About Lead Tracking & CRM Tool
A compact & lightweight lead tracking and CRM system for a solar company. This system allows the admin to manage their staff member, lead contacts and their appointment. Users can create a lead record and add an appointment to the calendar for the lead. The appointment can then be taken forward in the lead process and finally convert to a sale. Detailed graphical reporting allowed the admin to view the performance of each individual staff member.
Features
Staff management with permission based access rights
Lead database with detailed information of each lead along with documents
Create an appointment for any lead and attach a custom reminder for the same
Maintain status of the lead and convert it to a sale
View appointments on a custom calendar view with weekly/daily/monthly view
Maintain document repository for each sale and lead
Track individual staff reports with graphical reports and metrics
Technologies
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PHP -
Angular -
MySQL
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