What was the challenge?
- You can view the overview of the company’s resource utilization on a weekly basis or can view the details for specific dates. It shows the details such as the utilization of hours, invoiced amount, income, and expenses.
- You can get the reminder notification for incomplete jobs, invoice not sent, invoice payment over dues, subscription dues, cron job not setup, and new software updates.
- The calendar is being integrated on which you can create an event for particular data and time, you can even include customers and staff members in the organized event. Alert notification will be show when the event comes.
- Company’s lead details can be managed easily such as name, contact number, email address, address, group, invoices, and assigned staff.
- The search and sorting filters are being developed where you can search the customer details based on the searched keywords.
- We have integrated the Google maps functionality where you can view the address pointers on the map for all the customers you got in this CRM. If you search any location, then only that particular areas location pointer will be shown to you.
- Separate customer quotes area is available where you can get all the job amount gained detail by an individual customer.
- You will get the option where you will get all the details of the customer contract create, accepted and end dates with all the other details such as its URL, name, type, group, progress percentage, etc.
Making of
Discovery Workshop
Project Management
Project Design
Project Development
Beta Testing
Quality Assurance
Team who served
Project Manager
Business Analyst
Designer
QA Engineer
Backend Developers
Frontend Developers
