Product Details

Admin 20 May, 2021 (0) Purchases

Customer Relationship Management (CRM)

Customer relationship management is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.

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Admin Link


User Name / Password: admin@admin.com/123456
Offer Price:

USD 250 USD 200

Purchases: 0 - Times

Purchase

  1. Dashboard
  2. Customer
  3. Sales
  4. Expenses
  5. Contracts
  6. Projects
  7. Tasks
  8. Support
  9. Leads
  10. Knowledge base
  11. Utilities
  12. Reports
  13. Set up

 

  1. Dashboard
  • Invoices awaiting payment
  • Converted leads
  •  projects in progress
  • Tasks not finished
  1. Customer management
  • New customer
  • Import customers
  • Contacts
  • Export
  • Reload
  • Bulk actions
  1. Sales management
  • Proposals
  • Estimates
  • Invoices
  • Payments
  • Items
  1. Expenses
  • Record expenses à export/ reload
  1. Contracts
  • Contracts by type à active/expired/ about to expired/ recently added
  • Contracts value by type à active/expired/ about to expired/ recently added
  1. Projects
  • New projects summary à export/ reload
  1. Tasks
  • Tasks summary à export/ reload/bulk actions
  1. Support
  • Tickets summary à export/ reload/bulk actions

 

  1. Leads
  • New leads à export/ reload/bulk actions
  • Import leads
  1. Utilities
  • Media
  • Bulk pdf export
  • Calender
  • Goals tracking
  • Surveys
  • Announcements
  • Database backup
  • Activity log
  • Ticket pipe log
  1. Reports
  • Sales
  • Expenses
  • Expenses vs income
  • Leads
  • Timesheets overview
  • Kb articles
  1. Set up
  • Finance
  • Contracts
  • Email templates
  • Custom fields
  • Roles
  • Menu setup
  • Theme style
  • Settings