Client project
Client CRM
A client’s software supporting quotations and customer management.
CRM dashboard, with client branding and commercial data obscured.
View full-size image (opens in a new tab)About this project
A client CRM project bringing enquiries, customer relationships, quotations and related project work into one application. It keeps the context of an enquiry alongside the follow-ups, proposals and project records that follow.
What it covers
- Customer and contact management, lead stages and activity records.
- Quotation status tracking and version records for following revisions.
- A document library for supporting files.