Somi Flooring + Tile CRM Platform

Client
exotticFlooringInstallation logo
Project name
Somi Flooring + Tile CRM Platform
Industry
Construction / Flooring and Tile
Project Type
CRM
Accessibility
Closed Source
APIs
No
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Somi Flooring + Tile CRM Platform

Somi Flooring + Tile is a comprehensive CRM platform designed to streamline customer management, project coordination, and supplier tracking. The system provides an intuitive interface for administrators, employees, and clients to manage flooring and tile projects efficiently.
The Dashboard module offers an overview of ongoing projects, employee performance, cold calls, site estimates, and installation jobs, providing quick insights and smooth navigation.
The Employees and Customers modules enable structured management of staff roles, permissions, and client profiles, supporting organized operations and secure data handling.
The Projects, Cold Calls, Site Estimates, and Installation Jobs modules allow tracking of project progress, job scheduling, and estimation processes, ensuring timely execution and improved efficiency.
The Supplier Price Lists and Supplier Information modules provide tools for managing supplier data, uploading price lists, and maintaining supplier contacts, enabling effective resource management.
In summary, Somi Flooring + Tile integrates customer management, project tracking, employee coordination, and supplier management into a single platform, delivering organized workflows, actionable insights, and efficient project execution.

Credentials:
Email: admin@portal.com
Password: 123


Credentials:
Email: admin@portal.com
Password: 123

Screenshots

Modules Description

Dashboard

Provides an overview of ongoing projects, employee performance, cold calls, site estimates, and installation jobs with quick insights and smooth navigation.

Employees and Customers Management

Allows structured management of staff roles, permissions, and client profiles to ensure organized operations and secure data handling.

Project and Job Tracking

Enables tracking of project progress, job scheduling, cold calls, site estimates, and installation jobs for timely execution and improved efficiency.

Supplier Management

Offers tools to manage supplier data, upload price lists, and maintain supplier contacts for effective resource management.

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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