مشروع إنشاء برنامج CRM

1. Option to add new customers / follow-up with existing customer

2. Customer information:

3. Customer category

4. Customer name

5. Customer business name

6. Customer mobile No. (should be 10 digits) a. Pop up message if number duplicate with any exist customer data in the database.

7. Customer location (by coordinates or google map link)

8. Customer class A/B/C

9. Display customer communication log by dates and user name.

10. Users should be assigning for certain customers

11. Customer status (under process / sign the agreement / Reject to sign)

a. If sign the agreement the request should be still open until open new account in the app and upload all information and photos, then status changed to (Complete)

12. Numbers of communication times with customer.

13. Duration between first communication till customer sign the agreement.

14. Users role should display customers assign to him only

15. User shouldn’t modify the customers information

16. Dash board to be displayed by manger should include: (overall statistics)

a. Number of all customers

i. under process

ii. sign the agreement

iii. Reject to sign

iv. Complete

b. Number of all customers by user

i. under process

ii. sign the agreement

iii. Reject to sign

iv. Complete

c. Adding new customers by user by class.

d. Average days between first communication till customer sign the agreement

e. The possibility of specifying the date for extracting information