CRM Features & Modules
Maximize productivity with our comprehensive suite of business tools.
Inquiry OR Lead Management
Admin can add, update, and delete inquiries and track client pipelines.
Telecaller OR Sales Executive
Assign leads, update caller statuses, and manage sales team details.
Followups
Record, schedule, and delete follow-up updates for every potential lead.
Category
Admin can organize products or services into customized business categories.
Product
Create, update, and delete company items and services in the database.
Customer
Admin can efficiently manage, update, and review customer files and records.
CRM Full Features
Delivering premium modules custom-tailored for your organization's workflows.
CRM (Customer Relationship Management)
- Inquiry Manager – Add, update, delete, import/export inquiries
- Follow-up Manager – Record and manage follow-ups
- Source Manager – Track sources of inquiries
- Spam Filter – Detect and filter spam inquiries
- Goal Manager – Set monthly and yearly sales targets
Billing & Invoicing
- Business Settings – Configure company billing details
- Unit Manager – Manage measurement units
- Tax Manager – Define GST/tax rules
- Currency Manager – Set system currency
- Payment Modes – Add, update, delete payment methods
- Suppliers & Customers – Manage transaction records
- Categories & Products – Organize items catalog
- Customer Wallet – Maintain advance/wallet balances
- Invoices – Generate, print and manage professional invoices
HRMS (Human Resource Management)
- Media Library – Upload and manage company files and docs
- Department & Position Manager – Define organization chart
- Employee Manager – Manage employee directories
- Attendance & Payroll – Track daily attendance and calculate salaries
- Expense Management – Record and approve corporate expenses
- Leave Requests & Holiday Management – Approve leaves and publish calendars
- Bank Details & Subscriptions – Manage payment systems
- Official Letters – Generate Joining, Experience, Relieving, and Internship letters
- Notices – Create and broadcast company notices
User Management
- User Accounts – Create, edit, and deactivate user logins
- Roles & Permissions – Create custom roles and control access rights
Project Management
- Project Manager – Create, assign, and track project timelines
- Task Manager – Allocate tasks and monitor completion status
CRM Overview
Benefits of Using CRM
- Focus entirely on customer relationship management.
- Coordinate sales activities smoothly in one hub.
- Track business functions and task allocations instantly.
- Concentrate effort on high-converting target profiles.
- Integrate invoicing directly into the client record.
- Monitor overall sales performance from one dashboard.
- Seamlessly track and manage the sales pipeline.
What is CRM?
Customer Relationship Management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.
A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more.
Technology Stack
Our CRM is built on lightweight, highly robust, and industry-standard technologies to ensure fast load times and maximum security:
- Backend: PHP 7.4 / PHP 8.x
- Database: MySQL
- Frontend: HTML5, CSS3, Bootstrap Framework
- Logic: jQuery, JavaScript
Installation Process
- Download Folder: Retrieve zip package from the portal's My Order section.
- Upload Zip: Upload the zip to your Linux or Windows server and extract.
- Create Database: Setup a new MySQL database on your database server.
- Configure Database: Enter your DB credentials in
config/class.database.php. - Import Schema: Import the SQL schema file from the database folder.
- Access Software: Navigate to your domain in the web browser to begin using!
