Invoices & Renewals
Billing & Renewal
Management
Issue invoices, manage renewals.
Manage Invoice
Client Renewal List
Once the lead is converted into a client, you can raise an invoice which will auto reflect the tagged product and service to that particular client for billing. Keep a track of all your payments, whether received in full or partial, along with a history of all the past invoices which can be downloaded from EVE as and when required. Trigger a reminder in the system for renewals of the clients ahead of time so that there is no skipped billing and payment is recovered on a timely basis.
Payment Tracker
Track Payments
Efficiently
Centralize data management.
Track Your Cash In-flow twodf d
Track payments received and outstanding balances. Set reminders for overdue payments to maintain a healthy cash flow for business continuity. Ensure timely follow-up on outstanding payments to optimize financial management and sustain operational efficiency.
Reports & dashboard
Analytics &
Visualization Tools
Generate reports, visualize
Dashboard Summary
EVE enables you to access and download a wide range of reports, including those on leads, proposals, quotations, payments, clients, sales, customization, and minutes of meetings. Additionally, the FOS Dashboard allows you to track and view targets and achievements. This comprehensive reporting capability empowers you to gain valuable insights into your sales process, client interactions, and overall business performance. With EVE, you can make data-driven decisions, optimize your sales strategies, and enhance your overall efficiency and effectiveness in managing your business operations.
Frequently Asked Questions
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What is the Teams and Target feature?
The Teams and Target feature is a functionality in EVE that allows users to create and manage teams within their organization and set specific targets for these teams to achieve.
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Can I assign targets to my team?
Yes, you can assign targets to your team using the Target feature. Simply select the team you want to assign a target to, set the target amount in Quantity or Rupees.
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Can I modify or update the targets assigned to my team?
Yes, you can modify or update the targets assigned to your team at any time. Simply navigate to the Teams and Target section, select the team whose target you want to modify, and edit the target details accordingly.
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How does the Teams and Target feature help improve team performance?
The Teams and Target feature helps improve team performance by providing a clear goal for teams to work towards, promoting collaboration among team members, and enabling managers to track and analyze team performance effectively.