacts and locations.
Site Survey Module
Field teams enter survey information about the site where the elevator will be installed; based on this, you turn surveys into quotations and easily obtain pricing.
Quotation Module
Convert survey data into quotations or create quotations easily from the elevator details you enter, and send them directly to your customer through the system.
Activity, Appointment and Task Module
Follow your employees’ internal activities, external visits and tasks in lists, on the calendar and on the map, with location checks during visits.
CRM Reporting Module
View activity, appointment and sales reports in the system or schedule them to be e-mailed at set intervals; design your own reports in addition to the ready-made ones.
Order Module
Follow the processes after a quotation becomes an order and send order forms to your suppliers for parts you do not have. Automatic order transfer to ERP is available if desired.
Inspection Module
Keep the inspection stages of the elevators you sell in the system, track labels based on inspection results and stay in control of the entire elevator process.
Production Plan
Follow the production processes of your elevators on one screen and easily change the process by drag and drop in the production plan module.
Integrations
Order writing, stock reading, current account, risk limit and balance integrations with ERP (Logo, Mikro, Netsis, SAP, etc.); integration with any application via Rest API.
From survey to quotation, from quotation to order
Your field teams enter survey information about the installation site. This information is turned into a quotation, which is sent directly to the customer through the system.
When the quotation becomes an order, order forms for parts you do not have are sent to the companies defined as suppliers; inspection stages and the production plan are then tracked on the same record.
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A tailored demo of Elevator Business Processes Software
Tell us about your needs and we will configure SetXRM around your business processes together.