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
TOP FEATURES:-
- Multi Language Support
- Drag Drop Deals between Stages
- Drag Drop Stages
- Admin & Staff Roles
- Roles Permissions
- Custom Fields for Deal , Contact & Company
- Pipelines
- To-do / Task Management
- Contact – Company Management
- Reports Pie Chart & Table
- Export Deals , Contacts & Company
- Deal Activity History
- & More
Multi Language
- Chinese
- Dutch
- English
- French
- German
- Italian
- Russian
- Spanish
FEATURES:-
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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
ADMINISTRATOR:-
Username [email protected]
Password 123456
Staff
Username [email protected]
Password david123
Client
Username [email protected]
Password 123456
EASY TO INSTALL – SETUP WIZARD
HAPPY CUSTOMERS
CHANGE LOG
Version 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
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Demo = Drag Drop Deals Manager CRM
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Kindly Note: We update new contents like WordPress Themes, Plugins, PHP Scripts everyday. But remember that you should never use this items in a commercial website. All the contents posted here for development & testing purpose only. We’re not responsible for any damage, use at your own RISK! We highly recommend to buy Drag Drop Deals Manager CRM from the The Developer ( codeloop ) website. Thank you.
Download = Drag Drop Deals Manager CRM-[Updated].zip
