Client Profile :
The company provides solutions for workplace health promotion and mental wellness initiatives.
Project Screenshot
Business Needs:
- The company has consultants to provide training to the employees of many corporate companies. so the availability of the consultant and the schedule of training are required to setup.
- The company sends a proposal to the customer before initiating the training, so company needs to implement the proposal approval process.
- The company sells sessions and packages, so there is a requirement to manage multiple sessions in the proposal.
- Each proposal confirmation needs to be attached to the calendar activity, and integration with Google Calendar is also required.
Implementation by CRMTiger Team
- Customize CRM for activity sessions.
- Module-level customization
- Proposal customization comes with the option of selecting the selected activity.
- Multiple activity selection options with session selection
- Extensive Reporting Module
- Google sync for single and multiple activity events
Tools and Technology :
- vTiger® version 6.1
- PHP 5.4
- MYSQL
- MVC Framework