About
Prospecting and customer relationship management: leads worked and converted into accounts, contacts and deals; every company and person with one timeline of calls, emails, meetings and notes; deals moved through pipelines on a kanban board that shows the sales cycle, with the next step on every card; a reminder calendar of the work to do; email logged by a BCC address and sent with templates; campaigns, lists, imports and the forecast, funnel and activity reports a sales manager runs a team by. The Sales CRM Expert works the command bar; the Sales Assistant writes each seller's weekday morning note and proposes the next step on every deal that lacks one.
This is an application of the MaluDB Business OS. It runs on your office's server, not on a desktop. People open it from the OS launcher after a super-admin grants them access; on an enrolled MaluOS Desktop it also appears in the MaluApps window as a launcher.
Install
On a MaluDB Business OS server
- Sign in to the OS as a super-admin and note the domain the kernel serves.
sudo git clone https://github.com/maludb/maludb-os-sales-crm /srv/apps/sales_crmphp /var/www/bin/app_install.php plan /srv/apps/sales_crm --by <super-admin email> --domain <domain>- Read the plan. It is read-only and lists the database, virtual host, services and agent the installer will create.
sudo php /var/www/bin/app_install.php apply /srv/apps/sales_crm --by <super-admin email> --domain <domain>- The application appears in the launcher for everyone who is granted access, and its expert agent is hired in Agent HR.
Downloads
| File | For | Size | |
|---|---|---|---|
| Source (zip) | any | Get | |
| Source (tar.gz) | any | Get |