A lightweight and customizable CRM Tool to track Sales Opportunities in the following pipeline stages (status):

• 1/6 Prospecting
• 2/6 Qualification
• 3/6 Needs Analysis
• 4/6 Proposal
• 5/6 Negotiation
• 6/6 Closed Won
• 6/6 Closed Lost

Supported features:

• Opportunitiy Information
  • Priority (A-List / B-List / C-List)
  • Opportunity value
  • Forecast completion
  • Company information (number of employees, industry, address, contact details,..)
  • Assigning User with automated workflow to add new assigned leads to the selected sales user
  • Tracking of activities and correspondences
  • attachement (files, like Offer PDF`s, Pictures, etc.)
  • Chart for Opportunities by Stage
  • Record log for all user interactions
  • User access management with roles and rights (can be configured per variable and layout)

Variable ident	data type	Description
contact_firstname	String	Contact Firstname
contact_lastname	String	Contact Lastname
client_phone	String	Company Phone
client_email	String	Company Email Address
client_start_date	DateTime	Client Start Date
client_address	Location	Location with Map-View, Street, Nr., ZIP, Country
contact_title	String	Contact Title
contact_phone	String	Contact Phone
contact_mobile	String	Contact Mobile
contact_email	String	Contact Email Address
client_website	String	Company Website
contact_linkedin	String	Contact LinkedIn Profile
crm_prio_select	Selection	Options: A-List, B-List, C-List
client_info	String (Multiline)	Longtext field for general information to the client/lead
crm_activities	Table	A Table with 3 columns: Date, Channel, Activity (Longtext Field)
assigned_user_1	Reference -> Filter: User	A reference to the assigned responsible user
opportunity_value_revenue	Float	The value of the opportunity in CHF
opportunity_value_licenses	Integer	The value of the opportunity in amount of licenses
employees	Integer	The amount of emloyees at the prospect company
industry	String	The industry where the prospect company is in
exl_product_select	Selection	Product Selection; Options: Starter, SME, Corporate
forecast_completion	DateTime	The date of the forecasted deal completion
files	List Reference -> Filter: Files	A list of file attachements

<home>
    <!-- Line Break -->
    <new-line />    
    <!-- <highlight-button title="Hinzufügen" text="Record hinzufügen" icon="add" link="#/search/add" /> -->
    <highlight-button title="All User" text="List of all User" icon="person-placeholder" link="#/search?lang=en&query=&offset=0&model=user" />
    <highlight-button title="Rights" text="Alle Rechte" icon="key" link="#/search?lang=en&query=&model=right&status=&view=List&print=false&tab=" />
    <highlight-button title="Role" text="Alle Rollen" icon="role" link="#/search?lang=en&query=&model=role&status=&view=List&print=false&tab=" />
    <highlight-button title="Dateien" text="Alle Anhänge" icon="attachment-photo" link="#/search?lang=en&query=&offset=0&model=file" />
    <highlight-button title="Hinzufügen" text="Record hinzufügen" icon="add" link="#/search?lang=en&query=&offset=0&model=maintenance_request&add=maintenance_request" />
    <!-- Line Break -->
    <!-- <new-line /> -->
    <highlight-button title="Opportunities" text="CRM Opportinities" icon="crm-sales" link="#/search?lang=en&query=&model=opportunities&status=&view=List&print=false&tab=" />
    <highlight-button title="All Leads" text="CRM Opportinities" icon="group-2" link="#/search?lang=en&query=&model=opportunities&status=&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <!-- Line Break -->
    <new-line />    
    <highlight-button title="1/7 Prospecting" text="CRM Opportinities" icon="sys-find" link="#/search?lang=en&query=&model=opportunities&status=prospecting%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="2/7 Qualification" text="CRM Opportinities" icon="validate" link="#/search?lang=en&query=&model=opportunities&status=qualification%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="3/7 Needs Analysis" text="CRM Opportinities" icon="tools-opportunity" link="#/search?lang=en&query=&model=opportunities&status=needs_analysis%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="4/7 Proposal" text="CRM Opportinities" icon="sales-document" link="#/search?lang=en&query=&model=opportunities&status=proposal%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="5/7 Negotiation" text="CRM Opportinities" icon="discussion-2" link="#/search?lang=en&query=&model=opportunities&status=negotiation%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="6/7 Rollout" text="CRM Opportinities" icon="play" link="#/search?lang=en&query=&model=opportunities&status=rollout%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="7/7 Closed Won" text="CRM Opportinities" icon="competitor" link="#/search?lang=en&query=&model=opportunities&status=won_closed%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />
    <highlight-button title="7/7 Closed Los" text="CRM Opportinities" icon="sys-cancel" link="#/search?lang=en&query=&model=opportunities&status=lost_closed%2C+&view=Table&print=false&tab=&cols=name+status+crm_prio_select+assigned_user_1+" />

    <!-- Line Break -->
    <new-line />   
    <!-- Pipline Chart Bar-->
    <chart typ="bar" name="Pipline Opportunity by Stage">
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="New">
            <data-filter variable="status" operator="equal" value="new" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="1/7 Prospecting">
            <data-filter variable="status" operator="equal" value="prospecting" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="2/7 Qualification">
            <data-filter variable="status" operator="equal" value="qualification" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="3/7 Needs Analysis">
            <data-filter variable="status" operator="equal" value="needs_analysis" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="4/7 Proposal">
            <data-filter variable="status" operator="equal" value="proposal" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="5/7 Negotiation">
            <data-filter variable="status" operator="equal" value="negotiation" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="6/7 Rollout">
            <data-filter variable="status" operator="equal" value="won_closed" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="7/7 Closed Won">
            <data-filter variable="status" operator="equal" value="won_closed" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="7/7 Closed Lost">
            <data-filter variable="status" operator="equal" value="lost_closed" />
        </chart-data>
    </chart>
    <!-- Pipline Chart Doughnut-->
    <chart typ="doughnut" name="Pipline Opportunity Won/Lost">
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="Opportunities Won">
            <data-filter variable="status" operator="equal" value="won_closed" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="Opportunities Lost">
            <data-filter variable="status" operator="equal" value="lost_closed" />
        </chart-data>
        <chart-data model="opportunities" action="count" variable="status" group_by="ident" name="Opportunities Rollout">
            <data-filter variable="status" operator="equal" value="rollout" />
        </chart-data>
    </chart>
</home>

CRM Usage

Dashboard

Record Overview with Filter