- Lead Management System
- Customer Management
- Customer Follow up
- Appointment Management
- Files Management System
- Quote Management System
- Invoicing System
- Expense Management
- Inventory Management
- User Management System
- Work Management System
- Attendance Management System
- Customer Help Desk System
- Accounting Report System
- Tax Management System
- CRM Software Security
- Activity Management
- Email Marketing System
PHP CRM Setup
The PHP CRM Setup describes the ability for administrators to manage Company Details, Templates, Email Configuration, WhatsApp, Notifications, Country, Currency, Departments, Groups, Expenses Categories, Sources, and Banners. Setup management is essential because it contains all the information about the company and configurations for Email and WhatsApp communication.
To add a Company Details, go to the Setup -> Click on the Company Details and submit the Company Details, Logo & Title, System Default.
To add Country, go to Setup -> Click on Country -> Add New Country and submit the country name. Here you can edit or delete the Country name.
To add Currency, go to Setup -> Click on Currency -> Add New Currency and submit the Currency name, sign. Here you can edit or delete the Currency name.
To add Department, go to Setup -> Click on Department -> Add New Department and submit the Department name. Here you can edit or delete the Department name.
To add Group, go to Setup -> Click on Group -> Add New Group and submit the Group name. Here you can edit or delete the Group name.
To add Expenses Category, go to Setup -> Click on Expenses Category -> Add New Expenses Category and submit the Expenses Category name. Here you can edit or delete the Expenses Category name.
To add Source, go to Setup -> Click on Source -> Add New Source and submit the Source name. Here you can edit or delete the Source name.
To add Banner, go to Setup -> Click on Banner -> Add New Banner and submit the Banner name, Banner Photo. Here you can delete the Banner.
