Y CRM
LIVE DEMO: http://ycrm.dealsdukan.com/
user: admin@dealsdukan.com
pwd: Admin123
FEATURES:
============
user: admin@dealsdukan.com
pwd: Admin123
FEATURES:
============
DASHBOARD
Dashboard presents all the processes in a
graphical way. They help you make crucial decisions by presenting relevant data
analyses on one screen. The list of preset widgets includes history, time
control, calendar, tickets, leads, and many more.
No other CRM system offers as rich choice of
widgets and as many additional options as Y-CRM. Flexibility of the system
allows for infinite possibilities. Thanks to functions available in the
administrator’s panel you can not only decide which widgets are visible to
which users, but you can also create widgets with filters.
The advanced widget management system allows
users to access the most vital information, and with one click delivers the
most up to date information to specific teams.
The Calendar module is used to plan and manage
all your business activities. It was developed with special attention to meet
the expectations of the most demanding professionals. It is equipped with all
the functions that are needed for effective time management as well as human
resources.
Thanks to tools that are available in the
admin panel, this module can be also customized to user’s needs. There is a
function that allows coloring entries, so event types, users, groups or modules
can be easily distinguished.
Y-CRM’s Calendar can be viewed as a month,
week or day, so tasks and events are presented in a transparent manner. It is
also possible to delegate tasks to particular users or groups and a shared
calendar allows viewing tasks scheduled for other users. Calendar can also be
displayed as a records list.
COMPANIES AND
CONTACTS
This functionality
consists of 6 modules:
- Leads
- Accounts
- Partners
- Vendors
- Competition
- Contacts
and they gather key information about
individuals or companies you cooperate with. This is one of the basic and most
important functionalities in the system and these modules should be the first
to be filled in when you start working with Y-CRM.
Leads are potential customers and if a contact
with a Lead turns out to be successful, it can be converted into an Account
(after changing to appropriate status). Every Account can be related to almost
any module in the system and one Account can be handled by various employees,
which significantly influences efficiency and allows them to focus more on
customers and their needs.
MAIL
Y-CRM has a built-in e-mail module, so you can
send and receive e-mails directly to your system. This guarantees high security
and ensures that all your e-mails are completely confidential.
E-mails can be easily related to Contacts,
Leads, Accounts, Partners or Competitors as well as to various processes and
subprocesses, so in a record’s preview you are able to see all e-mails related
to it. There is also a feature that allows you to switch mailboxes and it
helps, for example, support staff to handle their own mailbox as well as a
corporate support mailbox.
The system also offers a possibility to label
emails with particular colors, so when a user looks at it, he knows at a glance
whether it is a private or corporate e-mail, or whether he can take care of it
later.
This functionality consists of 9 modules:
- Opportunities
- Sales enquiries
- Sales requirements
- Calculations
- Quotes
- Sales Orders
- Recurring Sales Orders
- Vendor Enquiries
- Price Books
These modules help you to control the sales
process from the beginning to the end. It begins with an Opportunity that can
end either with success and conversion to a Sales enquiry or with failure. The Y-CRM
system guides a user through subsequent stages, so nothing diverts your
attention and you stop losing and start gaining.
Widgets from Dashboard also play an important
role in the sales process. They can reflect data from the system in a form of
graphs and you can easily, for example, compare sales for individual users or
particular months.
