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Our experience in implementing CPM

We have implemented CPM for a network of fitness clubs, a dealer network, a landscape bureau, a service company and a diagnostic center. For this we used the SuiteCRM, VtigerCRM rukovoditel frameworks.

CRM capabilities

Lead management
The module allows you to maintain a base of potential (cold customers). For each potential client, an accounting card is kept, his status is recorded (shown interest, high interest, refused, pause, ready). The history of interaction with the client is recorded - meetings, calls, events. After a potential customer has purchased a product or service, he transforms from a potential customer into a current customer.

Customer management
The module allows you to maintain a base of regular customers. For each client, an accounting card is kept in which the history of orders, invoices, payments, purchased goods or services is presented. The history of interaction with the client is recorded - meetings, calls, events. Access to the client base is distributed among users - the manager can group clients and assign them to the appropriate managers to work with. Managers interact with clients, keep a history of communications, carry out e-mail mailings.

Supplier management
Thanks to this module, deliveries from suppliers of goods, mutual settlements, and a history of payments and deliveries are maintained.

Directories of goods and services
Directories of goods and services are two separate modules, presented in the form of a catalog. When forming Orders, Invoices or Purchases, the corresponding nomenclature items are selected according to the established prices and units of measurement. The list of goods and services can be bulk imported and updated in CSV format (up to 10 thousand items at a time). There is also a product or service card, the information of which is also available for editing. In the product card there is a link with purchases, orders, customers, etc. In addition, the number of goods in stock, the minimum order batch is taken into account, financial records are kept and the history of changes is stored.

Orders are a set of goods or services by a client in a specified quantity under appropriate conditions (price, discounts, delivery, etc.). Orders have the status Created, Approved, Delivery, Canceled. The order also indicates the destination, method and cost of delivery. The order is associated with the customer and the person in charge in the system. Financial transactions are performed on the order - the client is invoiced and payments are made.

The supply module makes it possible to manage supplies. First, Orders from customers are collected, then deliveries are made from suppliers. It may be the other way around - first bought, then sold. Everything that was purchased but not sold is in stock. Orders and Deliveries, together with financial accounting, constitute a warehouse accounting system. Deliveries have the status Created, Received with delivery, Paid, Canceled.

Invoices and payments
The financial accounting system consists of the Accounts and Payments modules, which are linked to the rest of the system modules. After the Order is created, the customer is invoiced. The invoice is generated on the basis of the Order, paid by the client, after which the payment is made in the system - fixing the financial transaction. Payments have statuses: planned, posted, canceled and overdue. There are two types of payments - incoming and outgoing. Financial reports are generated based on the results of payments made.