Build a CRM
$30-250 USD
Dibayar saat pengiriman
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The major functions that the system covers:
Reports Module: generate reports related to sales, expenses, expenses vs. income, leads and KB Articles. Reports can include employee/project timesheets, task reports and expenses management reports.
Survey Module: easily create surveys, send to desired personnel (staff,employees, clients, etc.) and view results easily.
Calendar Module: An advanced calendar for reminders, alerts and task management. Easy to use and can be shared with various users (employees, clients, or private).
Logging Module: Everything that takes place on the system is logged, from login/logout to data creation or modification. Keeping records can ensure safety and security, and archives everything to ensure integrity.
The system also allows you to do the following:
Export: All data can be exported to your desired format (csv, pdf, json, etc.)
Files: You can manage all files uploaded to the system in one file-manager tool.
Announcements: create announcements to specific or bulk users.
To-do: create simple to-do lists and track your daily basis tasks.
Emails: easily send automated emails on specific events (project commence, project end, task update, deadline reached, etc.)
Cron: Cron jobs are implemented automatically to ensure that emails and reminders are sent on their specific and precise times
The system even contains more features that are to be discovered by the user.
Generally speaking, this system covers everything related to client/project management, making the process simple, automated and fun!
ID Proyek: #13269910
Tentang proyek
34 freelancer rata-rata menawar $820 untuk pekerjaan ini
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