Clev Widi Crm
Clev Widi Crm
ClevWidiCRM, the latest offering from Anomoz Softwares, is a comprehensive customer relationship management (CRM) system designed to streamline your business operations and elevate your client engagement. At its core, ClevWidiCRM is a powerful tool that simplifies the management of your clients, employees, schedules, and essential communication, all while promoting productivity and efficiency. With its intuitive and user-friendly interface, this CRM provides easy access to all the features you need to succeed, ensuring that you can focus on what matters most – nurturing your client relationships and growing your business.
The Home section of ClevWidiCRM serves as the central hub for all your activities. It not only gives you a snapshot of your current engagements but also offers quick access to critical features like Clients, Deadlines, Notes, and Notification Options. Here, you'll find an at-a-glance overview of your daily tasks and upcoming deadlines, ensuring you never miss an important milestone. The integrated Notes feature allows you to keep track of crucial information and client preferences, making it a breeze to provide personalized service and strengthen your relationships. Notifications are customizable, ensuring that you stay informed about updates and appointments relevant to your business.
The Clients section of ClevWidiCRM is where you can manage your entire client base efficiently. With client profiles, you can keep all relevant information in one place, from contact details to their history with your business. You can easily categorize and segment your clients for targeted marketing and communication. This comprehensive client database helps you tailor your approach, ensuring that you deliver the best possible service.
In the Employees section, you can manage your team effortlessly. Assign tasks, set deadlines, and track progress with ease. ClevWidiCRM enhances collaboration by providing a shared workspace for your employees to coordinate efforts and ensure that everyone is aligned with your business goals. Effective employee management is key to delivering exceptional service to your clients, and this CRM simplifies the process.
The Calendar feature provides a visual representation of your schedule, making it easy to manage appointments, deadlines, and important events. This feature ensures that you and your team are organized and prepared, reducing the risk of missed appointments or overlooked tasks. With a clear view of your schedule, you can optimize your time and provide a smoother experience for your clients.
The Logout option is conveniently located for security purposes, ensuring that you can securely exit the CRM when you're done. This is a fundamental feature to safeguard your data and maintain the privacy and integrity of your information.
ClevWidiCRM is a versatile and dynamic tool that empowers businesses of all sizes to enhance their client management and engagement. From the moment you log in, you have access to a wealth of resources designed to help you succeed. With its seamless integration of essential features like client management, employee coordination, calendar scheduling, and personalized notifications, ClevWidiCRM enables you to maintain a well-organized and client-centric approach, ultimately contributing to your business's growth and success. This CRM is your ally in achieving operational excellence and delivering exceptional service to your clients.
Credentials:
Email: admin@portal.com
Password: 123
Modules Description
Workflow
Interested in having your project built by us? Here is the workflow we usually follow.
Discuss requirements
Once you have a rough sketch of your project requirements in your mind, our team will have a meeting with you to discuss your project requirements in detail.
Sprint Plan
After the requirements are discussed, we will draft a sprint plan which will have all the features planned out for each sprint, along will the approximate budget required for the project.
Project Start
We are ready to start on the project now! During the project development, we will be working alongside with you and providing you regular updates so that your project is built to your needs.
Testing
Once the project is built, our team will perform rigorous testing on the system for any bugs.
Project Completion
Now that the project is complete, we are ready to proceed to the next and final step.
Deployment
For the final step, the project will be deployed to the live server so that you and your customers can starting using your newly built solution
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