Home Module

• View recent user’s data (Emails, Calls and Meetings) and calendar.

Emails

• That allows the employees to access their online e-mail inbox and folders. Employees can compose new e-mails through the CRM and send them to accounts (sub contacts are included) or for any contact on the system

• You can navigate to it from this icon on the header• 1-      Inbox• a.      View email.• b.      Delete email.• c.       Star email.• d.      Check Email is to synchronize with your email

account server.

Emails

Emails2-      Sent

a.      View email.b.      Delete email.c.       Star email.

3-      Drafta.      View email.b.      Delete email.c.       Star email.d.      Edit email and sent it.

4-      Archiveda.      View email.b.      Delete email.

5-      Composea.      To, CC, BCC, Subject, Message and attach files

Emails

Emails

6-      Settings

a.      Check email period enable user to manual/auto check his emails every 5, 10, 30 minutes or 1houre.

b.      Emails per page: that enable user to change the number of emails that appears in page.

c.       Outgoing mail is your current email

d.      Outgoing password is your current account password

e.      Outgoing server is the email client server

f.        Outgoing port

g.      Show (Inbox, Outbox, Draft, Archive)

Emails

Emails

7-      My Emails

a.      Show list of my resisted emails.

  b.      Add email account

Emails

7-      My Emails

a.      Show list of my resisted emails.

  b.      Add email account

c.   Edit email account

d.   View email account

Emails

e.      Search email accountsYou can search by any key for all data or filter by specific field (Email, Server, name, active and …etc.).f.        Delete email accountYou can delete the current email account, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will unlike the email account from your email server and delete the email messages from our system, if you clicked “Cancel” no thing happen.

Manage Reminder Module

Reminder module will allow the employees to schedule reminders to be sent to them or to the clients about a meeting, payment or any data for that reminder.You can navigate to it from this icon on the header1-      Schedule Meeting          a.       Add the meeting details (Subject, status, start date, end date, description and …etc.).b.      Add multi teams.c.       Assigned to user.d.      Make this meeting recurrence (None/Daily/Weekly/Monthly/Yearly)

Manage Reminder Module

Manage Reminder Module

2-      Schedule Call    

a.       Add the meeting details (Subject, status, start date, duration, description and …etc.).

b.      Add multi teams, contacts, users, leads.

c.       Assigned to user.

d.      Add invited to the call by (First name, last name, email) and also to the system as contact or lead.

e.       Make this meeting recurrence (None/Daily/Weekly/Monthly/Yearly)

Manage Reminder Module

Manage Tasks Module

Tasks module allows the managers and admin to add tasks for employees. Once the task is been added and assigned to specific employee or group. The task will appear on their account after they login to know what should they do and the work assigned to them.

You can navigate to it from this icon on the header

 

Manage Tasks Module

Tasks menu:1-      List all Tasks2-      Add new Task

Manage Tasks Module

1-      Add new taska.       Add the task details (Subject, Priority, status, start date, end date, description and …etc.).b.      Add multi teams.c.       Assigned to user.d.      Assigned to contact.

Manage Tasks Module

 2-      Edit current taskAs you can add task you can also edit current task data.

Manage Tasks Module

3-      View task detailsa.      After add or edit the task you can view the task details via the view page

Manage Tasks Module

4-      Delete taskYou can delete the current task, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” nothing will happen.5-      SearchYou can search by any key for all data or filter by specific field (Subject, contact name, Priority, status, start date and due date.).

Manage Occasions Module

You can navigate to it from this icon on the header

Occasion’s menu:

1-      List all occasions

2-      Add new occasion

Manage Occasions Module

1-      Add new occasiona.       Add the occasion details (Name, date, type, contact, subject and body).b.      Mark the occasion to send by email or SMS or both.c.       Add multi teams.d.      Assigned to user.

Manage Occasions Module

2-      Edit current occasionAs you can add occasion you can also edit current occasion data.

Manage Occasions Module

3-      View occasion detailsa.      After add or edit the occasion you can view the occasion details via the view page

Manage Occasions Module

4-      Delete occasionYou can delete the current occasion, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (Name, date, type, contact and user).

Today Module

This module shows today all events, meetings, calls, tasks and occasions on the calendar.You can navigate to it from this icon on the headerYou can navigate into calendar next and previous and show calendar monthly or weekly

Manage Documents Module

Document module will be available for employees to upload the documents related to any customer or account. They also can add a document for any other module as reference for later revisions.You can navigate to it from this icon on the header

Manage Documents Module

Documents menu:1-      List all Documents2-      Add new Document

Manage Documents Module

1-      Add new documenta.       Add the document details (Browse file, document name, status, publish date, expire date and …etc.).b.      Add multi teams.c.       Can make this document template or not.d.      Assigned to user.

Manage Documents Module

2-      Edit current documentAs you can add document you can also edit current document data.

Manage Documents Module

3-      View document detailsa.      After add or edit the document you can view the document details via the view page

Manage Documents Module

4-      Delete documentYou can delete the current document, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (document name, status, publish date, expire date, user and …etc.).

Manage Notes Module

Under all accounts, contact, campaign and opportunity there will be a note to save any other data for them; the note module will specify what type of data should be added.You can navigate to it from this icon on the header

Manage Notes Module

Notes menu:1-      List all notes2-      Add new note

Manage Notes Module

1-      Add new notea.       Add the note details (Subject, contact, attachment, description and …etc.).b.      Add multi teams.c.       View in portal or note.d.      Assigned to user.

Manage Notes Module

2-      Edit current noteAs you can add note you can also edit current note data.

Manage Notes Module

3-      View note detailsa.      After add or edit the note you can view the note details via the view page

Manage Notes Module

4-      Delete noteYou can delete the current note, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (Subject, contact, attachment, user and …etc.).

Manage Classification Module

This module will be added under all modules to save its classification on the system (as requested from the client)You can navigate to it from this icon on the header

Manage Classification Module

Classifications menu:1-      List all classifications2-      Add new classification

1-      Add new classification

a.       Add the classification details (Title, module, description and active.).

Manage Classification Module

2-      Edit current classificationAs you can add classification you can also edit current classification data.

3-      View classification details

a.      After add or edit the classification you can view the classification details via the view page

Manage Classification Module

2-      Edit current classificationAs you can add classification you can also edit current classification data.

3-      View classification details

a.      After add or edit the classification you can view the classification details via the view page

Manage Classification Module

4-      Delete classificationYou can delete the current classification, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (Name, Title, Account name, Email and …etc.).

Manage Products Categories

From this module admin can add the main categories for the products to be added under them. That will help him monitoring each category selling charts.You can navigate to it from this icon on the header

Manage Products Categories

Product categories menu:1-      List all Product categories2-      Add new Product category

1-      Add new Product category

a.       Add the Product category details (Title, description, parent category).

b.      Add multi sub categories.

Manage Products Categories

2-      Edit current Product categoryAs you can add Product category you can also edit current Product category data.

3-      View Product category details

a.      After add or edit the Product category you can view the Product category details via the view page

Manage Products Categories

4-      Delete Product categoryYou can delete the current Product category, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (Title, description, parent category).

Manage Products Module

 From this module, admin or employees can add the product with its information and details, upload photos and assign it to the proper category. Add the price and cost for the items and discount.You can navigate to it from this icon on the header

Manage Products Module

1-      Add new producta.       Add the Quoted Line Item details (Name, category, available, link, tax, manufacture and …etc.).b.      Weight, price, unite price, list price, discount price, pricing factor and ...etc.

Manage Products Module

2- View product detailsa.      After add or edit the product you can view the product details via the view page

Manage Products Module

3-      Delete productYou can delete the current product, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.4-      SearchYou can search by any key for all data or filter by specific field (Name, category, type, Availability). 

Manage Settings Module

On the settings module admin can manage the CRM system and change the options. Enable and disable some modules from appearing to employees and disable the functionality of the module at all.You can navigate to it from this icon on the header

Manage Employees

Employees menu:1-      List all employees2-      Add new Employee

Manage Employees

1-      Add new employeea.       Add the employee details (Name, email, phone, avatar, address, status and …etc.).b.      Add ability to login with username and password.

Manage Employees

View employee detailsa.      After add or edit the employee you can view the employee details via the view page Delete employeeYou can delete the current employee, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen. SearchYou can search by any key for all data or filter by specific field (username, department, email, active and  ...etc.).

Role Management

Roles menu:1-      List all roles2-      Add new roles

Role Management

1-      Add new rolea.       Add the role details (Name and description).2-      Edit current roleAs you can add role you can also edit current role data.3-      View role detailsa.      After add or edit the role you can view the role details via the view pageb.      You can control full access on (Access/Delete/Edit/List data/View/Create) on all available modules.

Role Management

1-      Add new rolea.       Add the role details (Name and description).2-      Edit current roleAs you can add role you can also edit current role data.3-      View role detailsa.      After add or edit the role you can view the role details via the view pageb.      You can control full access on (Access/Delete/Edit/List data/View/Create) on all available modules.

Currency

Currencies menu:1-      List all Currencies2-      Add new Currency

 Add new Currencyc.       Add the Currency details (Title, ios code, iso symbol and active). Edit current CurrencyAs you can add Currency you can also edit current Currency data.Delete CurrencyYou can delete the Currency target, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.

Manage Leads Module

Lead module will allow the admin to add new lead to the system. So, he can later assign any account and contact to that lead. Admin will be able to manage the lead settings and details. Lead module will hold the start of a campaign that the owner needs to start and market it.

Manage Leads Module

Add new Leada.       Add the Lead details (Name, account name, email, image, descriptions and …etc.).b.      Add multi teams.c.       Add multi phones and emails.d.      Add full address and alternative one.e.       Assigned to user.

Manage Leads Module

 View Lead detailsa.      After add or edit the Lead you can view the Lead details via the view pageDelete LeadYou can delete the current Lead, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.SearchYou can search by any key for all data or filter by specific field (Name, Status, Account name, Email and …etc.).

Manage Contacts Module

Contact helps the admin to add multiple contacts for the main account. As many department of the main account (company) and each department’s head will be added as a contact and link it to the main account.

Manage Contacts Module

Add new contacta.       Add the contact details (name, account and …etc.).b.      Add multi phones and emails.c.       Add full address and alternative one.

Manage Contacts Module

View contact detailsa.      After add or edit the account you can view the account details via the view pageb.      Also you can add (Leads, Opportunities, Direct Reports To, Documents and Quotes)

Manage Contacts Module

Delete contactYou can delete the current contact, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this can’t delete the contact from the database but it will be archived with its all data to and disable this contact, if you clicked “Cancel” no thing happen.SearchYou can search by any key for all data or filter by specific field (Name, Title, Account name, Email and …etc.).

Manage Accounts Module

Account module allows the admin to add new account on the system for a company or someone. What means if the account is created for someone it will save the details of that person as a contact details. Otherwise, if the account was created for a company it will save the company’s details then add the employees of this company on the system as contact, then add those contacts to the account.

Manage Accounts Module

Add new accounta.       Add the account details (name, account and …etc.).b.      Add multi phones and emails.c.       Add billing address and shipping address or use shipping as billing address.

Manage Accounts Module

View account detailsa.      After add or edit the account you can view the account details via the view page4-      Also you can add (Contacts, Opportunities, Leads, Revenue Line Items, Documents and quotes)

Manage Accounts Module

View account detailsa.      After add or edit the account you can view the account details via the view page4-      Also you can add (Contacts, Opportunities, Leads, Revenue Line Items, Documents and quotes)-      Delete accountYou can delete the current account, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this can’t delete the account from the database but it will be archived with its all data to and disable this account, if you clicked “Cancel” no thing happen.6-      SearchYou can search by any key for all data or filter by specific field (Name, Billing City, Billing Country, Phone, Email and …etc.).

Manage Targets Module

Target module helps admin to specify the target of any object he added to the system, like adding a target of campaigns and target some accounts for some products or services.

Manage Targets Module

Add new targeta.       Add the target details (name, account and teams …etc.).b.      Add multi phones and emails.c.       Add full address and alternative one.

Manage Targets Module

View target detailsa.      After add or edit the target you can view the target details via the view page

Manage Targets Module

Delete targetYou can delete the current target, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen. SearchYou can search by any key for all data or filter by specific field (Name, Title, Account name, Email and …etc.).

Manage Opportunities Module

Opportunity module helps the admin to add an opportunity to sell some products on the market for some accounts or assign that opportunity to a campaign and monitor the opportunities to sell that product or services.

Manage Opportunities Module

Add new Opportunitya.       Add the Opportunity details (name, account, type, Assigned to user, Lead Source, and …etc.).b.      Add multi teams.

Manage Opportunities Module

View opportunity detailsa.      After add or edit the opportunity you can view the opportunity details via the view pageb.      Also you can add (Revenue Line Items, Leads, Contacts, Documents and Quotes)

Manage Opportunities Module

Delete opportunityYou can delete the current opportunity, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.SearchYou can search by any key for all data or filter by specific field (Name, Account name, Status, Leader Source, User and …etc.).

Manage Forecasts Module

Forecast helps the admin to predict the status of his business within a specific period of time. That helps him to enhance his business in the future by preventing the mistakes done in the past.

Manage Forecasts Module

Forecasts menu:1-      List all forecastsFor each item on the forecasts:-          Can navigate to the current forecasts (Revenue Line Item, Opportunity Name, Account Name and Product Name).-          Sort the rows ascending and descending by (Title, Expected Close Date, Stage, Probability and Likely).2-      SearchYou can search by any key for all data or filter by specific field (Opportunity Name, Account Name and Product Name and …etc.).

Manage Contracts Module

Contract module will generate the contracts and send them to the clients (accounts and contacts) after the deal is done. The employees can create new contracts and save them on the system then select what contract should be send to each client on each case.

Manage Contracts Module

Add new contracta.       Add the contract details (Contract name, Status, account, Currency, Opportunity, User and …etc.).b.      Add the signed date for customer and companyc.       Add multi teams.

Manage Contracts Module

View contract detailsa.      After add or edit the contract you can view the contract details via the view page.b.      Also you can add (Notes & Attachments and Documents).

Manage Contracts Module

Delete contractYou can delete the current contract, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen. SearchYou can search by any key for all data or filter by specific field (Name, Title, Account name, Email and …etc.).

Manage Campaigns Module

Admin can start new campaign and add the details of it, add the accounts that the campaign will target with the opportunities that can be assigned to that campaign

Manage Campaigns Module

View campaign detailsa.      After add or edit the campaign you can view the campaign details via the view page Delete campaignYou can delete the current campaign, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen. SearchYou can search by any key for all data or filter by specific field (Name, Title, Account name, Email and …etc.).

Manage Revenue Line Items Module

Add new Revenue Line Itema.       Add the Revenue Line Item details (title, close date, product, category, currency, tax, source, description and …etc.).b.      Add multi teams.c.       Assigned to user.

Manage Revenue Line Items Module

View Revenue Line Item detailsa.      After add or edit the Revenue Line Item you can view the Revenue Line Item details via the view pageb.      Also you can add (Documents and Notes & Attachments)

Manage Revenue Line Items Module

Delete Revenue Line ItemYou can delete the current Revenue Line Item, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.SearchYou can search by any key for all data or filter by specific field (Title, Opportunity Name, Account name, Sales Stage, Expected Close Date and …etc.).

Manage Quoted Line Items Module

Quoted line item contains the sold products or the products in the process of being sold. Admin can create new quoted line item and add products from the system or create list with new products.

Manage Quoted Line Items Module

Add new Quoted Line Itema.       Add the Quoted Line Item details (title, product template, account name, quantity, currency and …etc.).b.      Add multi teams.c.       Assigned to user.

Manage Quoted Line Items Module

View Quoted Line Item details

a.      After add or edit the Quoted Line Item you can

view the Quoted Line Item details via the view page

b.      Also you can add Documents

Manage Quoted Line Items Module

Delete Quoted Line ItemYou can delete the current Quoted Line Item, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.SearchYou can search by any key for all data or filter by specific field (Title, Account, Status, Cost and …etc.).

Manage Email Template Module

From this module admin can add templates to load and send them directly from the send e-mails module or SMS module.

Manage Email Template Module

Add new Templatea.       Add the Template details (title, type, description, subject and formatted body and …etc.).b.      Attach files.c.       Type of the template may be SMS or Email or Campaignsd.      Add multi teams.e.       Assigned to user.

Manage Email Template Module

View Template detailsa.      After add or edit the Template you can view the Template details via the view pageDelete TemplateYou can delete the current Template, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (Name, Title, Account name, Email and …etc.).

Manage Support Cases Module

Support cases module helps the organization to offer the best products and services by allowing employees to add the issues on the support section, employees will report the customer’s problem to get solved within short time.

Manage Support Cases Module

Add new Support Casea.       Add the Support Case details (Number, Subject, Status, Priority, and …etc.).b.      Add multi teams.c.       Assigned to user.

Manage Support Cases Module

View Support Case detailsa.      After add or edit the Support Case you can view the Support Case details via the view pageb.      Also you can add (Contacts and Documents)

Manage Support Cases Module

Delete Support CaseYou can delete the current Support Case, prompt dialog appears with confirmation message (“Are you sure you want to delete this item?”) if you clicked “OK” button this will be deleted, if you clicked “Cancel” no thing happen.5-      SearchYou can search by any key for all data or filter by specific field (Number, Subject, Status, Priority and …etc.).

Manage Reports Module

Where user can choose the type of reports how can view1-      Simple reports2-      Advanced reports

Simple reports

Manage Reports Module

Advanced ReportsWhere user can follow the wizard to generate the report he need.

Manage Reports Module

Notifications

Where user can view all his notifications.

Instant Massaging