Sales and Contract System

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Sales Call and Contract System

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Sales Process

1. Customer information entered and saved.

2. Proposal/Contract completed and saved.

2. Contract emailed to customer.

3. Customer can accept the contract on-line.

4. Office immediately notified of each acceptance.

5. Saleman notified via email and can see it in the system.

Sales Assists

1. Store customer and contract information safely and securly.

2. Update and display recontact dates and alerts

Staff Process

1. Staff can monitor all salesman entries, updates, and contracts.

2. Staff, if authorized, can review and change contracts.

3. Staff, if authorized, can transfer customers to different salesmen.

Technology

1. Secure Webserver stores all customers and contracts at the office.

2. System written in industry standard, open source PHP and MySQL

Demo Option 1: Display Management Overview Chart (Demo)
Demo Option 2: Display this page in plain text
Demo Option 3: Discussion