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CRM For HealthCare Software Provider

Task included Implementation, creating a New module “Proposal” and Customization

Tools and Technology :

  • vTiger® version 5.4
  • PHP 5.3
  • SMARTY Framework

The most important business necessity as described by client we to customize Itemizing module to contain all product and sales related data with extra details and convertible in PDF format for their website visitor

Task Module Customization – Generate report for user selected task to display detail information assigned to him or her. This reporting helps easy tracking of task status and increase productivity

Complete Customization of Contacts, Organizations, Sale Orders and Invoice.

A new module created called “Proposal” in sync with product prices. This module is designed with same fields as in “Sale Order” and “Invoice” for easy conversion from Proposal to order and invoice. With this module sales department can provide the correct quotation for any product inquiry. Further the salesperson can forward the inquiry to accounts and implementation department.

Change in process flow: Convert Leads to Organization and proposal.

Change the Layout of PDF export for Invoice, Proposal and Sales Order using “PDF Maker” with change in the code of PDF maker to fulfill the requirement.