Aim of the project

This Business CRM system was designed to streamline and organize various aspects of customer relationship management within a business setting. This system is structured to provide users with quick access to essential components and functionalities necessary for managing client interactions and internal processes.

Structure and Components

1. Quick Actions and Navigation

• The CRM system features a sidebar with quick actions and navigation links, allowing users to easily access different sections. These sections include CRM Analytics Dashboard, Deals, Clients, Companies, Meetings, Offerings, Tasks, and Files. Each section serves a specific purpose in managing various facets of the business.

2. Deals Pipeline

• This component helps in tracking and managing ongoing deals. Users can monitor the progress of deals through different stages, ensuring that all opportunities are effectively managed from inception to closure. The historial of changes has been automated.

3. Prospects Pipeline

• Similar to the Deals Pipeline, the Prospects Pipeline is designed to track potential clients and business opportunities. This allows teams to focus on converting prospects into clients by following up on leads and ensuring consistent engagement.

  

4. CRM Analytics Dashboard

• Provides users with insights and analytics on the performance of the CRM processes. Helps in identifying trends, understanding client behavior, and making informed decisions to enhance business strategies.

  

5. Client and Company Management

• These sections are dedicated to storing and managing information about clients and companies. They provide a centralized location for accessing client details, interaction history, and related documents.

  

6. Meetings and Offerings

• The Meetings section allows us to schedule and track meetings with clients, ensuring all interactions are documented and followed up on. The Offerings section helps in managing the products or services offered by the business.

  

7. Tasks and Files