Description
Note: that this is not a standalone application, it is an “Optional” extension to BardPOS and ERP.
The CRM Module for BardPOS is designed to enhance customer relationship management within your business. This comprehensive module facilitates the management of leads, follow-ups, and campaigns, streamlining the sales process and improving customer engagement. It includes a commissions system to incentivize sales performance, a call log for tracking communication, and detailed reports for insights into CRM activities. The module also supports proposal creation and management with customizable templates, enabling a professional approach to potential clients. Additional features include a contacts login for easy access to customer information, integration with B2B marketplaces for expanded business opportunities, and the ability to categorize leads by sources, life stages, and follow-up categories. This CRM module is an essential tool for businesses looking to enhance their customer relationships and sales strategies within the BardPOS ecosystem.
Release Notes
1.3 -
Fixed Tempered Issue
1.4 -
Added Contact Login Dashboard
1.5 - October 31, 2024
New: Reward Points Shown on Customer Dashboard
Fix: Invoice Printing Layout issue Fixed
Additional information
| License | Regular, Extended |
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