Hi there,
Thank you for considering us for your CRM WebApp project. We have carefully reviewed the functionalities you require and are confident in delivering a solution that meets your needs.
For the client page, we will ensure that entering existing email or phone numbers immediately leads to the corresponding CRM number. Tasks will be organized by numbers (T1 to T35) with the ability to set dates, hours, and methods of completion. Alerts for pending tasks will be sent via email, highlighting the task number, CRM number, and required action.
Different tasks will have specific communication methods (email, SMS, WhatsApp, etc.), with tracking and recording features for each interaction. Clients will be categorized (C, D, R) with customized pages and task lists. Automatic task scheduling based on client responses will streamline workflow efficiency.
Client pages will include comprehensive details such as name, address, project date, activity, budget, and more. A universal "Joker Task" will provide standardized responses. Task management features include adding, removing, and modifying tasks, links, and communication methods.
The main page will offer filtering options by categories, dates, zip codes, activities, and task numbers. Admin privileges allow for seamless sharing of contacts and clients among users. User-specific access ensures data security and personalized user experiences.
Our team is committed to developing a user-friendly CRM WebApp that enhances your...