Features |
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Admin features |
Dynamic form |
Executive features |
Marketer feature |
Staff features |
| 1. Admin Login 2. Manage users (Add / Edit / Delete) 3. Assign privilege/rights to users with validity 4. Import / Export the customer data as CSV format. 5. Add/Edit/Delete/View all Customers, Marketer and Technician records |
1. Create different type of form fields (text box, paragraph box, password field, phone number, email, dropdown, radio box, check box, date field ) for each customer groups 2. Filter option based on the selected fields 3. Validation options (Client and server side validation) |
1. Executive login 2. Insert prospects customers data 3. View only their customers data |
1. Marketer login 2. Feed their daily records |
1. Staff Login 2. OTP for staff login 3. Insert customers data as per privilege 4. Convert prospects customer to main customer 5. Search customer data based on filter field (name/mobile/company or location) 6. View customer data as per privilege 7. Edit customer data as per privilege 8. Delete customer data as per privilege 9. Send group email/sms to customers |
