Drag Drop Deals Manager CRM (Miscellaneous)

Deals manager is lead management system & sales crm for organise leads, deals, task,contacts,pipeline,files.Deals management software for convert leads to sales and make profit.

FEATURES:-

CRM Pipeline:
Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
CRM Stages:
Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
CRM Deal:
Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
CRM Report:
See the report of deals in stages.Pie chart and table two types of reports.Check report of active deals,won deals,loss deals,price of deals.
CRM Task Management:
Admin/User can create task.Assign task to User.Add task in deal.
CRM Contact Management:
Create contacts and social details of contact.Add contact in deal.Add contacts in company.
CRM Products:
Add products in applications and assign products to deal.Set product quantity and discount on products.
CRM Sources:
Add deal sources in application and assign source to deal.Check all deals in source.
CRM Support Tickets:
Your clients can be open support tickets and you can give comments on tickets.
CRM Messaging:
You can send any private message to your client or client can send you any message.
CRM Labels:
You can add labels to deal.Different color labels can add to make the deal unique.
CRM File Sharing:
Add any number of files in deal and download that file later, add description to files.
CRM Export:
Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
CRM Companies:
Add the company in your application and also add contacts in that company.
CRM Activity:
See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.
CRM Deal Activity:
In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.
CRM Discussion:
Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.
CRM Notes:
Add your private note in deal.The note can be seen only by you.Admin or client both can add there note in deal.

DEMO LOGIN DETAILS

http://demo.dealsmanager.net

ADMINISTRATOR:-
Username [email protected]
Password 123456

CLIENT
Username [email protected]
Password david123

EASY TO INSTALL – SETUP WIZARD


Download Drag Drop Deals Manager CRM (Miscellaneous)

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