Benefit from OSM CRM software:
OSM-CRM is a Customer Relationship Management software that facilitates ease in keeping a tab on leads Activity, Employees Activities, project progress. Maintenance of projects becomes easier by assigning leads to concerned clients. Achieve a clear and efficient workflow with this effective CRM tool with lead and sales management.
What to expect from OSM CRM – Lead and Business Management Tool
- A visually attractive dashboard to understand business activities
- Kanban board management for managing Leads and Tasks
- Ease in client assigning for generated leads
- Manage invoice and expenses on multiple projects along with client
- Restriction on client and Employee permissions
- Curation of various roles for users by selecting permissions on various modules
- Checklist method for task achievement by creating milestones
- Maintenance of personal notes for easy reference
- Availability in multiple languages makes it a tool accessible on global platforms
- Add currencies according to requirement as well as company profile setting for invoice purpose
Salient features of OSM CRM :
An efficient dashboard
Get an overview of total leads, projects, invoices and staff along with a reminder list of Top due payments, projects, and tasks of an organization. Task overview graph shows weekly task achievements whereas a project pie chart will give a visual status of various projects undertaken by a business.
Multi-user and Multi-client
Appoint multiple users on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions. Assign multiple clients on the same deal. Thus, multi-user, multi-client feature facilitates ease in deal management.
Add users and clients by assigning roles and restricting permissions
Create new users and control their access to certain parameters by assigning them roles. Similarly, you could restrict the client’s access to projects by allowing them selected permissions. Thus, users and clients could access the project within prescribed limits.
Manage leads based on clients
Manage various generated leads through Multiple stages of the Kanban Board system. Assign the client and user on concerned lead and select from a list of lead generation sources. Make important notes and fix the price of an individual lead.
Manage new expenses by selecting from various categories on given deals. Assign the user to an expense and keep a clear tab on an amount and date on which the given expense occurred. A file could be attached to support evidence. Update existing expenses in case of any change.
Add users and client on projects
This feature enables the user and clients to only see the permitted project, lead, and invoice as and when they log in with their separate id’s.
Available in multiple languages
Add and customize the tool from the list of available languages. It facilitates global usability.
Create new projects
Create new projects on the basis of generated lead by assigning users and budget to it. Set deadline for the selected project. Add labels and detailed product description to avoid confusion.
Manage multiple tasks of the same project through Kanban board system. Create new tasks under milestones by setting a priority and due date. Create a checklist to measure the progress of a task. Attach important files and add comments.
Get numeric accuracy on project’s budget and expense along with a statistical display of progress, tasks and remaining days.
Change the status of the project with a simple drop-down menu and create milestones on a particular project. Add users and restrict client permissions. Upload essential files and keep a tab on project activity
Create an invoice for projects by assigning due dates and tax rates. Edit existing invoices by adding additional items. Add payments through available payment modes. Manage tax rates according to company standards.
Manage new expenses by selecting from various categories on the given project. Assign the user to an expense and keep a clear tab on an amount and date on which the given expense occurred. A file could be attached to support evidence. Update existing expenses in case of any change.
Customize your system settings by adding your currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.
System setup / Constant
Under system setup settings, manage lead and project stages by assigning them unique color. Create sources of lead generation and add payment methods to your system. Manage various expense categories and create product units according to business needs.
Please send support requests here:- support @cfcsoftware.com for any issues, questions or suggestions. To save time and get quick feedback.