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[ADDON] CRM module for UltimatePOS

CRM Module for UltimatePOS

CRM stands for Customer Relationship management

Features:

  1. Followup
  2. Leads
  3. Campaigns
  4. Contact Login

Installation Steps:

Follow the steps as given in Module Management installation 

Update Steps:

Follow the steps as given in Module Management Updating

Video Demonstration:

coming soon.

Version Log:

V1.2 – Sep 02, 2021

  1. Compatibility fix with latest version of UltimatePOS.

V1.1 – May 02, 2021

  1. Minor fixes & improvements

V1.0 – March 04, 2021

  1. last/upcoming follow up added on lead
  2. campaign feature improvement
  3. Converted by and converted on added to lead to customer conversion
  4. Crm reports added
  5. followup calendar converted to datatable
  6. Sell sub status added to api
  7. Added query param to api paginate response
  8. Contact person added to add a contact form
  9. Miscellaneous fixes & improvements

V0.8 – January 13, 2021

  1. Fixes & Improvements

V0.7 – December 21, 2020

  1. Changes schedules to “Followup”
  2. Added an option to add “Followup” in list leads
  3. In dashboard added the source conversion %

V0.5 – October 21, 2020

  1. The initial version released.
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