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