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Sale features list

Customer features list

Upport CRM – User Friendly Sale Management

Upport is a strong buyer relationship administration that developed by consumer’s suggestions and actual wants. Upport CRM might help you to sale extra with options that offered.

Feature List

• Customer Management: You can add lead, account and get in touch with simply in CRM and maintain relationship between contact and account. You can search in the entire clients by all fields that crammed simply with one click on. You can assign a colour customized evilge to each buyer. Also, you’ll be able to customise clients desk listing columns by your wants.

• Kanban Opportunity Management: You can see all present alternative in single view and observe it. You can change stage of every alternative by drag-&-drop its card. Also you’ll be able to append new observe to alternative simply.

• Sale Management: : You can connect quote, bill, buy order and sale order to your alternative and export as PDF and ship it in your buyer. You can convert quote to bill or sale order.

• Calendar: With customized calendar you’ll be able to see all holidays in future days and in weekly view add reminders simply and edit it.

• Report Builder: With Report Builder you’ll be able to create customized report with none SQL language information. You can filter knowledge by your wants and get sum, max, min, common of your knowledge.

• Dashboard: We present helpful widget and gage to analytics your gross sales group. We attempt to add different helpful gage to dashboard with buyer’s suggestions.

• Inventory Management: You can add all providers and merchandise with its distributors to deal with bill, quote, sale order and buy order. Also, you’ll be able to import all product from Excel file simply with multi-click on. In this part, we management the quantity of stock inventory to inform earlier than that unavailable.

• Notification Management: In Upport for every occasion we outlined a notification that despatched as SMS, Panel and Email template. You can customise every notification template and outline sending methodology.

• Customer Additional Fields: Don’t fear about customized area in account or contact kind. You can add customized further fields simply and use it in filter part or report builder. Now you’ll be able to outline a number of area kind like cellphone, quantity, textual content, …

• Integration with IP-PBX: : Upport can combine with Asterisk IP-PBX to click on-to-name and present Caller-ID and specification of buyer that referred to as. It’s helpful for save time to register buyer actions.

• Integration with SMS, Email: You can ship SMS and Email to buyer from buyer particulars web page.

• Import Data: You can import contacts, accounts, leads and merchandise from Excel file simply with a number of click on.

• Auto Backup: Don’t fear about knowledge catastrophe. With auto backup function of Upport you’ll be able to set schedule to automated backup from database and attachments.

• User administration: You can outline all technician or sale particular person customers with all their properties.

• Define Custom Role Permission for every Technician: : You can outline position and each position can embody some permission like create, learn, replace, delete then assign to technician or sale particular person.

• @point out technicians in observe: You can use @user_name construction to insert title of individuals then Upport notify individuals that talked about in observe.

• Multilanguage Support (RTL & LTR): Now Upport help from three languages: English, Spanish, Arabic with help bi-directional RTL and LTR.

• Responsive UI & User Friendly: Upport UI relies on responsive CSS3 construction and help cell, pill, desktop, giant desktop display screen.

Requriments

• PHP Version 7.Zero or 7.1 or 7.2

• MySQL Database

Road Map

• Contract Module

• SLA for Tickets

• Business Rule

• Project administration

Change Log

Version 2.1
        -Added User group permission 
        -Added User group in ticket
        -Changed and improved present tickets web page
        -Synced Lead area with Contact and Account fields
        -Fix some bug

Version 2.0
        -Added SLA for tickets 
        -Added degree for tickets
        -Added affect for tickets
        -Added precedence matrix for ticket
        -Improve clients filter
        -Fix some bug

Version 1.8
        -Added actions in present objects web page 
        -Added Contract Module
        -Added Contract plan
        -Fix some bug

Version 1.7
        -Add Contact Profile 
        -Add Ticket Module for Contacts  
        -Add Portuguese Language (Special Thanks to Mr Marito oliveira for translate recordsdata)  
        -Fix some bug

Version 1.6
        -Add ExerciseLog  
        -Add Email Template  
        -Add Date Filter on Opportunity Kanban  
        -Fix some bug

Version 1.5
        -Add Ticket module  
        -Add ship and obtain e-mail on Ticket 
        -Fix some bug

Version 1.3
        -Add Tinquire of module  
        -Add ship and obtain e-mail on leads  
        -Fix some bug

Version 1.2
        -Add Opportunity Additional Field  
        -Add Lead Additional Field  
        -Add Web Installer 
        -Support PHP model 7.2.*  
        -Export PDF with class & header and non-header  
        -Receive and reply mail in alternative particulars

Version 1.0.1.17
        - Initial launch 

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