Customer Relationship Management

Customer Relationship Management

Informative dashboard

Each workspace has its own dashboard. It contains a resume of major and most recent information from the CRM personal notes, latest activities and tasks, tasks chart, etc. A graphical and chart interface to demonstrate various information at a glance.


Customer management

Create Customers and Organizations including their type and manage them in a user-friendly interface. You can easily control customers, suppliers & team members through Relationships. Import multiple customers or suppliers via the Import CSV file.

Lead

Manage your leads simply. Add leads by lead source & status. After creating leads, convert it to customers if the customer gives any positive feedback.

Deal management

Create Deals and continue them in Interactive pipeline view. Deals can show status Won or Lost with the reason that is added.

Users & Roles

As the owner of this site, you can add another user as admin providing permission to separate roles.

Calendar

Overview of all Invoices, leads, deals,  Tasks & Events is on the calendar. Can view monthly, weekly & daily basis.

Import Data

You can import contacts, accounts, leads and products from an Excel file just with a click.

Responsive UI & User Friendly

 UI is responsive and supports mobile, tablet, desktop, large desktop screens.

Contracts

You can add new contracts based on your customers. Adding contacts is very easy.

 Reports

Access and generate sales reports more informed business decisions whenever and wherever all in real-time.

Sales Reports

Team Members Reports

Income Report

Technology Specification:

Frontend:  HTML5, CSS3,  Bootstrap , JQuery, Vue Js

Backend:  PHP  (Laravel  php framework )

Database:  Mysql 

Credentials:

Frontend Link:https://www.crm.hrvbytes.com/
Admin Panel Link:
Email:
Password: