What did we do?
We created a Customer Relationship Management System (CRM) for Planet Granite UK.
Overall the system is a viable management tool which has become a extensive part of the company, helping ease staff from running through a high capacity of paperwork to disclose information.
What does it offer?
This system offers many different features which enable Planet Granite UK to work smoothly and keep track of everything from payments to job conversions.
Some features include:
- Ability to have connections between Customers & Jobs
- Expenses connection via Jobs
- Payments with invoices
- Quotes API to allow commercial site to send quotes to CRM
- Advance Filtering & Ordering
- Ability to set multiple events on jobs
- Full calendar view with set times
- Reports including Conversions, Totals and much more
- Creating graphs for visual reporting
- Wages, Expenses, Payments and more
- Reporting on overall income and outcome
- Includes support for VAT & Tax
There are many more features which have been tailored for the use of Planet Granite to help them gain the best experience.