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CRM module for UltimatePOS Version = 1.4

faizan146

New member

CRM Module for UltimatePOS​

CRM stands for Customer Relationship management

Features:​

  1. Followup
    1. Followup with Leads, customers & Supplier
    2. One-time followup
    3. Recurring followups
    4. Followup based on Pending/Partial/Overdue invoices
  2. 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)
  3. Campaigns
    1. Email & SMS campaign
  4. Contact Login
    1. Multiple logins for customers & suppliers
    2. Contact can check previous orders, purchases, sales, payment & ledger.
  5. Proposal
    1. Create proposal templates with Subject, Body & attachments
    2. Send proposal to leads
  6. Report
    1. Follow-ups by user
    2. Follow-ups by contacts
    3. Lead to customer conversion
 

Attachments

  • Crm-ultimatePOS.zip
    236.4 KB · Views: 44

CRM Module for UltimatePOS​

CRM stands for Customer Relationship management

Features:​

  1. Followup
    1. Followup with Leads, customers & Supplier
    2. One-time followup
    3. Recurring followups
    4. Followup based on Pending/Partial/Overdue invoices
  2. 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)
  3. Campaigns
    1. Email & SMS campaign
  4. Contact Login
    1. Multiple logins for customers & suppliers
    2. Contact can check previous orders, purchases, sales, payment & ledger.
  5. Proposal
    1. Create proposal templates with Subject, Body & attachments
    2. Send proposal to leads
  6. Report
    1. Follow-ups by user
    2. Follow-ups by contacts
    3. Lead to customer conversion
faizan, do you have latest v2.2?
 

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