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.