A powerful and user-friendly CRM (Customer Relationship Management) Portal designed to streamline your entire business workflow—from lead generation to final invoicing. This all-in-one platform helps businesses efficiently manage customers, sales pipelines, tasks, and financial documents with ease.
Key Features
Secure Login & User Management
Role-based access system with secure authentication, allowing Admin, Sales, and Team Members to access features based on permissions.
Interactive Dashboard
A smart dashboard displaying real-time insights such as total leads, deals, revenue, pending tasks, and performance analytics.
Lead Management
Capture, track, and nurture leads efficiently. Convert potential customers into deals with a structured workflow.
Deal / Opportunity Management
Monitor your sales pipeline, track deal stages, and close deals faster with better visibility.
Task Management
Create, assign, and track tasks with deadlines and priorities to ensure smooth team collaboration.
Product Management
Maintain a centralized database of products/services with pricing, categories, and details.
Sales & Billing Modules
Quotation Management
Generate professional quotations for clients with itemized details and pricing.
Proforma Invoice
Create proforma invoices for pre-sales communication and approvals.
Invoice Management
Generate invoices, track payments, and manage billing seamlessly.
Additional Features
- Document Management (upload & attach files)
- Notifications & Alerts system
- Reports & Analytics
- Calendar & Activity Tracking
- Email Integration
- Mobile-friendly responsive design
- Workflow Automation
Benefits
- Improve customer relationship handling
- Increase sales efficiency and conversion rates
- Centralized data management
- Save time with automation
- Better decision-making with real-time insights
ONCE BUY - LIFETIMES UPDATE FREE
AFTER BUY THIS PRODUCT FREE INSTALLATION - ON SHARED HOSTING OR VPS HOSTING
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Item Information
- Last Update
- 08 Apr 2026
- Created
- 08 Apr 2026
- Category
- CRM
- Compatible Browsers
-
Opera,
Safari,
Chrome,
Firefox,
Internet Explorer - Package Includes
-
CSS,
HTML,
PHP,
JAVA,
MYSQL - Tags
- CRM, Sanvinexa CRM, CRM Portal, CRM Management,