README

The CRM module is a vital component of the MyBizna ERP system. It provides powerful functionalities for managing customer relationships, sales processes, and marketing activities within your organization. This readme provides a concise overview of the module and instructions on how to get started.

Installation

To install the CRM module, use the following composer command:

composer require mybizna/account

Usage

The CRM module offers a comprehensive set of features to streamline customer relationship management. Some key functionalities include:

• Lead Management: Track and manage leads from initial contact to conversion.
• Customer Database: Maintain a centralized database of customer information.
• Sales Pipeline: Manage the sales process, track opportunities, and forecast revenue.
• Contact Management: Organize and store customer contact details.
• Activity Tracking: Record interactions, meetings, and tasks related to customers.
• Marketing Campaigns: Plan, execute, and monitor marketing campaigns to reach target audiences.
• Reporting and Analytics: Generate reports and gain insights into sales performance, customer trends, and campaign effectiveness.

To leverage these features, access the MyBizna ERP application and navigate to the CRM module. Explore the available options to effectively manage customer relationships, streamline sales processes, and enhance marketing activities.

Requirements

Mybizna ERP version 2024.1 or above

Support

If you have any questions or need assistance, please contact our support team. We're always happy to help!

Contributing

If you're interested in contributing to this project, please reach out to the team. We welcome pull requests and bug reports.

License

This project is licensed under the GPL-3.0-or-later.