CRM is defined as customer relationship management and is a software system that helps business owners nurture their relationships with their clientele. A CRM also assists with organization, efficiency, time management, and impressing clients every step of the way. CRM software has been around since the mid-1990s, but has come into its own over the last decade. CRM platforms are powerful systems that connect all the data from your sales leads and customers all in one place. A CRM records and analyzes all calls, emails and meetings, helping improve customer service, drive sales, and increase revenue.

CRM, Client resource planning, Finance Management, Human resource Management

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Keep in mind:please remove the all products from the admin panel and then add A Product > Purchase that product > Sale the product. This is the procedure. For Barcode Scanner Please Hit enter button after scanning the code at input field otherwise products will not come.

  1. This is Home page overview. You also can see Project report in everyday.
  2. CRM and Portal development company in delhi

  3. To change profile setting just follow Settings icon right side of dashboard and click User Profile.

  4. CRM and Portal development company in delhi


  5. If you want to change password then follow picture how to change password.

  6. CRM and Portal development company in delhi


    ***** Software Settings *****


  7. To change your company name ,address and others details just go to Software Setting > General Setting then look at the picture and click action option.

  8. CRM and Portal development company in delhi

    CRM and Portal development company in delhi


  9. Read Timelines

  10. CRM and Portal development company in delhi

  11. Event setting is the important part of this software.you can add Event in this system just go to Event > then add event and follow picture.i added event in this system.

  12. CRM and Portal development company in delhi

    CRM and Portal development company in delhi



  13. Write Notes

  14. CRM and Portal development company in delhi

  15. Write Messege

  16. CRM and Portal development company in delhi

  17. First You have to add clients at your system. So, To add clients just go to > Clients > Add clients and fill the form and save.

  18. CRM and Portal development company in delhi

  19. After adding clients, just go to client list then you can see the clients list. You can edit or delete any client.

  20. CRM and Portal development company in delhi

  21. You have to add project at your system. So, To add project just go to > project > Add project and fill the form and save.

  22. CRM and Portal development company in delhi

  23. After adding project, just go to project list then you can see the projects list. You can edit or delete any projects.

  24. CRM and Portal development company in delhi

  25. My Tasks

  26. CRM and Portal development company in delhi

  27. You have to add Invoice at your system. So, To add Invoice just go to > Invoice > Add Invoice and fill the form and save.

  28. CRM and Portal development company in delhi

  29. Finance > Payment

  30. CRM and Portal development company in delhi

  31. Finance > Expenses

  32. CRM and Portal development company in delhi

  33. To add Tickets just go to Tickets > Add Ticket and now write here title , client, ticket type you added part then save.

  34. CRM and Portal development company in delhi

  35. You have to add Team Member at your system. So, To add Complaint just go to > Team Member> Team Member and fill the form and save.

  36. CRM and Portal development company in delhi
  37. You have to add Time Card at your system. > Time Card > Add Time. from here you can edit or delete any time Card.

  38. CRM and Portal development company in delhi

  39. Apply for leave just go to Leave and fill up the form then apply .

  40. CRM and Portal development company in delhi

  41. To add new Announcements just go to New Announcements and fill up the form then save changes.

  42. CRM and Portal development company in delhi
  43. See Announcements just go to Announcements and find list of Announcements.

  44. CRM and Portal development company in delhi