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CRM SOFTWARE

CRM & Customer Management

Comprehensive CRM solution that strengthens your customer relationships and tracks your sales processes end-to-end. Boost your sales team's performance with proposal management, task tracking, pipeline view, and detailed reporting.

About the Project

The CRM & Customer Management system enables businesses to manage customer relationships on a centralized platform. All processes from leads to sales closure are tracked and reported.

With the sales pipeline view, you can track opportunities by stage, and prepare professional proposals with the proposal management module. The task and reminder system ensures you never miss an opportunity.

With the detailed reporting and dashboard module, you can measure sales team performance, revenue targets, and customer satisfaction. Email and phone integrations keep all communication history in one place.

Features

Key features offered by the CRM & Customer Management project.

01

Sales Pipeline

Track opportunities by stage, update statuses with drag-and-drop.

02

Proposal Management

Professional proposal templates, automatic calculations, and digital approval processes.

03

Tasks & Reminders

Team task distribution, deadline tracking, and automatic reminder notifications.

04

Customer 360°

Communication history, proposals, orders, and notes for each customer on a single screen.

05

Reporting & Dashboard

Sales targets, team performance, revenue analysis, and customizable charts.

06

Email & Phone

Email and phone integration to automatically log all customer communication.

Technologies Used

Technologies and tools used in the CRM & Customer Management project.

ReactNode.jsPostgreSQLRedisWebSocketDockerAWSSMTP IntegrationVoIP APIChart.js

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