CRM Module for IsleBooks POS - Customer Relationship Management
CRM, which stands for Customer Relationship Management, is a crucial tool for managing interactions with your customers and suppliers effectively. Here are the features of the CRM Module for IsleBooks POS:
Follow-up:
- You can set up follow-ups for leads, customers, and suppliers.
- Follow-ups can be one-time or recurring.
- Follow-ups can be based on pending, partial, or overdue invoices.
Leads:
- Add, edit, or delete leads.
- Convert leads into customers.
- Track where your leads are coming from (e.g., Google, Facebook) to understand the sources of new customers.
- Monitor the life stages of leads, such as New, Qualified, Opportunity, etc.
Campaigns:
- Run email and SMS campaigns to engage with your contacts.
Contact Login:
- Enable multiple logins for customers and suppliers.
- Contacts can log in to access their previous orders, purchases, sales, payments, and ledger information.
Proposal:
- Create proposal templates with subjects, body content, and attachments.
- Send proposals to leads.
Reports:
- Generate reports on follow-ups by user and contacts.
- Track the lead-to-customer conversion process.
- Manage contact login users.
To add a contact login:
1. Navigate to CRM > Contact Login tab.
2. Click the "Add" button, and a pop-up window will appear.
3. Provide the required details in the pop-up window and save it.
URL for contact login users of CRM:
Contact login users can access the same login page as other users of the POS: https://pos.islebooks.mv/login. This ensures a consistent login experience for all users, including those using the CRM module.
Incorporating the CRM Module in IsleBooks POS will help you maintain strong customer and supplier relationships, streamline communication, and improve overall business efficiency.