CRM Software Demo

CRM Software is a customer software solution system that manages customer interactions and relationships with both current and potential customers. In PHP CRM you can manage leads, opportunities, customers, call logs, appointments, quotations, invoices, support tickets, expenses, private notes, accounting reports, customer and staff login, multiple currencies, multiple languages, and many more.

PHP CRM is a versatile software utilized by organizations of all sizes, offering comprehensive management of customer interactions. It serves as a centralized hub for storing customer and lead information, identifying sales opportunities, and recording crucial data. With PHP CRM, organizations can enhance existing customer relationships while fostering connections with future clients. This software facilitates the collection, storage, and management of customer information, providing essential functionalities such as lead management, opportunity tracking, customer relationship management, inventory management, helpdesk support, newsletter distribution, report generation, staff administration, setup configuration, and activity management system integration.

FREE CRM SOFTWARE SYSTEM DEMO

The primary advantage of a demo during CRM software selection is its ability to showcase not just the features and functions a solution offers, but also how these are implemented. This demonstration provides a clear picture of how the software helps businesses stay on track and aligns with customer expectations.

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    PHP CRM

    Best CRM Software

    Self-Hosted.
    Secure Admin Login.
    Unlimited Quotation.
    Unlimited Leads Creation.
    Unlimited Invoice Creation.
    Unlimited Customers Creation.
    Unlimited Help Desk System.
    Unlimited Staff Management.
    Unlimited Tax Management

    CRM Software Features

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    Self Hosted CRM Software

    Self Hosted or On Premise CRM.
    100% Secure Encrypted Source Code.
    Lead Management.
    Opportunity Management.
    Customer Management.
    Support Ticket Management.
    Account Reporting Management.
    Customer & Staff Login.
    Web API Integration.

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    PHP CRM - Features

    Lead Management System

    Lead management system is used to manage the leads of the organization. Leads are those who are interested in doing work with your company. Leads refer to an individual who might become your customer, but currently is not. Leads are usually converted to opportunities by lead management systems. In the lead management system, you can store the information of call records, contact records of leads, and notes also. Lead management system helps you collect leads and make them qualified to move your business to the next process.

    Attendance Management System

    Incorporating an Attendance Management System within PHP CRM elevates organizational efficiency by seamlessly integrating employee attendance tracking into existing workflows. This system empowers employees to conveniently log their attendance through the CRM platform, facilitating real-time monitoring for managers. Key features encompass clock-in/clock-out functionality, absence management, leave tracking, and automated attendance reporting.

    Customer Management System

    The customer management system is used to manage the data of customers. The customer management system manages the relationship between customers and the organization. A customer is a person who is ready to buy products or services from your organization. Customers can be a lead and an opportunity.
    The customer management system is beneficial for an organization as it provides the facility to store the contacts and call records of the customers. This system stores appointment records and provides the facility to send a new appointment to a customer. With this system, you can send new quotations to your customer as well as this system keeps all quotation records, and invoices records of the customers. It stores all the documents and files of the customer. And you can save the expenses and notes also. It provides the facility to view the login history of the customer.

    Inventory Management System

    An inventory management system manages the stock/products of the organization. This system stores all the products of the organization. It keeps records of the category of the products along with their price and tax. An inventory management system is a tool for organizing the data of products such as product category, product price, and tax. In an inventory management system you can manage the taxes and the classes of the taxes.

    Help Desk Management System

    The help desk management system is used for complaints, queries, and services to the customer within an organization. This system gives the information of customer inquiries. This system allows the customer to create a ticket when any customer has any issue. It handles customer’s internal or external queries. It helps you organize all customer requests within the organization. It is the easiest way to communicate with customers through tickets. Customers can create their ticket and send it to the help desk management system.

    Accounting Management System

    In PHP CRM, accounting reports management system manages the financial status of the organization. Accounting reports are compilations of financial information that are derived from the accounting records of a business. It displays the financial status of the business at present or over a specific period of time. It includes data like transactions, operational costs, product profitability, and regional sales. Report management system gives the functionalities of customer report management system. In this module you can get the customer report as well. It provides the facility to get lead reports, customer reports, and opportunity reports.

    Newsletter Management System

    The newsletter management system is a tool used to communicate with staff and customers. This functionality of PHP CRM can be used to deliver the information of new launch product to the customers. It keeps customers up-to-date with new products and service updates. It provides valuable information such as public service announcements, and daily news. It includes information about weather forecasts, and interviews.

    Staff Management System

    Staff management system is the process of managing all employees in the organization. Staff is a term for employees working for an organization. It provides the facility to add new staff and manage previous staff. This system assigns a role to their staff. Keep all of your staff documentation in one safe and easily-accessible staff management system. It maintains employee details easily.

    CRM Configuration

    Set-up management system manages the interrelated part of the PHP CRM. It is the process of managing the activity of PHP CRM. It keeps records of the details of the company. It shows all the details of the company. It provides the functionality of email configuration. Email configuration is the best way of communication. It transmits email over the internet. It provides the facility of payment providing payment method email such as PayPal email. It also gives SMS facilities by providing mobile numbers, SID, and tokens. SID is the unique ID for any message successfully created. Token is used for security purposes. It is used to authenticate or verify a user.
    The set-up management system is a process of maintaining the software’s settings. You can provide the functionality to the software. It provides the details of the country, currency, and departments. You can set a group expenses category, banner, and IP security. It shows the details of blocked and allow IP. Department section shows the department’s record of the organization. Expenses category section gives information about the category of expenses, which type of expenses are provided by the company. It provides the details of the source such as by company, friend of friend, twitter and so on.

    The Activity Management System provides a comprehensive overview of all activities conducted by authorized personnel within the company. It serves as a vital tool for tracking and recording various actions undertaken throughout the day. Activity management entails documenting every task executed by authorized individuals within the software interface. By utilizing this system, users can discern specific activities conducted by each individual, including editing, writing, updating, and more. Moreover, the system meticulously logs pertinent details such as IP addresses, timestamps, and dates, offering a comprehensive record of all activities performed within the software platform.

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    PHP CRM Software – PHP CRM Script – PHP CRM System

    PHP CRM software stands out as the premier web-based solution for small and medium businesses seeking to implement client-centric strategies. Effective management of customer relationships is paramount to business success, and CRM, short for Customer Relationship Management, is a pivotal software solution designed to streamline this process and save valuable time. With PHP CRM software, businesses can effortlessly save and manage information about both current and potential customers, enabling seamless communication and follow-up efforts. Our free CRM software is tailored to empower businesses in servicing existing clients while also facilitating the conversion of leads and prospects into new customers. Take advantage of our FREE CRM Software Demo and experience the efficiency and effectiveness of PHP MySQL CRM Software, a self-hosted solution designed to elevate your business operations.

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