How to Manage Packers and Movers Follow Ups in ePackBook Software

ePackBook Software is the ultimate solution for Packers and Movers. ePackBook Software manages all the operations required for Packers and Movers day to day-to-day life. In this Software, we add new enquiries, maintain a record of all enquiry data, set a survey with the client, and set a reminder for follow-up with the client to close the deal. After closing the deal we create quotations for the client and manage shifting in one place. ePackBook Software manages your financial expenses and tracks your payments. You can get daily, weekly or monthly reports with the help of Top Packers and Movers Software in India. 

ePackBook is the Top Packers and Movers CRM Software for the Packers and Movers. With the help of this software Packers and Movers manage their all operation online. With the help of ePackBook Software, no more paper decluttering, no more human error, you can save time, you can save your money, by saving all the customer’s details in one place for future deal closing. 

In the Packers and Movers ERP, we have a Bilty module, Quotation module, Money Receipt module, Car Condition module, Invoice module, and Packing list module. These modules help to manage all Packers and Movers work easily. Like Bilty module helps to manage all required details and receipt for Bilty, in Quotation module create and save all the quotations, in Money receipt module create and save different type of money receipts, in the Car Condition module save all required car details for the delivery, in the invoice module create and save different types of invoice, in packing list module manage all packing list data. Before we discuss how to manage Packers and movers follow ups we know how to register ePackBook Software and fill in all the enquiry details.  

For the Registration on ePackBook Software:-

1. Visit www.epackbook.in
2. Click on the Get a Free Account tab.
3. Enter your mobile no or your company email. 
4. Get OTP, you will get OTP and enter it on a given field. 
5. Click on the Agreement section and submit. 
6. The Company Registration page will open.
7. Enter company details and submit.
8. Now you will get a thank you message and redirect this page to the Packers login page. 
9. Now please check your email ID which is entered on the registration page.
10. Packers will get Login Details in the Mail. Enter that details in https://packers.epackbook.in/ User ID and Password. 
11. Now you will enter your ePackBook Company Profile page. Password change popup will show now change your password as per your convenience. 
12. Now go to the Packers Signature Section Sign there and update fields.
13. Now your Registration is Done on ePackBook Software.

After that Packers and Movers companies can update their profile in ePackBook Software. For  that they can follow these processes:-

1. Update basic Company details like Company profile and logo.
2. Update Company address.
3. Update registration details.
4. Complete primary account details then click the update option.
5. Fill in the UPI details in the update UPI details option.  
6. Lastly in the terms and conditions section change the terms and conditions according to the company’s requirements and update it.

Now all company details are updated in ePackBook Software and you are ready to move on to the enquiry section to fill in all the enquiry details. For that, you have to move to the ePackBook dashboard 

In that section on the left, we have an option for enquiry.

1. Click on the enquiry section 
2. After that select the add enquiry option.
3. An enquiry form will open 
4. Fill in all enquiry-related details like shifting type, contact person, company address, survey date and time, pickup address, drop address and save.

After saving all the enquiry details you have to set up a follow-up reminder for the customer.  For set up the follow-up reminder:-

1. Click on the enquiry option and select the enquiry list.
2.  Select the enquiry on which you want to set a follow-up reminder.
3. After that enquiry details page is open you have to go on follow-ups.
4. Click on follow-ups.
5. The page will be open to fill in the follow-up details.
6. In this section, you have to fill in the date and time when the customer tells him to call back with the comments. 

When you fill in all the details on the follow-ups section this information shows in the dashboard. 

Now whenever you log in ePakBook Software you see all the pending follow-ups on the dashboard.

And with this follow-up reminder, you can close the deal by talking to the customer at the specified time. 

Conclusion 

With the help of Top Packers and Movers CRM Software you can manage all your business operations in one place and with the help of follow ups you will be able to close more deals and improve your business day by day.