Understanding/Quotation of the Project

By: Rushi Thakkar Contact Information: +91-8605005118, rushithakkar@m-techinfosys.com Time: 10:30am Date: 26/06/2012 Venue: Mahalaxmi automotives, S.B.road Meeting person: Asif sir Project name: Customer Relationship Management Type of Modules: 1. Master Setup a. Regional Detail Setup: i. Country Master. ii. State Master. iii. City Master. iv. Locality Master b. Customer Detail Setup: i. Salutation Master. ii. Customer Segment master. iii. Customer Subsegment Master. iv. Profile Master. v. Sub Profile Master. vi. Customer SubSegment Profile Master. c. Product Setup: i. Make Master. ii. Product Seg Master. iii. Make Segment Link. iv. Product Subseg Master. v. Product Master. vi. Variant Master. vii. Variant2 Master. vii. Customer SubSegment Profile Master. viii. Attribute Master. viii. Other Attributes x. Product Segment Attribute. xi. Model Feature Link. xii. Map Product. xiii. Dealer Master. xiv. Outlet Master. xv. Dealer Outlet Link Master.

. d. Organization Setup: i. Department Master. ii. Designation Master. iii. Team Master. iv. Role Master. v. Employee Master. vi. Team Details. e. Insurance Setup: i. Category Master. ii. Renewal Status Master. iii. Fresh/Renewal Master. iv. Insurance Head. v. Insurance Head Excel Link. vi. Category Addon Link. vii. Addon Category Make Link. viii. Addon Category Insurance. viiii. Company Link f. Others Master: i. Enquiry Mode Master. ii. Action Group Master. iii. Action Master. iv. Source Master. v. Promotional Type. vi. Promotional Campaign. vii. Schema Master. viii. Status master. viiii. Remark Master. x. SMS Template. xi. Company Master. Xii. Caption Master. g. Company Setup:

2. Mail: a. Mail Template. b. Mail Merge. c. Return Mailer. 3.Executive Options: a. Executive Options. b. SMS Login. c. Change Password. 4. Maintainance: a.Setup Option. b. Group Form Link. c. Release Login. d. Varify Database. e.About. 5. Insurance: a. Pending Action. b. Insurance Search. c. Upload. i. Insurance Upload. ii. Chasis Upload. iii. Address Upload. iv. Wipro Upload. d. Batch Updation. 6. Windows: a.Close. 7. Exit: a.Log Off. b. Hide CRM. c.Lock And Hide CRM. d.Exit. 8. Report: i. Action Plan. ii. Action Taken. iii. Ageing Report For Pending Plan. iv. Action Delay Report. v. Detail Closure Status Wise. vi. Executive Wise Insurance Summary. vii. Forst Action Taken Report. viii. Daily Analysis Report.

viiii. Executive Wise Action Productivity. x. Lost/ Deffered Summary Report. xi. Renewal Breakup Mfg Year Wise. Xii. Executive wise Insurance Conversion. xiii. Mfg Year Wise day Wise Insurance Conversion. xiv. Sales vs Renewal. xv. Insurance Renewal Penetration.

Number of days required and costing for the product development Desktop Application:
Type of the Work
1. Design of the System 2. Back End Preparation 3. Product Development 4. Testing and Implementation

No. Of Days
7 (Done) 12 18 9 TOTAL 39 Days

Price(Per Module)

0
25,000 INR

Web Based Application: No of forms : 100

Type of the Work
1. Design of the System 2. Back End Preparation 3. Product Development 4. Testing and Deployment

No. Of Days
20 days 10 days 45 days 15 Days

Price

0
3,00,000 INR

Total 90 Days (3 Months)

No of users will be restricted to 15

Technology to be used: 1. Microsoft C#.Net, Crystal Report For Reportings, MS-SQL Server For Back End. 2. The product developed will be Windows Based .

Terms and Conditions: 1. Service Tax as per the government of India. 2. The support will be given for 1 year. The support will be remote only. 3. The development other than mentioned in the sheet will be quotes extra. 4. Number of visits in the complete year will be limited to 10. 5. Implementation cost is all included in the total cost. 6. The payment will be in terms of 40% in advance and 60% at the time of product handover. 7. The number of days may vary according to the data to be collected from the client. 8. Any hardware cost involved will not be handled by us. 9. If any kind of API cost involved will be at actual. 10. The product developed is completely customizable.