CRM Service

Customer Relationship Management Information System

CRM Service Features

  1. User Access Control:
    • Ability to access with different usernames and passwords.
  2. Responsive Design:
    • Optimized for mobile devices.
  3. Projects:
    • Creating New Projects:
      • Users can create new projects.
    • Client Registration per Project:
      • Option to register clients for each project.
    • Upload Functionality:
      • Capability to upload financial offers, documents, and project-related information.
    • Financial Value Tracking:
      • Monitoring the financial value of the project.
    • Project Status Tracking:
      • Tracking the status of the project (in progress/completed).
    • Calendar Integration:
      • Monitoring projects on a calendar, with the ability to set day and time by the user.
  4. Clients:
    • Client Profile Creation:
      • Creating a client profile with relevant details.
    • Total Revenue Tracking:
      • Monitoring the total revenue of the client over time intervals.