Job Detail

The Main Functionalities of CRM Web APP :
– Login Page for Admin and Users
( Admin can give access to all contact of 1 user to another user or to give contact of 1 client from 1 user to another user , or give contact of 1 client to more than 1 user )

Functions on Page 1:
On CRM APP FIRST PAGE
implement the list of Clients, with Following Details

– N Phone
– Email
– Address
– Activity
– All Categories

– Date
– Name
– Zip Code
– Product / Service Rent

– Tasks

– Notifications

On the Top of the First Page we Need a Functionalities of Search BAR :
1. Search
2. organize by CRM number order.
3. Organize by activity
4. Organize By Category
5. Organize By Date.
6. Organize By Zip code.
7. Organize By Product & Service,

On First Page we Need a Button “ Add New Client “ to add New Client in the List


Functions on Page 2:
On Page 2 Each Task Define with its Name and Color, and its Starts With Task No 1:
And for Each Task We need a Check box with ” DONE or NO DONE TIC MARK “ If the Task is Done we will be able to tic on Done, By Default it will be tic on Not Done.

And on Page no 2 Each task Must have a Notification bar where we can click and check which task in done and which task is not done, and these notification must go on Page 1 under notification


Task No 1:
Task no 1 Implement a input Fields To put Client information like:
– N Phone – Email – Address – Zip Code – Activity – Name
when we enter number phone or email and if it’s already exist it show us that already exist with CRM number,     

                                                                                                                  

Task no 2 :
Task no 2 will be a Implement input Fields To put Client information like:
– Products Name ( and in this Fields we will be able to add multiple products like more than 1 for example if client purchasing 3 Products we will be able to write names of these 3 products, )
– Products Size ( in this Field will be able to Writes Sizes for Each Product )
– Description of the Products and Services ( a text Field where we can add Description of the Products )

Task no 3 :
– Contact Category
Implement a marking system to categorize contacts and track their quality based on user-defined labels such as (C: Client) C1, C2, C3, C4, (D: Distributor) D1, and D2. (Instalator) P1, P2, (Rent) R1, R2,

Task No 4:
– Link Photo of the Shop ( Implement a field where we can add the Link of the Photo of the Client shop ) ( the photo will be on google Drive ) ( we just paste here the Link of the Photo of the Client Shop )
– Link Address Google Map (  Implement a field where we can add the Link of the address Map of the Client shop )
– Link to Client Folder ( Implement a field where we can add the Link of the Client Folder ) ( the Folder will be on google Drive )

Task no 5:
Implement 3 Check fields for:
– Take a way ✔
– Delivery
– install
We must have the function to select 1 option with a tic, ✔

Task no 6:
– Field to add the Link to Send Catalogue ( Send Catalogue (H/D) : Link To Big Catalogue / Link to Catalogue by Activity / Link to catalogue by Products LINK )
Button to send Catalogue :
– Add action Button functionalities to enable users to send Emails, SMS, Viber & Whatsapp Google messages,

( this function will work like this, we should have action button, for example when we click on whatsapp we will redirect to whatsapp web with the number of that client to send message to that client through whatsapp )
( For Sending SMS ( when we click on the Button to send SMS it will Re-direct to Messages > https://messages.google.com/ )

TASK NO 7:

Joker Task : Implement a text box where we can add if anything is missing or required anything from client,

TASK NO 8:

Make Proforma invoice on Google Sheet and Link on CRM APP
– Implement a Field where we will put the link of Proforma invoice
– Implement a Buttons to send Proforma invoice,
action Button functionalities to send Emails, SMS, Whatsapp messages,

( this function will work like this, for example when we click on whatsapp we will redirect to whatsapp web with the number of that client to send message to that client through whatsapp )
– Implement a Field with Yes or No Tic checkbox, check if Email Received Mark Tic on Yes manually,

Task No 9:
Implement a Field where Links To Offers, Catalogue, Photos, Video LINK
– Add action Buttons functionalities to send Catalogue  Via Emails, SMS, Viber & Whatsapp messages,

( this function will work like this, we should have action button, for example when we click on whatsapp we will redirect to whatsapp web with the number of that client to send message to that client through whatsapp )

Task No 10:
– Ask to make the model (button) EMAIL & whatsapp button is just used to redirect on whatsapp Or Gmail
– Receive the Model and Upload it (button) Link of the Model, the Photos of the Model will be on Google Drive
– Send the Model to the client (Button) Ask for Confirmation, ( Button ) Whatsapp, SMS , Email
– Implement a Field with Yes or No Tic checkbox, if Confirmed by Client Mark Tic on Yes manually,

Task no 11:
Send the Proforma Invoice with Bank details or with link of Payment (button) – PayPal Strip ( We will create the Link of the Payment on our website – only need to send link of payment to client – with (Button) Whatsapp, SMS , Email 
– Implement (Button) Whatsapp, SMS , Email 
– Implement a Field with Yes or No Tic checkbox, if Payment Received Mark Tic on Yes manually,
– Send Facture to client / Email LINK, Implement a Field with Yes or No Tic checkbox, if Facture Send to Client, Mark Tic on Yes manually,
– If not received – Ask the client if need any more informations to invest (Button)  LINK Send Message to client Via, Whatsapp, SMS , Email ( this function will work like this, for example when we click on whatsapp we will redirect to whatsapp web with the number of that client to send message to that client through whatsapp )

Task no 12:
Send the confirmation of the order to the production (button)  LINK
– Implement (Button) Whatsapp,  Email & Implement a Field with Yes or No Tic checkbox,
– Production done, photo received, ( Photos will be Upload on Google Drive CRM Client Folder ) Upload it, send it to the client, put it in Catalog and SM (button)
– Send Photo to the client  LINK & Implement a Field with Yes or No Tic checkbox,

Task No 13:
If install: send message to depot (Kara) to prepare it (button) (Whatsapp Button when Click on it redirect to whatsapp web) LINK – Implement a Field with Yes or No Tic checkbox,

Send the offer to many Installers, ask for price, ask for the date of intervention, send the address of installation and ask to take a tour and dimensions, to prepare the installation (button)  (Email & Whatsapp) (Link to all Installers  contacts )  LINK – Implement a Field with Yes or No Tic checkbox,

Task no 14:
Product received ask the client the payment for the rest
– (button )  Email and whatsapp and SMS with a link of rest of the Payment ( when click on Whatsapp it will redirect to whatsapp web with the number of that client to send client link of payment )  – Implement a Field with Yes or No Tic checkbox,
– If Payment of the rest received mark as received, Implement a Fields Payment Received as
“ CASH “ “ BANK “ “ PAYPAL “  ” STRIPE “ “ OTHER.. “ Implement a Field Under Each with Yes or No Tic checkbox,

Task No 15:
If delivery Send Message for packaging and asking size (button)  (Whatsapp) KARA  LINK with the Photo of the Product, – Implement a Field with Yes or No Tic checkbox,
– Implement a Field to add Links to all transport companies: Upela. Cocolis. …   LINK  Implement a Field with Yes or No Tic checkbox,
– Send the waybills to depot (Kara) to print it and scotch on package (button)   (Whatsapp)  KARA  LINK – Implement a Field with Yes or No Tic checkbox,

Task No 16:
Ask the client / Confirmation of delivery / Photo when Installed / Google review   LINK
Button to Send Message to Client – Email – SMS – Whatsapp  Implement a Field with Yes or No Tic checkbox,

Task no 17:

Why don’t the clients buy?
Implement a Field with Yes or No Tic checkbox,
– Better Price out
– Not Buyer
– no answer on time
– No product for him
– Not good offer
– Not a buyer