CRM Module

CRM stands for Customer Relationship management

Features:

1. Followup

   • Followup with Leads, customers & Supplier

   • One-time followup

   • Recurring followups

   • Followup based on Pending/Partial/Overdue invoices

2. Leads

   • Add/Edit/Delete leads

   • Convert leads to customer

   • Leads source: Know which source (e.g. Google/Facebook etc) leads are converting to more customers.

   • Leads life stage: Know the life stage of the lead (New/Qualified/Opportunity/ etc)

3. Campaigns

   • Email & SMS campaign

4. Contact Login

   • Multiple logins for customers & suppliers

   • Contact can check previous orders, purchases, sales, payments & ledger.

5. Proposal

   • Create proposal templates with Subject, Body & attachments

   • Send proposal to leads

6. Report

   • Follow-ups by user

   • Follow-ups by contacts

   • Lead to customer conversion

Adding contact login users

To add a contact login, Go to CRM -> Contact Login Tab

Click the add button, and a pop-up window is shown

Provide the required details in the pop-up window and save it.