About the Project
SaveCRM or Customer Ralationship Management System helps small business owners keep on top of client communication and generate sales.
You can store clients’ information, track deal status, track sales, generate revenues from deals, create invoices, create projects, assign deals and teams to project, create to-do’s and assign team for to-do’s, set callbacks, set meetings, generate expense and income reports, and generate client and deals reports.
- CLIENT: Simon Thompson
- SOFTWARE: PHP, Bespoke Design
- FEATURES: store clients informationstore client’s dealsnote clients/deals/todos – attach files on notes generate graphical estimations of revenues by deals – current month – past 12 months – future 12 months – CRUD generate graphical presentation of actual revenues by invoices over expenses – current month – past 12 months – future 12 months create projects – assign deals / clients – assign todo lists – assign members create todos – create todo items – assign members teams – invite members thru email/ scrm accounts search – assign deals/clients create callbacks create meetings create invoices by deals/projects – recurring profiles – single invoice store expense with/ without proof (receipts/invoices) emailing – invoices – deals/project prospects – newsletters generate and store reports by time span – export – import check recent activities manage profile archives – deals – todos – projects – clients misc – taxes – currency – business logos – business/deal terms & conditions scrm global search for clients/deals