Online documentation: https://osdocs.vercel.app/crm-os
Try Free Demo Software: https://crmosf.netlify.app/
CRM ADMIN LOGIN
You can register on our CRM software to check customer login and support ticket system
Introducing CRM OS – the all-in-one Node.js and React.js based customer relationship management (CRM) software that revolutionizes your sales and customer management needs. Company, Contact management to Opportunity, Quote, and Support ticket management, our state-of-the-art CRM solution streamlines your daily operations. Whether you run a small business or a large corporation, our software is designed to help you efficiently manage your core CRM related tasks like companies, contacts, quotes, customer support, task management, and internal employee management.
One of the most notable features of CRM OS is its Progressive Web App (PWA) capability. This cutting-edge technology allows you to install our web application as a Mobile App (compatible with both Android and iOS) and as a Desktop Application. With lightning-fast single-page-load navigation, you can instantly access all the features you need. Experience unparalleled freedom, control, and portability with our PWA-enabled CRM software.
Stay informed and make data-driven decisions with real-time access to your customer information anytime, anywhere. Our comprehensive CRM software includes a dashboard, contact management, company management, opportunity tracking, quote management, task management, and analytics functionalities. Optimize your sales processes, enhance customer relationships, and boost productivity with CRM OS – the ultimate solution for all customer relationship management (CRM) requirements.
Elegant dashboard design with core CRM facing data visualization
Total count and value-wise view of Contacts, Companies, Opportunities, and Quotes
Announcements and all recent creations
Creation and management of contacts
Update contact information
Track communication history with contacts
Assign categories or tags to contacts
Search and filter contacts across the CRM software
Import and export contact data
Creation and management of company profiles
Store company details such as name, address, and industry
Track company contacts and relationships
Assign ownership or account managers
Monitor interactions and activities related to companies
Track and manage sales opportunities
Create and update opportunity records
Assign opportunity stages and probabilities
Track associated contacts and companies
Analyze opportunity pipeline
Create and manage quotes for products or services
Add line items and pricing details
Track quote status
Create and manage product information
Store product details such as name, and pricing
Link products to quotes, orders, or opportunities
Create and manage tasks
Assign tasks to members
Set due dates and priorities
Add task descriptions
Track task progress and completion
Employee information, contacts, education management
Employee salary history management
Employee promotion and designation history manage
Employee’s awards history management
Create and manage notes
Manage unlimited notes under Account, Company, or Opportunity
Create and manage multiple attachment
Manage unlimited attachment under Account, Company, or Opportunity
Send unlimited Emails
SMTP server setup
Manage unlimited emails under Account, Company, or Opportunity
Customer Support Ticket Management
Customer can register and create tickets with attachments
Support manager can log in and reply to the tickets
Logging ticket resolution time
Manage all ticket related functionalities
!!!!__UPCOMING FEATURES of CRM OS__!!!!
CRM OS Documentation
Our CRM OS is very simple and intuitive to use. You can start within a few minutes. A detailed Installation Guide is available inside the Documentation folder you download from Codecanyon once you purchase. You will also get a Quick Start guide there. By following the quick start you will be able to use the software easily. If you face any issues at any time of installation or using the software just contact us and we will support you as soon as possible.
FAQ – CRM OS
What do I get when I download?
You will get the FULL SOURCE CODE with all the features working.
Do I get updates for FREE?
Yes, all the future updates are FREE for LIFETIME!
Does it work on a local server?
Yes, it works on a local server. You just have to install Node.js runtime.
Do you support the item?
Yes, Please contact us at firstname.lastname@example.org for support. We’ll reply within less than 6 hours.
CHANGELOG – CRM OS
Date: August 29, 2023
Enhancements and Fixes:
-- Added: Customer Module
-- Introduced: Support Ticket Feature
-- Implemented: Customer Authentication Upgrade
-- Improved: Design Enhancements
-- Resolved: Major Bug Issues
Date: 20 June 2023
-- ADDED Notes Management
-- ADDED Attachment Management
-- ADDED Email Management
-- ENHANCED Contact, Company, Opportunity single page view
Date: 10 June 2023
-- Initial Release