CRM Web App with word press Web site
A Wordpress Website and CMS web application of Customer relationship management (CRM) (Most working on all platforms)
A Multilanguage webapp is required with CRM features, user friendly GUI with login requirement’s to access the webapp.
keeping and maintaining Clients information
As administrator of CRM project we want to have access to all information’s put by any of our CRM clients.
Calendar for Task & event tracking
Outlook, Gmail or other email integration
Webapp must require create account and login, email verification, payment methods, payment methods verification, and free Trial period of 1 month.
The webapp must include two main pages one is for viewing client’s information and other one for submitting client’s information.
All the information that required for submitting is available here:-
[url removed, login to view]
Apart from these user must be able to add more options and also if wanted to remove from them.
(Product, size, indoor/outdoor, color ... all those a user can change it or remove some if user want or can also add own options )
Possibility of Upload multiple images (model photo, shop, logo or any other)
Webapp must warn if client’s information already exists to avoid duplicates.
Task to do on present or future dates: with (start date, time)(finish date, time) (criticality) for events like meeting/ call/ email/ letter/ fax or any others. For future tasks there must be a notification on a particular date and also with the option of closing task as successfully completed or not completed.
Define and keep clients on the basis of four levels/categories
Also there must be four levels on the basis of client’s prospect to keep clients that can be change later
Import clients details from excel or other if possible
A Quick name search option to search immediately
Alphabets to see all Client’s starting with (#,A,B,C,…..X,Y,Z)
Also advanced search option to search or find clients by selecting multiple options.
Importing search results to pdf, excel and also option for sent the results via email.
There must be option of making invoice, print invoice, email invoice and also keeping record for orders
Past /future Tasks also available to view with date and other information’s and for selected tasks or dates or others by choosing from advanced options
There must be a clear identification of successfully completed or not completed tasks.
With a day, week, and a month calendar to view or add tasks for any particular clients or group of clients.
Additional Features for website:
Add languages flags for translation
Add social media following and sharing buttons
Live chat support pop up like [url removed, login to view]