SHARE

Drag Drop Deals Manager CRM Free Download

Deals manager is lead management system & sales crm for organise leads, deals, task,contacts,pipeline,files.Deals management software for convert leads to sales and make profit.

FEATURES:-

Pipeline: Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline. Stages: Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
Deal: Create deal and assign deal to users.Add task, source, product, comments, contacts in deal. 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.

DEMO LOGIN DETAILS

ADMINISTRATOR:-
Username Password 123456

CLIENT
Username Password david123

EASY TO INSTALL – SETUP WIZARD

 
   View Demo     Download

NO COMMENTS

LEAVE A REPLY