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CRM module for UltimatePOS v3.0

No permission to download

Overview History Discussion

CRM stands for Customer Relationship management

Followup
1. Followup with Leads, customers & Supplier
2. One-time followup
3. Recurring followups
4. Followup based on Pending/Partial/Overdue invoices
Leads
1. Add/Edit/Delete leads
2. Convert leads to customer
3. Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
4. Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)
Campaigns
1. Email & SMS campaign
Contact Login
1. Multiple logins for customers & suppliers
2. Contact can check previous orders, purchases, sales, payment & ledger.
Proposal
1. Create proposal templates with Subject, Body & attachments
2. Send proposal to leads
Report
1. Follow-ups by user
2. Follow-ups by contacts
3. Lead to customer conversion