Other
CRM
CRM streamlines business operations by managing lead and customer details while providing the ability to effortlessly schedule appointments and assign tasks, enabling efficient collaboration and ensuring no opportunity or task falls through the cracks.
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Modules
Leads
Information
Name
Phone Number
Email
Source
Specification
Sales Person
Activity
Assign Sales Advisor,
Contact,
Quote,
Complete,
Fail,
Cancel,
State
Open
Assigned
Contacted
Quoted
Done Deal
Failed
Canceled
Customers
Information
Address
Phone Number
Fax Number
Email
Link
Name
Activity
Active,
Inactive,
State
Active
Inactive
Appointments
Information
Lead
Sales Person
Phone Number
Email
Platform
Appointment Date and Time (Start)
Appointment Date and Time (End)
Additional Information/Comments
Activity
Complete,
Cancel,
State
Upcoming
Completed
Cancelled
Task
Information
Title
Title Description
Priority
Due Date
Remarks
Lead
Sales Person
Sales
Information
Region
Product
Quantity
Unit Price
Amount
Location
Customer
Date
Sales Person
Information
Name
Email
Contact Number
Profile Picture
Product
Information
Name
Price
Description
Image
Activity
Active,
Inactive,
State
Active
Inactive
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