CRM DashBoard
Create Account
Capturing essential details like name, contact information, and company data of a new customer.
Create Lead
Capturing essential information such as name, contact details, and source of the lead.
Create Opportunity
Sales opportunity including details like potential value, stage, and expected close date.
Value-Added Features
Pipeline
Visual representation of the sales process in the CRM, tracking the stages and progress of opportunities from lead to close.
Timeline
Chronological view of key events, activities, and milestones related to a lead, opportunity, or project in the CRM.
Account List Report
Displays a list of all customer accounts in the CRM, including key details such as account status, contact information, and recent activities.
Lead List Report
Displays a list of all leads in the CRM, including key details like lead source, status, contact information, and associated opportunities.
Opportunity List Report
Displays a list of all opportunities in the CRM, including details such as opportunity value, stage, expected close date, and associated leads or accounts.
Activity List Report
Lists all activities (calls, meetings, emails, etc.) related to leads, opportunities, or accounts in the CRM, along with dates and outcomes.