CRM Module for UltimatePOS #
CRM stands for Customer Relationship management
- Followup with Leads, customers & Supplier
- One-time followup
- Recurring followups
- Followup based on Pending/Partial/Overdue invoices
- Add/Edit/Delete leads
- Convert leads to customer
- Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
- Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)
- Email & SMS campaign
- Contact Login
- Multiple logins for customers & suppliers
- Contact can check previous orders, purchases, sales, payment & ledger.
- Create proposal templates with Subject, Body & attachments
- Send proposal to leads
- Follow-ups by user
- Follow-ups by contacts
- Lead to customer conversion
Adding contact login users #
To add a contact login, Go to CRM > Contact Login tab.
Click the add button, and a pop-up window is shown
Provide the required details in the pop-up window and save it.
URL for contact login users of CRM #
The same login page of POS is used for all users including contact login users of the CRM module – https://pos.islebooks.mv/login