Combinations of different modules with BTrail standalone software can make BTrail a dedicated software for your business. Explore below available modules
Premium Modules
Addon Modules
BTRAIL
Accounting and bookkeeping
Transactions entry, Balance sheet, Journal Entry, Chart of accounts, Reconcile, Tax mapping , Reports
Appointment Booking
Schedule appointments to your CRM and schedule also from external forms on multiple websites and manage your Appointments with ease.
Call Log Module
Want to make and receive calls from BTrail CRM. Ability to keep a track record of all the calls made. Create follow up reminders, and even assign call log goals,
Facebook leads integration & synchronization
Sync your Facebook Leads through your page’s forms with BTrail Leads. Connect Facebook Pages with BTrail & keep both of them synced.
HR Management
Human Resources Management module for BTrail CRM, helps companies save time and manage their Human Resources directly inside their dashboard.
Inventory Management module
Track goods across your business’s supply chain. Entire spectrum spanning from order placement with your vendor to order delivery to your customer, & tracking of goods
Multiple channel sales inventory
Manage sales & inventory when your products are sold across multiple online and physical/channel partner’s locations. Track inventory throughout channel partners
Mailbox Module
Web-based client inside BTrail CRM’s admin area, to managing your mails. Allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.
Project Roadmap – Advanced Reporting & Workflow
Project Roadmap module provides you advanced reporting for your BTRail CRM Projects, inside admin area.
Customer Feedback Module
Admin can generate a Form with Questions, which he can share with customers, or even share it on url to get the feedback.
Staff Outsourcing & Resources Booking
It helps companies to outsource their staff members’ time, by providing an efficient way of managing their outsourced resources inside BTRail’s admin interface.
All-in-one Support module
you enable your customers or staff members, to directly contact you through all the available options, straight from their accounts.-Messenger, WhatsApp, Email & others
Sales Commission Program
The total commission earned is dependent on each salesperson’s individual goals and their performance. Your commission structure ties a sales rep’s performance to the amount of money he or she will take home each paycheck.
Purchase Management module
This is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment.
Spreadsheet Online for BTrail CRM
Editor & Save your precious data with spreadsheets. Organize Your Documents. Share your work and consolidate with others. Allow team members to edit the documents remotely and save them directly to Cloud Repository.
Document Management Module
Editor & Save your precious data with spreadsheets. Organize Your Documents. Easy retrieval, Share your work and consolidate with others. Allow team members to edit the documents remotely and save them directly to Cloud Repository.
BTrail E-shop Module
Sell Products & Services with POS support and Inventory Management, Perfex Shop module enables the ability to sell your own Products or Services, through Customers Area, along with a Powerful Reporting and Inventory Management.
Export Customer Details (KYC Compliance)
You can map uploaded client files as KYC and save that details, so you can easily print or download PDF of Client details with their KYC files. This module can be used to map list of services given to client by using Items as a service.
Spreadsheet Online for BTrail CRM
Editor & Save your precious data with spreadsheets. Organize Your Documents. Share your work and consolidate with others. Allow team members to edit the documents remotely and save them directly to Cloud Repository.
Staff Workload for BTrail CRM
Staff Workload Module is a process of distributing work among employees and monitoring people’s utilization over time to keep a healthy balance in terms of the amount of work every team member needs to do.
Customer Loyalty and Memberships
This Module lets you loyalize your customers by rewarding them with points. Customer loyalty is a customer’s willingness to repeatedly return to a company to conduct some type of business due to the delightful and remarkable experiences they have with that brand.
Manufacturing Management module
Control your manufacturing process, prevent stockouts & get the true cost of goods, production planning and materials management. create advance work orders, manufacturers orders, and bills of material
File Sharing module
Upload multiple files, password protected files, URL shortener, Sharing Policy, file permission, file content review, download management, Client Portal:
Web File Manager, Sharing To Company
Aircall.io ® module- Call Center
Transform customer experiences with the IT-approved cloud call center solution for sales and support teams. Display list & details of call, along with comments and tags history
Can play & delete Aircall recordings