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PipeX CRM – A simple application that can help you to improve customer relationship to grow your business more efficiently. You can manage your company’s associations in a friendly interface and with a low learning curve using it.
Customer management is the prime objective and this application helps you in numerous ways.
Developed using Laravel 8 and vue js.
Demo
Preview link: https://pipex.gainhq.com/
Email: admin@demo.com
Password: 123456
User Guide: Documentation
Contact us at support@gainhq.com
We will reply to you within 24hrs of receiving your email/comment.
PipeX CRM Features
# Informative dashboard
A graphical and chart interface to demonstrate various information at a glance.
# Customer management
Create Customers and Organizations including their type and manage them in a friendly interface.
# Lead login
Speed up your communication with your Leads and easy-to-use commenting system, share information to accelerate deal completion.
# Collaboration through deal comment
Give your clients access where they can track deal progress, can communicate with all users.
# Deal management
Create Deals and maintain them in Interactive pipeline view. Deals can show status Won or Lost with the reason that is added.
# Send Deal Proposals
Deal Proposals can be sent without any help of third party mail service.
Can create proposal templates with ease to save for later use or send a proposal.
# Activity tracking
With Calendar and basic list view all activities can be witnessed and filtered as per requirement.
# Performance tracking
Track all the performance in Reports according to Deals, Proposal And Pipeline view.
# Users & Roles
Add diffrent type of users to a role based on permissions.
# And many more
Lots of other ways to stay ahead like notifications and custom fields to classify customers, organization and deals even more.
Contact Us: support@gainhq.com
We will reply to you within 24hrs of receiving your email/comment.
Change Logs
Version 2.1 – 03 August, 2021
[Added] Implement dashboard for Client and Agent [Added] Implement Won/Lost stage in kanban view [Added] Implement Deal card view manager in kanban view [Updated] Improved User & Role management [Updated] Optimize code and improve data response [Updated] Improve documentation [Fixed] Fixed some bugs
Version 2.0 – 20 June, 2021
[Added] Added Manager & Agent user roles [Added] Introduce client area/module for collaboration [Added] Implement Broadcast event (Pusher/Ajax) [Added] Implement deal quick detail view [Added] Deal card view with better presentation [Added] Implemented commenting between all users. [Added] Implement proposal kanban view [Added] Implement export functionalities for Person, Organization, and deals [Updated] Improved User & Role management [Updated] Improved translate Language process [Updated] Optimize code and improve data response [Updated] Improve documentation [Fixed] Fixed some bugs
Version 1.2 – 23 March, 2021
[Added] Implement bulk action in Kanban view [Updated] Improvement Tag component [Updated] Datatable pagination enhancement [Updated] Improve data presentation in datatable [Updated] Optimize code and improve data response in Data table [Updated] Improve activity functionalities [Fixed] Custom field bug fixed [Fixed] Fixed some minor bugs
Version 1.1 – 10 February, 2021
[Added] Implement address fields with Country, Area, City, State, Zip code [Added] Added address fields for Person type Lead [Added] Implement importing with custom fields [Updated] Improve import functionalities [Updated] Update Calendar version [Updated] Useability improvement in Contact module [Updated] Change context name Contacts to Leads [Updated] Improve Kanban view [Updated] Improve deal functionalities [Updated] Improve data presentation in datatable [Updated] Optimize code and improve data response [Updated] Improve documentation [Fixed] Bug fixes in Custom fields [Fixed] Fixed some bugs
Version 1.0.2 – 10 December, 2020
[Added] Support subfolder installation [Updated] Improve data presentation in datatable [Updated] Updated some functionalities [Updated] Optimize code and improve data response [Fixed] Fixed some bugs