CRM | Client resource planning | Finance Management
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 ManagementPlease check our Online Help Center for any types of common error
- This is Home page overview. You also can see Project report in everyday.
- To change profile setting just follow Settings icon right side of dashboard and click User Profile.
- If you want to change password then follow picture how to change password.
- 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.
- Read Timelines
- 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.
- Write Notes
- Write Messege
- 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.
- After adding clients, just go to client list then you can see the clients list. You can edit or delete any client.
- You have to add project at your system. So, To add project just go to > project > Add project and fill the form and save.
- After adding project, just go to project list then you can see the projects list. You can edit or delete any projects.
- My Tasks
- You have to add Invoice at your system. So, To add Invoice just go to > Invoice > Add Invoice and fill the form and save.
- Finance > Payment
- Finance > Expenses
- To add Tickets just go to Tickets > Add Ticket and now write here title , client, ticket type you added part then save.
- 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.
- You have to add Time Card at your system. > Time Card > Add Time. from here you can edit or delete any time Card.
- Apply for leave just go to Leave and fill up the form then apply .
- To add new Announcements just go to New Announcements and fill up the form then save changes.
- See Announcements just go to Announcements and find list of Announcements.