CRM Module

Responsible	Masyita Adlin Putri
Last Update	01/19/2025
Completion Time	2 hours 8 minutes
Members	7

Course

Dashboard
- CRM - CRM Dashboard
  
  Preview
Opportunities (Leads/Pipelines)
- CRM Module - Stages Management
  
  Preview
- CRM - Lead Monitoring
- CRM - Hash Quality Score
- CRM - Pairing Salesperson per Lead
- CRM Module - Interested Products for Quotation
  
  Preview
- CRM - Restore for secondary or recycle lead
  
  Preview
- CRM - Lead Otomation Probability per Stage
  
  Preview
- CRM Module - Whatsapp For Leads Generation
- CRM - Whatsapp Customer Service for Quotation and Lead
Activity
- CRM Module - Activity Tracking & Reminder per Lead per Salesperson
  
  Preview
- CRM Module - Meetings & Call Log Tracking per Lead
  
  Preview
- CRM - Integration Lead to WA chatroom
  
  Preview
Meeting
- CRM - Meeting Calendar Overview
- CRM - Set a meeting marker for lead
  
  Preview
- CRM - Meeting Reschedule
  
  Preview
- CRM - Autofollow up for overdue activity
  
  Preview
- CRM - Meeting Summary
- CRM - Meeting Done Otomation
KPI Sales Person - Activity
- CRM Module - Activity Target
  
  Preview
Reporting
- CRM Module - Won & Lost Reasons Analysis
- CRM Module - Lead Standard Transaction Data
- CRM Module - Leads Pipeline Pivot Analysis
- CRM Module - Sales Person GPS Tracking
- CRM - Meeting Analysis
Mobile Apps
- CRM Mobile Apps (Old Version)
  
  Preview
- CRM Mobile Apps (New Version)
  
  Preview