Megatronix Vision: ERP & CRM for Drone Sales
Lead-to-invoice for a drone and survey-equipment company: leads, quotations, proforma and tax invoices, receivables, purchase orders, inventory with barcodes, demos and analytics.
What it does
Megatronix Vision sells and services survey and inspection drones, cases and accessories. The ERP tracks every lead from enquiry through follow-ups, quotation and proforma to invoice, and shows the whole pipeline on the dashboard: total and new leads, pending and overdue follow-ups, quotations, invoices, converted customers, low-stock products and pending purchase orders.
Inventory receives goods by barcode, prints stickers, and raises alerts for low and negative stock. Customers appear automatically once their first invoice is created. Analytics show the lead funnel, conversion rates from lead to quotation to invoice, monthly lead and invoice trends, lead-source performance and product-wise sales, plus employee and demo-session productivity for administrators.
Key features
- Leads, follow-ups with overdue alerts and a 'going quiet' list of inactive customers
- Quotations, proforma invoices, invoices, receivables and purchase orders
- Inventory with barcode receiving, sticker printing, movement history and stock audit
- Low-stock and negative-stock alerts with minimum levels per product
- Customers created automatically from the first invoice, with owner and billed amount
- Demos and training, repair estimates, data processing and profitability modules
- Analytics: funnel, conversion rates, monthly trends, lead-source and product-wise sales
- Staff management, employee performance and a company-wide activity log
Modules
Platform
- Web app, installable on the home screen
- Quick actions with Ctrl+K
- INR values and Indian lead sources such as IndiaMART
Screenshots.
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- ERP dashboard with leads, follow-ups, quotations, invoices and lead pipeline chart
- Analytics: lead funnel, conversion rates, monthly lead trend and invoice value
- Inventory with barcode receiving, stock levels, low and negative stock alerts
- Customers list with status, owner and billed amount, plus install-app prompt
See it live
Other project records.
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