CRM module

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

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.

 URL for contact login users of CRM

The same login page of POS is used for all users including contact login users of the CRM module – poswebsiteurl/login