CASE STUDY : Corporate Health Trainer

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
  • MVC Framework

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