Holisun CRM

This application consists of a series of logical blocks (process, steps and tasks), which can be coded respecting the defined parameters, in whichever order the client wants. After coding these logical blocks a model is resulted as a CRM process or any other kind of process that works within a company.

A process consists of more steps, respectively a step consists more tasks. The transition from one step to another is done only after each task has been solved or complying another rule defined by the client, within the application's parameters limits, of course. There's also the paralele steps notion, which means that more steps can be solved at the same time.

Each step has an assigned user. However there can be more than one assigned for solving a single step.

This is the current CRM process model:

  • Getting the request
  • Proposal and contract
    • The client's form is being filled out (client defining task)
    • Users responsible with the following steps get assigned: "Proposal and contract" and "Commercial" (user defining task)
    • Client data update (user defining task)
    • Client contact (contact task)
    • Contracting probability estimation (data insertion task)
    • Contract sending (editing task + email + PDF conversion - mail option goes for documents completion)
  • Preparation
  • Quality analysis *
  • Operations *
  • Billing *
  • Mercantile (selling other products to the same client) *

The steps marked with * are paralel, which means that these steps can be executed at the same time, by different users, contrasting the sequential completion of the first few steps.

Processes can be defined containing steps and tasks in any order.

The application contains a module for generating reports, in graph format or in table format, using absolutely all the data inserted while the processes were being executed.