CRM stands for Customer Relationship management
Features:
Followup
Followup with Leads, customers & Supplier
One-time followup
Recurring followups
Followup based on Pending/Partial/Overdue invoices
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 lead (New/Qualified/Opportunity/ etc)
Campaigns
Email & SMS campaign
Contact Login
Multiple logins for customers & suppliers
Contact can check previous orders, purchases, sales, payment & ledger.
Proposal
Create proposal templates with Subject, Body & attachments
Send proposal to leads
Report
Follow-ups by user
Follow-ups by contacts
Lead to customer conversion
