crmCustomer relationship management systems include searchable databases that allow users to access client and prospect information during meetings

CRM - Excel Agro Services portfolio image

Like other crm solutions the aim of this project was improve customer satisfaction and to provide better customer service.

responsive web application, with features like:
  • Contact management. Stores contact information such as names, addresses in a searchable database.
  • Add notes and track interaction history to document conversations with specific contacts.
  • See an overview of your entire sales pipeline as well as the status/progress of each individual stage in the sales funnel.
  • Automate repetitive tasks by creating workflows that trigger actions or send follow-up reminders for next actions.
  • Get routine summary reports of sales figures performance with filters like daily, weekly, monthly, etc.,.
  • Option to import leads from IndiaMart.
  • manage your employees’ activity based on level and keeps your customers’ data safe.
 
Tech wrap-up - Web application
  • CodeIgniter Framework
  • Serves 2 purposes at once:
    • as employee panel,
    • as administration panel.
  • API's integrated for importing leads Indiamart, Website.
  • Import multiple leads using csv
 
Technologies used