CRM Enterprise Edition in Desktop Application (With Source Code)
CRM Enterprise Edition in Desktop Application (With Source Code)
CRM Enterprise Edition in Desktop Application (With Source Code)
CRM Enterprise Edition in Desktop Application (With Source Code)
CRM Enterprise Edition in Desktop Application (With Source Code)
CRM Enterprise Edition in Desktop Application (With Source Code)

CRM Enterprise Edition in Desktop Application (With Source Code)

Regular price $499.00 Sale

Attention: DevExpress v20.2.6 is mandatory, you can not edit and open the source code if you don't have valid DevExpress v20.2.6 universal subscription license. 

Introduction

CRM - Is Customer Relationship Management. CRM app is an app to manage customer, campaign, activity, lead and opportunity. Not only record data to streamline the business process, but also providing modern tools to get better insight and get picture of your business at a glance.

Modern Tools Features

Feature-rich UI/UX

Elegant, high-impact user experience and abilities to emulate the capabilities of today's most popular business and productivity app.

Customizable Dashboard

Enable user to customize dashboard to meet their needs for better interactive data visualization.

Multiple Views

An intuitive multiple UI views, designed for sales team to get better insight of their sales activities and to make smarter decisions.

  • Grid View: Rich capabilities for displaying and shaping data with excel like filter feature.
  • Chart View: Get to know exactly sales team performance with data visualization.
  • Calendar View: Multiple calendar view with reminder capabilities for better activities organization. 
  • Pivot View: Display cross tabular report that presents multi-dimensional data in an easy to read format. 

Flexible Security System

Configure permission in a role and assign it to user. Each user should have a role that define access to object type, navigation menu and action.

 

Functional Features

Below are functional features provided in this CRM app.

Contact Management

Contact management module providing tools to manage contact related tasks such as recording individual or company contact, internal company contact, vendor contact and customer contact. 

 Columns Summary
Name It can be person name or company name.
Title Title abbreviation for person.
Job Position Person job position, example: Sales Manager, Supervisor etc.
Internal Code System auto-generated number sequence.
Specification It can be: Individual or Company.
Type It can be: Internal Company, Vendor, Customer.
Company Parent company for individual spec contact.
Default Address Selected default address from multiple address contact link.
Address Status It can be complete or not complete.
Photo Profile picture for individual, logo for company.
TaxID Registered tax identification number.
Industry Contact area of expertise.
Reference Additional reference for miscellaneous purposes.
Opportunities Related opportunities regarding this contact.
Address Registered multiple address.
Tags Tags related contact.
Note Internal note regarding contact.
Audit Trail Data change audited log.

 

Opportunity Management

Opportunity management module providing tools to manage opportunity, pipeline, status, probability and related activities. Provided also marketing related indicator such as marketing medium and lead source.

 Columns Summary
Name Opportunity name.
Currency Opportunity amount currency
Expected Revenue Revenue expected from opportunity
Recurring Revenue Recurring revenue plans (monthly, yearly, etc).
Expected Recurring Revenue Revenue expected from recurring revenue plans.
Internal Code System auto-generated number sequence.
Opportunity Status It can be: InProgress, Won, Lost.
Pipeline Opportunity pipeline stage for pipeline management.
Customer Customer related to opportunity.
Customer Email Customer email address.
Sales Person Person dedicated to manage and follow up opportunity.
Sales Team Team dedicated to manage and follow up opportunity.
Probability Quantitative measure of opportunity winning probability.
Open Date Date when opportunity start to recorded and follow up.
Expected Closing Date Date when opportunity expected to close.
Actual Closing Date Actual opportunity closing date.
Days to Close Number of days need to close opportunity.
Priority It can be: Low, Medium, High.
Activities List of activity and task in effort to close win the opportunity.
Proposals Quotation offer to client related to this opportunity.
Tags Tags related to opportunity.
Extra Information Detail contact and address information.
Marketing Contains campaign, medium, lead source and lead.
Notes Internal notes related to opportunity
File Attachments Centralized document management related to opportunity such as contract, brochure and product knowledge.
Audit Trail Data change audited log.

 

 Actions Summary
Mark as Lost Mark opportunity as lost opportunity.
Mark as Won Mark opportunity as won opportunity.
Reset InProgress Reset opportunity status to InProgress.
Pipeline Change pipeline stage.

 

Campaign Management

Campaign management module providing tools for recording budget and target revenue.

 Columns Summary
Name Campaign name.
Start Date Campaign starting date.
End Date Campaign ending date.
Budget Amount Budget amount for the campaign.
Target Revenue Amount Expected revenue amount from the campaign.
Campaign Status It can be: InProgress, Done, Postpone.
Description Campaign guide and description.
Audit Trail Data change audited log.

 

Activity Management

Activity management module providing tools to manage activity schedule and reminder notification.

 Columns Summary
Subject Activity subject title.
Activity Progress Activity progress status, it can be: InProgress, Done, Postpone.
Start Date Activity schedule start date.
End Date Activity schedule end date.
Opportunity Opportunity related with the activity.
Activity type Type of activity, example: call, meeting, email, demo.
Reminder Reminder notification configuration.
Description Activity detail description.
Audit Trail Data change audited log.

 

Proposal Management

Proposal management module providing tools to manage proposal quotation offer to client.

 Columns Summary
Name Proposal name, it can be used internal code also.
Internal Code System auto-generated number sequence.
Proposal Date Proposal started date.
Proposal Date Expired Proposal expired date.
Customer Customer who request the quotation.
Opportunity Opportunity related to proposal.
Address Street address.
City City.
State Province State or province.
Zip Code Post code.
Country Country.
Phone Phone number.
Mobile Mobile phone number.
Email Email address.
Website Website URL address.
Proposal Status It can be: InProgress, Won, Lost.
Currency Currency.
Total Proposal total amount.
Proposal Lines Detail product and service with quantity and unit price
Description Proposal description
Audit Trail Data change audited log.

 

 Actions Summary
Set Progress For setting proposal progress.
Print Proposal For printing proposal document.

 

Lead Management

Lead management module providing tools to manage lead and it conversion to opportunity. 

 

 Columns Summary
Name Lead name, or it can be use internal code also.
Probability Lead winning probability.
Internal Code System auto-generated number sequence.
Company Name Name of client company name.
Assignment Date Starting date when task to follow up begin.
Closed Date Expected closing win date.
Mobile Mobile phone number.
Phone Phone number.
Email Email address.
Website Website URL address.
Contact Name Client contact name.
Title Contact title abbreviation.
Job Position Contact job position.
Address Street address.
City City.
State Province State or province.
Zip Code Post code.
Country Country.
Sales Team Sales team who manage and follow up the lead.
Lead Status Status of lead, it can be: InProgress, Won, Lost.
Opportunity Opportunity related to converted lead.
Lead Source Source of lead.
Referred By Who reference the lead.
Internal Note Note regarding lead
Audit Trail Data change audited log.

 

 Actions Summary
Mark as Lost Mark the lead as lost.
Convert to Opportunity Convert lead to opportunity.

 

Master Data

Below are master data that are use in application.

 Name Summary Module
Contact Tags Tags for contact Contact
Contact Titles Titles for contact Contact
Industry Industry area of expertise Contact
Activity Type Type of activity Opportunity
Lead Source Source of lead Opportunity
Lost Reasons Reasons of losing Opportunity
Marketing Medium Medium of marketing effort Opportunity
Opportunity Tags Tags for opportunity Opportunity
Pipeline Stage Pipeline stage Opportunity
Recurring Plans Recurring plans Opportunity
Sales Team Sales Team Opportunity
Role Security Role Security
User Application user Security
Company Company detail configuration Configuration
Currency Currency Configuration
Number Sequence Number sequence Configuration
Prefix Name Number sequence prefix Configuration

 

 

CRM Edition Comparison

Our product comes with variety of edition. Below are the edition matrix comparison.

  Demo Personal PRO Enterprise
Production Use No Yes Yes Yes
Database Type Embed Embed Server Server
Multi Client No No Yes Yes
Database Support SQLite SQLite MSSQL, MySQL, PostgreSQL MSSQL, MySQL, PostgreSQL
Source Code No No No Yes
Price Free 49 USD 99 USD 499 USD

 

PC Client Requirements

  • Windows 10 (64 bit)

  • .NET Framework 4.7.2

 

 Development Requirements

  • Visual Studio 2019 CE

  • DevExpress v20.2.6 (Universal Subscription License)

  • MSSQL + Management Studio, if using MSSQL

  • PostgreSQL + DBeaver, if using PostgreSQL

  • MySQL + DBeaver, if using MySQL

 

Attention: DevExpress v20.2.6 is mandatory, you can not edit and open the source code if you don't have valid DevExpress v20.2.6 universal subscription license. 

 

How To Install

  1. Unzip Downloaded File

  2. Double Click File With [_INSTALL] Suffix

  3. Click [Next] at CRM Installer Setup Wizard

  4. Change Installation Folder, or Leave it Default. Click [Next]

  5. Click [Next] at Confirm Installation Step

  6. Click [Yes] at Windows Security Confirmation

  7. Installation Process Running, then Done.

  8. Installation Complete Step Show up, Click [Close] to Finish Installation

  9. Done.

 

Default User: Admin

Default Password: empty, no password.

 

Installation Illustration: