MAK Online Solutions Private Limited

Why Choose Our CRM?

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All-in-One Business Solution

  • Comprehensive CRM for sales, support, and invoicing
  • Eliminates the need for multiple software
  • Seamless workflow automation
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Easy Customization & Scalability

  • Tailor features as per your business needs
  • Scalable CRM to grow with your company
  • Multi-user access with role-based permissions
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Secure, Reliable, & Cloud-Based

  • Data encryption and security protocols
  • Cloud-based for anytime, anywhere access
  • Regular updates with new features and improvements

Book a Demo Now

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Dashboard

Top Metrics Section

  • Invoices Awaiting Payment: Displays pending invoices out of the total issued.
  • Converted Leads: Tracks successfully converted leads vs. total leads.
  • Projects in Progress: Shows active projects out of the total assigned.
  • Tasks Not Finished: Tracks pending tasks out of total tasks.

Financial Overview Section

  • Invoice Overview: Breakdown of invoice statuses (Not Sent, Unpaid, Partially Paid, Overdue, Paid).
  • Estimate Overview: Status of estimates (Draft, Sent, Expired, Declined, Accepted).
  • Proposal Overview: Status of proposals (Draft, Sent, Open, Revised, Declined, Accepted).
  • Outstanding, Past Due, and Paid Invoices: Displays financial dues and cleared payments.

Task & Project Management Section

  • To-Do Items: Categorized as Latest and Latest Finished.
  • My Tasks: Lists active tasks with status, priority, and start date.
  • Project Calendar: Monthly overview of project deadlines.

Leads & Sales Insights

  • Leads Overview: Pie chart displaying lead distribution (Enquiry, Customer, Lost Leads).
  • Statistics by Project Status: Graph showing projects categorized as Not Started, In Progress, On Hold, Canceled, Finished.

Support & Tickets Management

  • Tickets Awaiting Reply by Department: Distribution of pending tickets (e.g., Web Development, Blockchain).
  • Staff Tickets Report: Displays individual staff performance in handling tickets.

Payment & Activity Tracking

  • Payment Records: Weekly payment trends (This Week vs. Last Week).
  • Latest Project Activity: Shows recent customer and team discussions.

Customer Overview Section

  • Total Customers – Displays the total number of customers in the system.
  • Active Customers – Customers currently engaged with the business.
  • Inactive Customers – Customers who are not currently active.
  • Active Contacts – Number of individual contacts within the customer database.
  • Inactive Contacts – Contacts that are not currently active.
  • Contacts Logged In Today – Tracks how many contacts have logged in today.

Customer Management Features

  • New Customer Button – Allows adding a new customer manually.
  • Import Customers Button – Enables bulk import of customer data from external sources.
  • Filters Button – Provides search and filter options to refine customer data view.
  • Export & Bulk Actions – Options to export customer data and perform bulk updates or actions.

Customer Table Columns

  • Company – Displays the customer’s company name.
  • Primary Contact – Name of the main person associated with the company.
  • Primary Email – Email address of the primary contact.
  • Phone – Contact number of the customer.
  • Active Toggle – Toggle switch to activate or deactivate a customer.
  • Groups – Categorization of customers into specific groups for easier management.
  • Date Created – The date when the customer was added to the system.
  • GST Number – Displays the customer’s GST (Goods and Services Tax) identification number.