BTRail comes with admin portal & client portal. Mobile application is also available for clients. Stay connected.
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Projects
welcome to btRAIL
ALL IN ONE BUSINESS
SPECIFIC SOFTWARE
BTRAIL
Admin & Client Portal
Specific Modules
Choose modules, which can help to fulfill your requirement to achieve the goal with streamlining the process
E-Commerce Integration
Make your online shop along with your business operations management on BTRail
Client Mobile App
Let your clients feel ease of business doing with you. Keep their records available for them always. Keep them connected, Build trust. Grow together
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BTrail For Business
Popular
Let’s have a look, how BTRail help following businesses to streamline their
operations to achieve their goals and to improve productivity within the time frame
Chartered Accountant
Manage your association with your client online & get them onboard on this common platform.
Project Management
Manage your projects & tasks online, & coordinate, reporting & follow ups with your team
Manufacturing Industry
Control your manufacturing process, prevent stockouts & get the true cost of goods, production planning and materials management.
BTrail CRM – All in one solution
what is
BTrail CRM is the powerful, web based all in one CRM which covers all verticals of your business. BTrail comes with two online portal- Admin portal and client portal. Android/IOS mobile app also available for clients. Client may be clients, distributors, customers, retailers according to industry you are dealing in. BTrail is a complete software in itself to fulfill all your requirements but it also comes with some addon which may be specific requirement to make BTrail great fit according to your business.
BTrail is best suited CRM for CAs, Sales with distribution, Wholesaler, business consultants, real estate business, or any company. You can choose your customized plan.
What facilities your client can have on client portal, Admin features, addon modules available, customized plans etc.
Features of BTrail CRM software
without Addon modules
BTRAIL
BTrail software in a powerful software in itself. This stand alone software provides best features to fulfill many requirement of any types of business. BTRail comes with may addon modules which makes it specific and dedicated software for a specific type of business. you can see it’s features below along with list of available modules.
CRM
- Dashboard
- Customer, Vendor
- Record Payment, Payment Link,
- Customer Profile, His documents, business notes,
- Business contracts, AMC Record
- Time tracking, Timesheet
- Subscriptions
- Leads, Automatic lead capturing & Categorization
- Knowledge base
- To Do Items, Goal Tracking
- Custom field in user, employee registration
COMMUNICATION
- Different Email Template
- SMS API Integration
- Generate quotation & auto send
- Design invoice format & direct send to client
PROJECT & TASKS
- Dashboard view of projects
- Projects
- Tasks
- Auto project & task assign to employee
- Activity log
- Milestones & Goals
- Activity log
- Task automation & project tracking
- Gantt View
HR & FINANCE
- Customized user role & capabilities
- Different customer groups
- Record expense in different category
- Income vs expense report
- Pending, partially and full paid invoices
- Automatic prepare customer statement
- Employee Directory
- Performance Tracker
- Workflow automation
DOCUMENTS MANAGEMENT
- Client can directly upload document from client portal
- Save document with client profile
- Share documents
AUTOMATION
- Email Integration
- Web to Lead form
- Auto lead capture from email
- Auto capture lead from social media
- Automatic prepare customer statement
- Easy follow up & reporting process
- Auto assign task to employee
- Auto assign generated lead to employee
CUSTOMER SERVICE
- Support ticket system
- Auto assign ticket to employee
- Weekly stats of tickets
Visit list of add on modules to add more functionality according to your business need
BTrail comes with different advance modules, combination of which makes BTrail specific software for different types of business. Visit different modules for different departments
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Clients worldwide +
Awards
Facilities for Clients on mobile App
Without any module
Support:
Customer can Add The ticket
Customer can View the Ticket Reply
Customer can send the ticket Reply to admin
Customer can Send the Attachment to ticket
View all the tickets
Customer can View and Update his company Profile for app
View all Invoices
View Pending and Paid System
Customer can View the Projects
Check the status of Project
Customer can View The proposals
With addon module features on mobile app increase accordingly. To know more visit module page
Clients Feedback
reviews
We don’t have only sales department in our organization, We have customer service department also which is more strong & powerful then any other department. Lets hear, what they say –
Sales & Distribution Head
This CRM is perfect for any type of business involving people. The cloud based computing makes it that much easier to manage clients. Well done!
Import-Export
I would like to convey just how much I appreciate the BTrail and how valuable it is in my day-to-day activities. I have used BTrail for contact and project management my personal finances, calendar activities, as a software/hardware resource management tool, for software license maintenance and many other work related tasks.
Tourist Form France
The private guides were interesting and knowledgeable. We felt that they were more than just guides.
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Anuj Jain
Chartered Accountant