Open Source Laravel CRM & Project Management – Upping CRM 9.3.3

Open Source Laravel CRM & Project Management – Upping CRM

Xfinity CRM is a feature-rich Client Relationship Management System that is specially designed for small businesses. It enables you to make valuable relationships with your client, by managing leads, contacts, tasks, and events within one application. Powerful search systems help you to find your missing client using any piece of information. Xfinity CRM easily fits into your organization’s needs by allowing you to manage custom fields. It also adopts the color of your organization by allowing you to change its theme.

Contacts

In this section, you can add a new client. Login to this application. The existing contacts can be modified and updated.

• Manage Contact
• Contact based tasks
• Contact based events
• Export Contacts

Leads

Keep track of leads in one place and easily follow their progress. Existing leads can be modified and updated

• Create Leads
• Filter Leads
• Export Leads as CSV
• Manage and assigning Leads

Events

Built-in Events Management System let's you digitally organized your tasks and events within Xfinity CRM.

• Shared and Private Calendar
• Google Calendar Integration
• Drag and Drop update
• Multiple Calendar Views

Tasks

Organize your tasks in stages and change stages easily with drag and drop. Assign and Sync task with Google without leaving CRM.

• Prioritize tasks by drag and drop
• Filters to manage tasks easily
• Sync with Google Calendar
• Manage task easily with friendly UI

Global Search

Global search provides option to select modules to perform a search. Search can be performed in single as well as all modules.

• Ajax search option
• Search result are optimized
• Search count and pagination option
• Select modules to perform search

Theme Settings

Provide option from changing button color to background-color. In-short modify look and feel of CRM according to your brand.

• Modify CRM color to suit your brand
• Change Primary color
• Change Secondary color
• Button text color

Language Translation

People from different countries are working in your organization. Xfinity CRM lets you add languages dynamically.

• Create language
• Adding languages dynamically
• Manage languages
• Add languages of diffrenrt countries

Calendar Settings

Different settings are available in calendar to managing tasks and events easily. Xfinity CRM let you add manage your calendar according to your need.

• Assign different color to mange task
• Enable/ Disable Google Calender
• Manage Views of Calender
• Default Events status and Tasks activity

Profile

Xfinity CRM let your organization's employee to manage their profile. CRM users can modify or update their information.

• Change profile picture
• Change email address
• Change profile name
• Change password

Custom Fields

Custom Fields make Xfinity CRM richer to manage your contact, lead, a task as per your demand.

• Add new fields to any module
• Modify existing fields from modules
• Delete unnecessary fields
• Add section of fields to module

Roles

Xfinity CRM lets you create Roles and Permissions according to your organization's needs.

• Control access of people
• Control access to each feature
• Create New Role
• Create role as much as required

User

Xfinity CRM provide easy to use a module to manage user of CRM. Moreover, provide an option to assign roles and permission to each user.

• Manage user in single screen
• Assign Role and Permission
• Create User
• Delete User

Importer

Xfinity CRM give ultimate freedom from annual fee and lets you host your own CRM with just one-time payment.

• Select module you want to import
• Import data in CSV format
• Compatible to use Data of any CRM
• Large Data file supported