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CRM

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An industry-agnostic CRM (customer relationship management) tool that has 80% of the base features of HubSpot CRM.

UI Playground

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Features

Deal by stages:

  • Each deal should belong to a stage.
  • The first stage should be the default stage if not specified.
  • Deals can move through the stages, with an easy UI

Deal value:

  • Each deal has two parameters: amount and probability. The amount * probability = value. E.g., if the amount of the deal is $100K and the probability is 30%, the deal value is $30K.
  • The default probability for the deal is determined by the probability of the Deal Stage. E.g., The default probability for the Deal Stage “verbal commitment” is set to 70%. This can be overwritten at the individual deal level.

Overview:

  • An end user can create, edit, delete (=deactivate) a company, a contact, a deal, and an engagement.
  • The end user can define the pipelines and the stages for each pipeline. (pipeline means sale pipeline like hubspot. It's not imply tailor pipelines.)
  • The end user can view the aggregated value of the deals by stage, by company, by contact, by user, and by team.
  • When the DealStage.closedWon=true, it should be excluded from the aggregate value (since the deal is won).
  • The end user can create a new contact and the associated new company in one form, which means the user does not need to create the company first before creating a contact for a new company. (This should be implemented using a pipeline)
  • The end user should be able to filter the deals by stage, or by company, or by contact. The Kanban style view shuold be available for by-stage view.
  • ContactList can be defined. It may be used to send an email campain.
  • Team is a group of users. An user can belong to multiple teams. UI to manage the team should be provided. (Create/Edit/Delete team + add or remove members)

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Expand Functionality: Optional Add-On Templates

These additional templates can be plugged into your CRM to enhance the functionality. Each template can also be used independently as a standalone application as well.

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