Custom CRM System for Small Business

Key Features:

  1. Contact Management:

    • Manage customer and lead information, including contact details, communication history, and notes.
  2. Sales Pipeline Tracking:

    • Visualize and manage the sales pipeline, including stages of the sales process and key metrics.
  3. Task Management:

    • Create and assign tasks to team members with due dates and priority levels.
  4. Email Integration:

    • Integrate with existing email systems (e.g., Gmail, Outlook) to automatically track communication with clients.
  5. Reporting and Analytics:

    • Generate reports on sales performance, customer interactions, and other key business metrics.
  6. User Roles and Permissions:

    • Control access to different features and data based on user roles (e.g., admin, sales rep, manager).
  7. Mobile Accessibility:

    • Ensure the CRM is fully responsive and accessible on mobile devices for team members on the go.
  8. Custom Dashboard:

    • Create a customizable dashboard to provide quick access to the most important information and tasks.
Skills required
Attachments

Job Activity

Total Bids: 2

Average Bid: $1,275.00

Budget

$1,450.00

2    Bids

About This Client

Rami H.

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