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HARTS MIS Tool-CRM

This project has been awarded to auriclesoft09 for $1230 USD.

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Project Budget
N/A
Total Bids
5
Project Description

Please view the attachment.

In Scope-Modules-(Reduced-Functionality)

• Master data

o Leads-P2

o Accounts-P3

o Contacts-P4

o Product Master-P5

 License Inventory Management-P10

• Generate License serial codes for different product types

• Generate Authorization Codes

• Automated e-mail reminders when license expires

• Transactional Data

o Forecasting-P11

o Quotes-P7

o Sales Order-P8

o Invoice-P9

o E-Mail

 E-mail Integration-P6

 Mass e-mail-P13

 E-mail authorization link and code

 E-mail alerts-P12

o Search Function

 By Account name

 By sales order number

• Admin Setup

o My Company Profile /My Personal Layout-P0

o User Management-P1

o Configuration

o Organizational Setting

o Website Integration

• Report Dashboards

Awarded to:

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