Deutscher bKV Service

Client
pabInsuranceBrokerage logo
Project name
Deutscher bKV Service
Industry
CRM / Software Development
Project Type
CRM
Accessibility
Closed Source
APIs
No
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Deutscher bKV Service

Deutscher bKV Service is a comprehensive CRM platform designed to streamline lead management, employee tracking, and sales opportunity monitoring. The system provides an intuitive interface for administrators and employees to manage company leads efficiently.
The Home and Dashboard modules provide a centralized overview of leads, opportunities, employee performance, and key metrics for quick insights and informed decision-making.
The Employees and Company Lead modules support secure login, role management, and structured lead assignment, ensuring organized operations and transparent workflows.
The Opportunities module allows tracking of sales opportunities, employee activities, call logs, and forecasting, while integrating communication tools like Starface and Apple Mail for seamless interaction.
In summary, Deutscher bKV Service combines lead management, opportunity tracking, employee monitoring, and analytics into a single platform, delivering organized workflows, actionable insights, and data-driven decision-making.

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


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

Screenshots

Modules Description

Centralized Dashboard

Provides an overview of leads, opportunities, employee performance, and key metrics for quick insights and informed decisions.

Secure Login and Role Management

Supports secure access and role-based management for administrators and employees.

Lead Assignment and Management

Facilitates structured lead assignment and transparent workflows within the company.

Opportunity Tracking

Enables tracking of sales opportunities, employee activities, call logs, and sales forecasting.

Communication Integration

Integrates tools like Starface and Apple Mail for seamless employee communication.

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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