CRM Flow Chart Prototype

1.1 Company Profiles

  • Company Name
  • Address
  • Contact Details:
    • Telephone
    • Email
    • Social Media Links
  • Contact Persons
  • Branches with Separate Contact Persons

1.2 Branches

  • Branch Name
  • Branch Address
  • Branch Contact Person

1.3 Search & Filter

  • Search by Name
  • Search by Company Name
  • Search by Keywords
  • Other Criteria

1.4 Import & Export

  • Import Data from:
    • Excel
    • CSV
  • Export Data for:
    • Backup
    • Analysis

1.5 Advanced Functionalities

Interaction Tracking

  • Register Emails
  • Log Telephone Calls
  • Record Appointments
  • Quotes
  • Invoices

Link Documents

  • Contracts
  • Quotes

1.6 Tasks & Communication

Tasks

  • Follow-Up Tasks
  • Reminders for:
    • Sending Quotes
    • Calling Customers
    • Scheduling Appointments

Communication Tools

  • Email Marketing
  • SMS Messaging
  • WhatsApp Integration