Introduction to Holmes CRM, menus and modules (customer care, product catalog, sales, inventory, billing) and the Console.
This video shows the main menus and the console of Holmes CRM application. This is a desktop application, for a better user experience. It is a "multiple document" interface, so you can have more than one document opened at once, and switch from one another without the delay typical of web applications. It is not designed for occasional use, but for daily work on a desktop environment.
The main modules in Holmes CRM are:
- Customer Care: Interactions, cases, customer accounts, sites, contacts, hierarchical accounts, marketing campaigns...
- Sales: Campaigns, contracts, meetings, projects, opportunities, leads, quotes, orders, tasks...
- Product Catalog: Product definition, product packages, service definitions, etc...
- Billing: Invoices, invoice sections, invoice details...
- Inventory: Inventories, Warehouses, Product batches, etc.
- Administration: Set up of employees, work in progress bins (folders), shared queues for pending work, employee groups, document templates, alerts...
- System: Internal objects such as modules, classes, fields, descriptions, relationships, lists, etc.
Menus, modules, document types, document fields, labels, look and feel, behaviors, etc. are extensible and can be customized.
