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.
Awesome Deal Dashboard
- Multi Language Support
- Drag Drop Deals between Stages
- Drag Drop Stages
- Admin & Staff Roles
- Roles Permissions
- Custom Fields for Deal , Contact & Company
- To-do / Task Management
- Contact – Company Management
- Reports Pie Chart & Table
- Export Deals , Contacts & Company
- Deal Activity History
- & More
| Pipeline: Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
|| Stages: Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
| Deal: Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
|| 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.
| Task Management: Admin/User can create task.Assign task to User.Add task in deal.
|| Contact Management: Create contacts and social details of contact.Add contact in deal.Add contacts in company.
| Products: Add products in applications and assign products to deal.Set product quantity and discount on products.
|| Sources: Add deal sources in application and assign source to deal.Check all deals in source.
| Support Tickets: Your clients can be open support tickets and you can give comments on tickets.
|| Messaging: You can send any private message to your client or client can send you any message.
| Labels: You can add labels to deal.Different color labels can add to make the deal unique.
|| File Sharing: Add any number of files in deal and download that file later, add description to files.
| Export: Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
|| Companies: Add the company in your application and also add contacts in that company.
| Activity: See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.
|| Deal Activity: In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.
| Discussion: Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.
|| 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
Username firstname.lastname@example.org Password 123456
Username email@example.com Password david123
Username firstname.lastname@example.org Password 123456
EASY TO INSTALL – SETUP WIZARD