An industry-agnostic CRM (customer relationship management) tool that has 80% of the base features of HubSpot CRM.
UI Playground
ExpandFeatures
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)
How Tailor Templates Work
Deploy a Tailor Template in just one minute and customize it effortlessly.
For more details, please take a look at the developer documentation.
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.