Managed Custom Process Digitalization and Operations Outsourcing

Our Digitalization platform can be enabled for manging any of these processes in a customized way, CIO HOUSE can provide People, Technology, Reports and recurring Governance Cadence for Operations outsourcing.

Customer List Management  

  • Create and Manage Customers 
  • Import Customers from CSV 
  • Contact Management 
  • Manage Notes 
  • Manage Statements 
  • Manage Customer Invoices 
  • Manage Customer Users 
  • Manage Billing and Shipping Addresss 

Leads Management 

  • Leads List Management 
  • Import Leads from CSV 
  • Kanban Collaboration on Leads 
  • Search Leads 
  • Create and Management Leads 
  • Bulk Export Leads to excel/csv/pdf 
  • Proposals(lead specific) 
  • Tasks (lead specific) 
  • Documents(lead specific) 
  • Reminders(lead specific) 
  • Easy  lead to Customer Conversion 
  • Customer Notifications 
  • Manage Lead Status 
  • Manage Lead Sources 
  • Notes((lead specific) 
  • Activity Log(lead specific) 

Proposal Management 

  • Create Proposals 
  • Auto-sent Proposals  
  • Online Accept & Decline of Proposal  
  • Comments(proposal specific) 
  • Reminders(proposal specific) 
  • Tasks(proposal specific) 
  • Notes((proposal specific) 
  • Proposal Email Tracking-Automatic 
  • Convert Proposal to Estimate 
  • Convert Proposal to Invoice 
  • Search Proposals per Status  
  • Search Proposal Per Agent 

Estimate Management 

  • Create and Manage Estimates 
  • Auto-send Estimates to Customers 
  • Download estimate PDF 
  • Tasks(Estimate specific) 
  • Activity Log (Estimate specific) 
  • Reminder(Estimate specific) 
  • Notes(Estimate specific) 
  • Email Tracking(Estimate specific) 
  • Send Estimate Expiration Reminder 
  • Convert Estimate to Order 
  • View Estimate as Customer 
  • Add Terms Per Estimate 

Order Management 

  • Create and Manage Order 
  • Manage Order Status  
  • View and Download Invocie 
  • Auto-Send Invoice over email  
  • Tasks(order specific) 
  • Activity log (order specific) 
  • Reminders(order specific) 
  • Notes (order specific) 
  • Track emails sent(order specific) 
  • Record Payment(not authorize) 
  • Search Orders per Status 
  • Search Order Per time  
  • Search Order per Agent 
  • View Order Reports 
  • View Invoice over internet 
  • Export Orders in CSV and PDF format 
  • Create Credit notes for order 
  • Manage Product Lists and their prices 

Project Management 

  • Create and Manage one or more projects 
  • Copy  Existing Projects  
  • Send Email Notification per task and Project status update 
  • Manage Permissions on Project  
  • Collbborate with customers  
  • Beautiful project dashboard view 
  • Track Tasks(project specific) 
  • Manage Project members 
  • Manage Project Milestones 
  • Manage Project files 
  • Manage Project Discussions 
  • Project Gantt graphical view 
  • Project specific Tickets  
  • View Project invoices 
  • View Credit notes 
  • View Project Estimates 
  • Export Project Status to PDF 
  • Record Project Expenes 
  • Manage Project Subscriptions 
  • Manage Project notes 
  • Project Document collaboration 
  • Project Activity Log 
  • Collborate on Projects with Customers 
  • View Project as Customer 
  • Share project specific invoices to customers 

Support Management 

  • Create Tickets 
  • Manage Priority  
  • Manage Departments 
  • Management Assignees 
  • Convert Ticket to Task  
  • Add note to tickets 
  • Tag other tickets  
  • Tracks Tasks(speicifc to ticket) 
  • Add Documents specific to ticket 
  • Collaborate with Customer on Tickets list 

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