CRM Module for KOKA Books POS

CRM stands for Customer Relationship management

Features:

• 1. Followup
• 1. Followup with Leads, customers & Supplier
• 2. One-time followup
• 3. Recurring followups
• 4. Followup based on Pending/Partial/Overdue invoices
• 2. Leads
• 1. Add/Edit/Delete leads
• 2. Convert leads to customer
• 3. Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.
• 4. Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)
• 3. Campaigns
• 1. Email & SMS campaign
• 4. Contact Login
• 1. Multiple logins for customers & suppliers
• 2. Contact can check previous orders, purchases, sales, payment & ledger.
• 5. Proposal
• 1. Create proposal templates with Subject, Body & attachments
• 2. Send proposal to leads
• 6. Report
• 1. Follow-ups by user
• 2. Follow-ups by contacts
• 3. Lead to customer conversion

Adding contact login users:

To add a contact login, Go to CRM > Contact Login tab.

Click the add button, and a pop-up window is shown

Provide the required details in the pop-up window and save it.

URL for contact login users of CRM:

The same login page of POS is used for all users including contact login users of the CRM module

– poswebsiteurl/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:

V 3.0 – Released June 7, 2024

• 1. NEW: Updated as per new design.

NOTE: You must update UltimatePOS to V6.x before updating the module to this version.

V 2.3 – Released January 30, 2024

• 1. FIX: List recurring followup issue fixed

V 2.2 – Released August 23, 2023

• 1. FIX: Add users from only permitted locations to leads.
• 1. FIX: Removed the ‘add to location’ button from List Leads.

V 2.1 – March 24, 2023

• 1. Contact Login fixed

V 2.0 – March 02, 2023

• 1. Compatible with KOKA Books POS V5

V1.8.1 – Jan 12, 2023

• 1. Installation Issue fix

V1.8 – Nov 18, 2022

• 1. General bug fixes & improvements.

V1.7 – July 13, 2022

• 1. NEW: Commission to contacts of a customer
• 2. FIX: Proposal email config issue fixed
• 3. FIX: CC & BCC option in send proposal
• 4. FIX: Dashboard permission

V1.6 – March 26, 2022

• 1. NEW: Added follow-up category option
• 2. NEW: Added date range & category filter in CRM dashboard follow-up data table.
• 3. NEW: Added view links in CRM dashboard follow-up data table.

V1.5 – Nov 26, 2021

• 1. NEW: Order request
• 2. Fix – Settings permission issue

V1.4 – Oct 14, 2021

• 1. Fixed module updating issue.

V1.3 – Oct 08, 2021

• 1. Order request from customer login
• 2. CRM settings added to enable/disable order request.

V1.2 – Sep 02, 2021

• 1. Compatibility fix with latest version of KOKA Books POS.

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

V0.5 – October 21, 2020

• 1. The initial version released.