DAC CRM

The app streamlines sales and client management, offering key features like attendance tracking, lead management, proposals, and invoices. It’s designed for ease of use, helping sales teams work efficiently.

1. Mark Attendance
- Check-In/Out: Sales reps can mark attendance and view history.
- Geolocation: Option to track attendance location.
- Alerts: Notifications for missed check-ins.

2. Assigned Leads
- Lead List: Displays assigned leads with details like contact info and status.
- Lead Details: Tap to view interaction history.
- Filtering: Filter leads by status, priority, or date.

3. Reassign Leads
- Reassign Interface: Reassign leads to team members with a search and select feature.
- Notification: Automatic alerts to the new assignee.

4. Make Proposal
- Template Selection: Use predefined templates or create custom proposals.
- Preview & Edit: Review and modify before sending.
- Send Proposal: Email proposals directly from the app.

5. Make Invoice
- Invoice Creation: Proposals get converted into invoices.
- Add Items: Include descriptions and pricing.
- Send Invoice: Email invoices directly to clients.

6. Add Clients
- Client Information: Enter details and categorise clients.
- Sync: Avoid duplicate entries with system integration.

General Features:
- Dashboard: Displays upcoming tasks, recent activity, and metrics.
- Notifications: Alerts for leads, proposals, and invoices.
- Security: Ensures privacy with authentication and encryption.

Design:
- Modern UI: Clean, user-friendly, and responsive for all devices.
- Support: Built-in help and support options.

This app enhances productivity for sales teams by simplifying lead and client management.