Download CRM module for UltimatePOS
CRM Module for UltimatePOS
CRM stands for Customer Relationship management

Features:

 

Followup

1. Followup with Leads, customers & Supplier
2. One-time followup
3. Recurring followups
4. Followup based on Pending/Partial/Overdue invoices

Leads

1. Add/Edit/Delete leads
2. Convert leads to customer
3. Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
4. Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)

Campaigns

1. Email & SMS campaign

Contact Login

1. Multiple logins for customers & suppliers
2. Contact can check previous orders, purchases, sales, payment & ledger.

Proposal

1. Create proposal templates with Subject, Body & attachments
2. Send proposal to leads

Report

1. Follow-ups by user
2. Follow-ups by contacts
3. Lead to customer conversion

 

Quote

Version Log:

V 3.0 – Released June 7, 2024

1. NEW: Updated as per new design.
2. NOTE: You must update UltimatePOS to V6.x before updating the module to this version.

 

CRM_v3.0.zip

thanks