About Lead Tracking & CRM Tool
A compact and light-weight lead tracking and CRM system for a solar company. This system allows the admin to manage their staff member, lead contacts and their appointment. User can create a lead record and add an appointment to calendar for the lead. The appointment can then be taken forward in the lead process and finally convert it to a sale. Detailed graphical reporting allowed admin to view the performance of each individual staff member.
Features
- Staff management with permission based access rights
- Lead database with detailed information of each lead along with documents
- Create appointment for any lead and attach a custom reminder for the same
- Maintain status of the lead and convert it to a sale
- View appointments on a custom calendar view with weekly/daily/monthly view
- Maintain document repository for each sale and lead
- Track individual staff reports with graphical reports and metrics
Tags
Website Pages
Related Projects
Project Management & CRM System
Project Management, CRM / ASP.Net MVC, MySQL, Twilio API, SaaS
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