CRM Module for BardPOS

CRM stands for Customer Relationship management

Features:

1. Followup
   1. Followup with Leads, customers & Supplier
   2. One-time followup
   3. Recurring followups
   4. Followup based on Pending/Partial/Overdue invoices
2. Leads
   1. Add/Edit/Delete leads
   2. Convert leads to customer
   3. Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
   4. Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)
3. Campaigns
   1. Email & SMS campaign
4. Contact Login
   1. Multiple logins for customers & suppliers
   2. Contact can check previous orders, purchases, sales, payment & ledger.
5. Proposal
   1. Create proposal templates with Subject, Body & attachments
   2. Send proposal to leads
6. Report
   1. Follow-ups by user
   2. Follow-ups by contacts
   3. Lead to customer conversion

Adding contact login users

To add a contact login, Go to CRM > Contact Login tab.

Click the add button, and a pop-up window is shown

Provide the required details in the pop-up window and save it.

 URL for contact login users of CRM

The same login page of POS is used for all users including contact login users of the CRM module – poswebsiteurl/login

Installation Steps:

Follow the steps as given in Module Management installation

Update Steps:

Follow the steps as given in Module Management Updating

Video Demonstration:

Coming soon.

Version Log:

V 1.1 – Released August 16, 2024

1. NEW: Dark Theme Compatibility and layout fixes