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Pipeline

Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.

Deal

Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.

Admin Login

Admin Username : admin@crm.makent.in
Admin Password : 123456

Staff Login

Staff Username : staff@crm.makent.in
Staff Password : 123456

Client Login

Client Username : client@crm.makent.in
Client Password : 123456

Stages

Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage

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.

Task Management

Admin/User can create task.Assign task to User.Add task in deal.

Contact Management

Create contacts and social details of contact.Add contact in deal.Add contacts in company.

Products

Add products in applications and assign products to deal.Set product quantity and discount on products.

Sources

Add deal sources in application and assign source to deal.Check all deals in source.

Support Tickets

Your clients can be open support tickets and you can give comments on tickets.

Messaging

You can send any private message to your client or client can send you any message.

Labels

You can add labels to deal.Different color labels can add to make the deal unique.

File Sharing

Add any number of files in deal and download that file later, add description to files.

Export

Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.

Companies

Add the company in your application and also add contacts in that company.

Activity

See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.

Deal Activity

In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.

Discussion

Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.

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.

Mak Enterprises