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Deals manager is lead management system & sales crm for organise leads, deals, task,contacts,pipeline,files.Open Source software for convert leads to sales and make profit.

Awesome Deal Dashboard


TOP FEATURES:-

  • Multi Language Support
  • Drag Drop Deals between Stages
  • Drag Drop Stages
  • Admin & Staff Roles
  • Roles Permissions
  • Custom Fields for Deal , Contact & Company
  • Pipelines
  • To-do / Task Management
  • Contact – Company Management
  • Reports Pie Chart & Table
  • Export Deals , Contacts & Company
  • Deal Activity History
  • & More
Multi Language
  • Chinese
  • Dutch
  • English
  • French
  • German
  • Italian
  • Russian
  • Spanish
FEATURES:-

Pipeline:
Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
Stages:
Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.

Deal:
Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
Report:
See the report of deals in stages.Pie chart and table two types of reports.Check report of active deals,won deals,loss deals,price of deals.

Task Management:
Admin/User can create task.Assign task to User.Add task in deal.
Contact Management:
Create contacts and social details of contact.Add contact in deal.Add contacts in company.

Products:
Add products in applications and assign products to deal.Set product quantity and discount on products.
Sources:
Add deal sources in application and assign source to deal.Check all deals in source.

Support Tickets:
Your clients can be open support tickets and you can give comments on tickets.
Messaging:
You can send any private message to your client or client can send you any message.

Labels:
You can add labels to deal.Different color labels can add to make the deal unique.
File Sharing:
Add any number of files in deal and download that file later, add description to files.

Export:
Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
Companies:
Add the company in your application and also add contacts in that company.

Activity:
See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts.
Deal Activity:
In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete.

Discussion:
Can start discussion on any deal.The assign deal members can add comments in the discussion or reply to comment.
Notes:
Add your private note in deal.The note can be seen only by you.Admin or client both can add there note in deal.

DEMO LOGIN DETAILS

ADMINISTRATOR:-
Username admin@admin.com Password 123456
Staff
Username demouser@gmail.com Password david123
Client
Username client@gmail.com Password 123456
EASY TO INSTALL – SETUP WIZARD


HAPPY CUSTOMERS


CHANGE LOG

Version 1.2.1 (18 March 2016)
NEW - 7 languages (Chinese,dutch,french,german,italian,russian,spanish) added.
Fix - Small bug fixes.

Version 1.2 (12 January 2016)
NEW - user type staff, client
NEW - admin & staff role.Module Permissions
NEW - Calender with events & tasks.
NEW - SMTP & email notification settings
& more small modification.

Version 1.1 (10 November 2015)
NEW - Custom Fields for deal , contact, company
NEW - Dashboard changes to look better in different screen sizes.
Fixed - various bugs
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0daydown
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