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
Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
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.
Admin/User can create task.Assign task to User.Add task in deal.
Create contacts and social details of contact.Add contact in deal.Add contacts in company.
Add products in applications and assign products to deal.Set product quantity and discount on products.
Add deal sources in application and assign source to deal.Check all deals in source.
Your clients can be open support tickets and you can give comments on tickets.
You can send any private message to your client or client can send you any message.
You can add labels to deal.Different color labels can add to make the deal unique.
Add any number of files in deal and download that file later, add description to files.
Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
Add the company in your application and also add contacts in that company.
See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.
In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.
Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.
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 email@example.com Password 123456
Username firstname.lastname@example.org Password david123
Username email@example.com Password 123456
EASY TO INSTALL – SETUP WIZARD
CHANGE LOGVersion 1.2.1 (18 March 2016)
NEW - 7 languages (Chinese,dutch,french,german,italian,russian,spanish) added. Fix - Small bug fixes.Version 1.2 (12 January 2016)
NEW - user type staff, client NEW - admin & staff role.Module Permissions NEW - Calender with events & tasks. NEW - SMTP & email notification settings & more small modification.Version 1.1 (10 November 2015)
NEW - Custom Fields for deal , contact, company NEW - Dashboard changes to look better in different screen sizes. Fixed - various bugs