You are a salesperson, a delegate, a representative brand, ProspectProManager was conceived for you in a customizable way to give you the ability to easily manage your prospects and partners. You can easily plan your appointments and visits and tape your reports and send them by email to your manager.
To save time, ProspectProManager allows you to export and import easily your prospects, customers and suppliers to or from an Excel file.
You want to export your events? With ProspectProManager you can filter events and export to an EXCEL file in order to integrate them into another external tool.
With the statistics functionality, you can follow the daily variation, monthly or yearly for your events and compare it with previous years.
- Prospects Management
- Customers Management
- Suppliers Management
- Events Management
- Management Event Alert
- Sending reports and events by email
- Management of events exports
- Import / Export prospects
- Import / Export customers (http://www.youtube.com/watch?v=Cdd9ITRuyC8)
- Import / Export suppliers
- Sending of exports by email
- Management Setup: logo, company stamp, Tax ...
- Statistics of events by day, month, year and/or prospect/customer/supplier
- Ability to add a prospect, customer or supplier from a contact.
- Backup and restore the database
To improve this application, do not hesitate to send me your requests to add features, feedback, comments or bugs / problems (email@example.com).
The admin can grant permission on the rescheduled dates and allocate tasks for his employees through a web interface. The admin may also track the location of the employee. The location of the employee visiting a client will be automatically sent to the server after a fixed time interval. The admin can track his employee’s geographical location from time to time on a map in the web interface.
Admin can also generate day to day/weekly/ monthly and quarterly reports based on employees performance.
• The employee can update the status of their visits and purpose through the application, which the admin can check on the web interface.
• He may edit/update status of the visit like rescheduling appointments, successful or unsuccessful payment collections
• Allows to generate MIS statistics and reports for the day/week/month/quarter based on the number of visits, feedback etc.