EXE-CRM - Project Overview

EXE CRM – A simple application that can help you to improve customer relationship to grow your business more efficiently. You can manage your company’s associations in a friendly interface and with a low learning curve. Customer management is the prime objective and this application helps you in numerous ways.
EXE-CRM, a web based application. CRM (Customer Relationship Management) is one of the approaches where a company manages various customer interactions, past, present and potential, and analyses those data for the improvement of business. With the use of our application you can achieve your business goals with your fingertips.

Design

Develop

Testing

Deliver

Key Features

    • Create Customers and Organizations including their type and manage them in a friendly interface
    • Create Deals and maintain them in Interactive pipeline view.
    • Speed up your communication with your Leads and easy-to-use commenting system.
    • Give your clients access where they can track deal progress, can communicate with all users.
    • With Calendar and basic list view all activities can be witnessed and filtered as per requirement.
    • Track all the performance in Reports according to Deals, Proposal And Pipeline view.
    • Company expenses and area of expenses are to be regulated from this module.
    • Add different type of users to a role based on permissions.