About Lead Tracking & CRM Tool

A compact & lightweight lead tracking and CRM system for a solar company. This system allows the admin to manage their staff member, lead contacts and their appointment. Users can create a lead record and add an appointment to the calendar for the lead. The appointment can then be taken forward in the lead process and finally convert to a sale. Detailed graphical reporting allowed the 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 an 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

PHP MySQL JavaScript jQuery HighCharts CRM

Website Pages

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Get in touch

Just contact Kanhasoft, and we will provide you the best solution for web and app.

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