RMoney Quick vs Heaven CRM

RMoney Quick: Your All-in-One Trading App Trade Faster & Smarter with RMoney Quick Experience a smoother and faster trading experience with RMoney Quick's new advanced features. Trade with a single click! Free & Easy to Use: • Free download & lifetime access - No signup or account required (Guest Login available). • Super-easy user interface for beginners and experienced traders. • Single-click login with MPIN for secure & quick access. Powerful Trading Tools: • Buy & Sell stocks directly from charts. • Powerful screeners backed by CMOT and advanced charts from TradingView • Catch market opportunities with Market Pulse. • Ultra-fast server speeds (under 200 microseconds). • Integrate with AI-Trading Platforms like TradeTron & AlgoJi. Invest with Confidence: • Invest in IPOs instantly. Easy application & online status tracking. • Purchase stocks at original value with IPO investment. • Instant fund transfer for seamless transactions. • Margin Trading Facility to boost your investment power. Stay Informed, Make Smart Decisions: • Real-time access to Indian stock market with live quotes & updates. • Top stock research & market tips. • View Top Gainers & Losers with real-time rates. • Set price alerts and get notified. • Access real-time information on NSE, BSE, MCX & NCDEX. • Watch all major indices (NIFTY, Sensex, Nifty Pharma etc.) Additional Features: • Guest Login for live market updates even without an account. • eDIS facility to avoid physical paperwork. • Favorite bar to track stocks easily. • Market Depth for informed order placement. • Check real-time funds position with MTM updates. • View Global Indices on a single screen. • 128-bit SSL Encryption for data security. • Advanced derivative calculators. New to Stock Markets? • Download RMoney Quick and create your own watchlist. • Learn the ropes with our easy-to-use interface. Already have an RMoney Account? • Login with your ID & password to view your portfolio and trade on the go. RMoney Quick - brought to you by Raghunandan Money, a leading Zero Brokerage Stock Broker. Open Demat Account: https://bit.ly/3LI73cz | Support: 0562-4266600/7188900 | www.rmoneyindia.com RAGHUNANDAN CAPITAL PRIVATE LIMITED SEBI Registration No. - INZ000307234 Member Code: NSE – 13176 | BSE – 6112 | MSEI – 16110 | MCX – 56835 | NCDEX – F01296 Registered Exchanges Name: NSE | BSE | MSEI | MCX | NCDEX Exchange Approved Segments: NSE – Cash, FO, CDS, Com BSE – Cash, FO, CDS, Com MCX – Com NCDEX – Com MSEI – CD

CRM & Sales Portal is the official mobile productivity tool for Heaven Green Energy Ltd's sales team. Purpose-built for solar energy professionals, this app connects directly to your Odoo 18 ERP, giving field salespersons real-time access to every aspect of the sales pipeline — anytime, anywhere. KEY FEATURES: SECURE AUTHENTICATION Simple and secure login with your Odoo credentials. Forgot your password? Reset it instantly via email. DASHBOARD & HOME SCREEN Get an at-a-glance view of your day: payment overdue summary (weekly, monthly & total), solar proposals sent, opportunity pipeline grouped by stage, and project kW installed. OPPORTUNITY MANAGEMENT View, create and edit opportunities with full details. Assign salespersons, BDM, branch managers and sales heads. Track stages, tags, project types and project templates. Mark opportunities as Won or Lost with reason capture. Daily follow-up view grouped by activity state (Overdue, Today, Planned). Search by Lead Ref, name, mobile, or tag. Filter by Won, Lost, Ongoing; group by Stage, Salesperson, City and more. SOLAR PROPOSAL MANAGEMENT Generate professional solar proposals tied to opportunities. Configure system size, final price (incl. GST), product variants and tax lines. Automatic GST breakdown: SGST, CGST, untaxed amount and totals. Download proposal as PDF and send directly via WhatsApp or Email. Track proposal status: Draft, Sent, Confirmed, Cancelled. INVOICE MANAGEMENT (Read-Only) View invoice list with amounts due, dates and salesperson. Detailed view with GST info, credit notes and line items. Filter by overdue or payment status; search by ref, customer or mobile. BILL OF MATERIALS (BoM) View and edit BoM templates. Add or remove product variants with available and forecasted quantities. Submit BoMs through Draft to Approved workflow. ACTIVITY & COMMUNICATION MANAGEMENT Schedule and assign activities with due dates and summaries. Mark activities as Done, Cancel, or reschedule. Log notes and attach files directly from the app. Full communication log history per record. Quick-dial and WhatsApp buttons for instant customer contact. PROFILE & PREFERENCES Update your profile, change password securely, set notification preferences for opportunities, proposals and activities, with push notification support for real-time alerts. This app is exclusively for internal use by authorised salespersons of Heaven Green Energy Ltd. An active Odoo 18 account with appropriate access rights is required.