Preview: Incoded CRM – Customer Relationship Management System
Table of Contents
ABOUT
Incoded CRM – Customer Relationship Management system has been built by developers, project managers and business owners who actually use it. After trying a number of different applications, we gathered ideas we liked and improvements we found useful and embedded them all into our CRM. Now we decided to share it with the world. But that’s not all! We’re getting more and more ideas every day and we will be expanding and updating our customer relationship management app every day.
Organization
Our CRM is organized in workspaces. Workspace is the main – top entity in the CRM. It’s used to easily separate and organize your resources, projects, tasks etc. For example, if you have two different teams who work on different projects, you may create two workspaces and separate it all without being worried you’ll mix things.
Dashboard
Each workspace has its own dashboard. It contains a resume of major and latest information from the CRM – personal notes, latest activities and tasks, tasks chart etc.
Resources
Companies and Team panels contain options to create and manage companies and people you work with as well as invite new colleagues to join with your workspace and that way take part in development process of your projects and tasks.
Project Management
CRM contains four major modules used for project management – Projects, Tasks, Events and Documents.
Timer
Timer is a tool similar to stopwatch, made to track time spent on tasks.
Communication
Communication between team members is very important part in every business and development process. Our CRM comes with two modules to cover it – Messages and Discussions.
Messages
Messages module has been created based on well-known email client tools like Gmail and it’s quick and easy to use.
Discussions
Discussions module represents internal forum where team members may share its thoughts and ideas and discuss about projects among themselves in written form.
Optimization
CRM works with fully responsive UI and it’s mobile friendly.
Live Preview
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Incoded CRM – Customer Relationship Management System
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