Project Description

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

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