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