Drag Drop Deals Manager CRM

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




deals manager ratting

Awesome Deal Dashboard



TOP FEATURES:-



  • Multi Language Support

  • Drag Drop Deals between Stages

  • Drag Drop Stages

  • Admin & Staff Roles

  • Roles Permissions

  • Custom Fields for Deal , Contact & Company

  • Pipelines

  • To-do / Task Management

  • Contact – Company Management

  • Reports Pie Chart & Table

  • Export Deals , Contacts & Company

  • Deal Activity History

  • & More


Multi Language

  • Chinese
  • Dutch

  • English

  • French

  • German

  • Italian

  • Russian

  • Spanish


FEATURES:-








































CRM Pipeline:
Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
CRM Stages:
Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.

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

CRM Task Management:
Admin/User can create task.Assign task to User.Add task in deal.
CRM Contact Management:
Create contacts and social details of contact.Add contact in deal.Add contacts in company.

CRM Products:
Add products in applications and assign products to deal.Set product quantity and discount on products.
CRM Sources:
Add deal sources in application and assign source to deal.Check all deals in source.

CRM Support Tickets:
Your clients can be open support tickets and you can give comments on tickets.
CRM Messaging:
You can send any private message to your client or client can send you any message.

CRM Labels:
You can add labels to deal.Different color labels can add to make the deal unique.
CRM File Sharing:
Add any number of files in deal and download that file later, add description to files.

CRM Export:
Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
CRM Companies:
Add the company in your application and also add contacts in that company.

CRM Activity:
See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.
CRM Deal Activity:
In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.

CRM Discussion:
Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.
CRM 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 admin@admin.com
Password 123456




Staff
Username demouser@gmail.com
Password david123




Client
Username client@gmail.com
Password 123456




EASY TO INSTALL – SETUP WIZARD




HAPPY CUSTOMERS




CHANGE LOG


Version 1.2.1 (18 March 2016)
 NEW -  7 languages (Chinese,dutch,french,german,italian,russian,spanish) added.
Fix - Small bug fixes.

Version 1.2 (12 January 2016)
 NEW -  user type staff, client
NEW - admin & staff role.Module Permissions
NEW - Calender with events & tasks.
NEW - SMTP & email notification settings
& more small modification.

Version 1.1 (10 November 2015)
NEW - Custom Fields for deal , contact, company 
NEW - Dashboard changes to look better in different screen sizes.
Fixed - various bugs

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