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Customers and Leads

Sales Pipeline Management

Manage the lifecycle of all your customer leads and opportunities from inception to close to post-sales support and maintenance. Utilize the pipeline for resource and financial planning purposes.

Contact and Customer Relationship Management 

An 360° view of all of your customers and contacts—including full history of quotes, orders, payments, interactions, and information from other integrated applications in one location.

Products and Catalogs

Catalog Management

Manage your customers' shopping experience and define products, services, pricing, and promotions. Fully customize catalog categories as well as product and service specifications. Create public, vertical-specific, or customer-specific catalogs.

Product Information Management

With Kloudville’s PIM you can diversify the list of products with custom attributes, specifications, along with images, and video descriptions to help streamline the viewing process for your prospects.

Product Lifecycle Management

Plan ahead with Kloudville’s PLM to define when products are to be introduced, orderable, and discontinued.  Your stock levels in your warehouse can be tracked with Kloudville’s inventory management system, which is seamlessly intregrated with PLM solution, along with any suppliers you might employ.

Product Types

Sell products, services, variety (e.g. different sizes and colors), bundles, and configurable products (custom products). Supports mandatory and optional charges and add-ons.

Pricing Management

Customer-specific and segment-specific pricing with support for multiple currencies and advanced pricing formulas based on various factors including cost, MSRP, volume, etc.

Sales and Commerce

Quote Management

Create advanced quotes from multiple custom templates and send it through your customizable approval processes. When it is approved by the customer, easily generate an order out of the quote.

Order Management

Manage complex order processing and track all customer interactions. Set up your own business process flow and manage everyone who's involved in the order process.

Truly omni-channel — buy and sell, ship or receive, fulfill or support — anywhere, anytime with the ability to create an order with multiple ship-to addresses.

Taxes

Our tax engine supports GST-based or VAT-based taxes and automatically calculates taxes based on pre-defined tax rules.

Discounts and Coupons

Manage your seasonal campaigns through price-based, quantity-limited, time-limited, segment-specific, product-specific coupons with fixed prices or percentage-based discounts.

Billing and Payment

Payment

Kloudville is integrated with leading payment gateways to support online payments via credit cards and debit cards. Traditional payment methods including wire transfer, cheques, and bank drafts are also supported.

Billing

Define customizable payment terms. Manage outstanding, current, and future account receivables. Send payment reminder for future payments. Invoices and payments can automatically be sent to your billing/accounting system (e.g. Quickbooks Integration).

Supply Chain

Shipping

Shipping costs and handling charges are calculated based on predefined rules. We also support real-time integration with courier companies to get quotes, shipping labels, and tracking numbers.

Order Pre-Processing

Advance orders through various steps (e.g. tasks, reviews and approvals), until it is ready to be released to the warehouse.

Order Routing

Have multi-warehouses across multiple regions? No problem. We support rules that optimally allocate orders to warehouses based on availability, distance, shipping cost, priority, and more.

Order Fulfillment

Use waves to fulfill orders based on various criteria such as priority, shipping method, etc. Enhance order processing with our optimized picking, packing, and shipping solutions. Transparent with internal and external system and email notifications.

Procurement

Manage supplier data, compare pricings and lead times, generate and send RFQs and purchase orders. Seamlessly check their prices and availability in real-time.

Warehouse Management

Utilize Inventory Management application to gain a real-time visibility of your inventory across all stores and warehouses. Advanced functionality related adjustments, cycle-count, physical inventory, bins, lots, and more.

Business Intelligence

Analytics

Continually improve and re-engineer business processes using data-driven decisions by utilizing detailed KPI reports to identify bottlenecks within your sales pipeline. Kloudville’s analytics application is seamlessly integrated with other applications and constantly mining to provide insightful reports on demand.

Find out how we can help

See how easy it is to seamlessly manage all aspects of your business online

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