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CRM (Customer Relationship Management)

Feature Details

Initial Contacts
  • Add Clients information
  • View Existing Clients
  • Edit/Delete Clients
Appointment
  • Set new appointment
  • View Existing appointments
  • Edit/Delete appointments
Reporting
  • Selective date wise reporting to the admin
  • View Status
Calendar
  • Add new event/meeting/appointment
  • View calendar
  • Auto reminder
  • Edit/Delete calendar event/meeting/appointment
Lead
  • Automatic clients to lead
  • View Leads
  • Edit/Delete Clients from Leads
Call Backs
  • Assign call backs to clients
  • View call back clients
  • Edit/Delete call backs
Product Management
  • Add new product
  • Check product availability
  • View product
  • Edit/Delete product
Reports
  • Clients Report
  • Clients Status Report
  • Leads Report
  • Appointment Reports
  • Call Backs Report
  • Reporting to admin report
  • Client status report
  • Calendar event/meeting/appointment report
  • User activity report

See application’s Screenshots

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