Design own CRM

List of Category 1. Leeds 2. Accounts 3. Inventory 4. Point of sales 5. Support Leeds 1. Customers 1.1 Personal 1.2 Business 1.3 Coperate 1.4 Tenders 2. Reseller 2.1 Personal 2.2 Business 2.3 Coperate Leeds will be include following * All receive / make calls have to be add to the system * If the call for technical problems ( Marketing executive can be make the support ticket to following customer) * marketing executive can be make the quotation * All the quotation have to be authorise by head of the department * To do information have to be add * leeds updates / leeds followup have to be enter the system ( Ex: if the marketing executive called the leeds / customer have to be update the system what they talk / what they need) * Email notification have to be send every notification / update. * Leeds close / postpone / option have to be implement * When marketing executive close leeds survey have to send to customer. * have to create the all kind of reports (Ex: close leeds with reason, performance report, how many leeds become customer, weekly / monthly report with product category) * select the product category ( CCTV, Finger Print , Access control, Alarm system, guard tour system, PABX, Intercom, accessories. ) these all category can be created by admin. * if you can map the location ( google map Customer Location) * crate the user profile with social networks / google account, etc * Customer site visit schedule date have to be pop up ( DO TO) * leeds search facilities * Reseller: when create the new reseller / distributor following details have to be add. ( [login to view URL] have to add the distributor location ex: Panadura , Wellawatha. 2. BR Copy 3. NIC copy 4. three month bank statement.) Accounts accounts will be include following * Reseller credit approve * make the invoice ( invoice for device and wiring / service invoice) * Expenses ( can be crated own expenses category) * receive payment reminder * deposit payment reminder * Automatically send the invoice due to customer and reseller * send retainer invoice for advance payment * keep tack over due payment * cheque printing * service reminder payment automatically crate * domain renewal payment automatically crate * list of invoice have to show the customer profile Suport Support will be include following * Make our own FAQ with video * have to create the ticket for break down * show the customer details * history of the customer break down replace device * Engineers performance * weekly report / month report / warranty report / hardware replace report / upsetting report * break down count time clock can be manage