CRM Module

Lets take a look into it. CRM stands for Customer Relationship management

Features:

  1. Followup
    1. Followup with Leads, customers & Supplier
    2. One-time followup
    3. Recurring followups
    4. Followup based on Pending/Partial/Overdue invoices
  2. Leads
    1. Add/Edit/Delete leads
    2. Convert leads to customer
    3. Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
    4. Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)
  3. Campaigns
    1. Email & SMS campaign
  4. Contact Login
    1. Multiple logins for customers & suppliers
    2. Contact can check previous orders, purchases, sales, payment & ledger.
  5. Proposal
    1. Create proposal templates with Subject, Body & attachments
    2. Send proposal to leads
  6. Report
    1. Follow-ups by user
    2. Follow-ups by contacts
    3. Lead to customer conversion

Point of Sale Management System (Web) for a new point of sale (POS) system, you can get overwhelmed pretty quickly. There are hundreds of options online, each boasting all sorts of features. It can leave you asking yourself, “What do I really need? What extras will help me grow?”

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