Completed

Design & Develop CRM system

Design and develop CRM system with below modules

Types of Users:

Admin

Sales Executives

Sales Manager / Coordinator

Management

Admin Modules

1. Login

a. Email

b. password

2. Forgot password

a. Email id

b. Mail integration

3. User(add/edit/delete/view)

a. Name

b. Email

c. Date of joining

d. Phone

e. Address

f. Role(admin/sales executive/sales coordinator/manager)

i. Id he will select executive then he have to add coordinator name)

g. Region(select from dropdown)

h. Status(enable/disable)

4. Daily Reports

a. No of visits

b. Access current location as like the demo [login to view URL]

c. Distance travelled

5. Product management

a. Id

b. Name

c. Image

d. Rate

e. description

6. Lead management

a. Inquiry Date :

b. Inquiry Time :

c. Executive Name :

d. Monitor By :

e. Company Name :

f. Concern Person :

g. Mobile No1. :

h. Mobile No2. :

i. Email ID : City :

j. Address :

k. Product:

l. Inquiry Type : (Casual/ Serious/ Very Serious)

m. Detail Descriptions :

n. Attachment :

o. Next Follow-up Date :

p. Next Follow-up Time :

i. notifications for today’s follow up

ii. able to see pending follow up

iii. transfer inquiry

iv. close inquiry

v. done inquiry

7. Customer management

a. Same fields like lead

8. Order management(advance search- by customer, by status, by date)

a. Order id

b. Order detail

i. Shipping detail/billing detail

ii. Amount total

iii. Status(open/completed)

c. Product detail

d. Created by

e. Invoice

i. Add payment

ii. View due payment

f. Payment management

9. Noticeboard

a. Admin will add notice it will display on dashboard of each user

i. Id

ii. Date

iii. Subject

iv. description

10. Goal management(target)

a. Admin/manager/coordinator will assign goal based on month in terms of “amount”

which executive has to achieve.

11. Income/expense management

a. Admin can add expense of company

i. Id

ii. Date

iii. Subject

iv. Description

v. amount

12. CRM reports

a. Employee target report

b. Sales report

c. Daily reporting

d. Travelling expense approval

13. Calendar(based on weekly/monthly/yearly)

a. Admin can add able to view employee’s follow up and also able to add task for

employee

14. Settings

a. Region management

i. Id

ii. Name of region

b. Marketing material

i. Id:

ii. Name

iii. Attachment

1. Admin will add this and other employees can view only

Modules only for executive - in addition to other common modules listed above

1. Daily report

a. Date

b. No of visit today

c. expense(multiple entry)

i. id

ii. name

iii. amount

d. description of extra work

e. total sales today

f. distance travelled

g. in that system also able to access executive’s location

2. calendar(based on weekly/monthly/yearly)

a. able to see task assign by admin

b. able to add own task

c. able to see follow up

Skills: Graphic Design, HTML, PHP, Software Architecture, Website Design

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About the Employer:
( 2 reviews ) Coimbatore, India

Project ID: #17792400

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