Customizable Modules: Tailor your CRM with custom modules to fit your specific business processes and workflows.
Automated Workflows: Streamline tasks and processes through automation, reducing manual input and increasing efficiency.
Lead and Contact Management: Effectively manage leads, contacts, and customer interactions, ensuring no opportunities are missed.
Real-Time Analytics: Gain insights into sales performance and customer behaviors with real-time reporting and dashboards.
Task Management: Organize and prioritize tasks, appointments, and follow-ups to enhance productivity and customer service.
Email Integration: Seamlessly integrate with email platforms to communicate with customers directly from the CRM.
Secure Data Storage: Protect sensitive customer information with robust security measures and data encryption.
Multi-User Access: Enable multiple users to access the CRM with defined roles and permissions for enhanced collaboration.
Responsive Design: Access your CRM from any device with a user-friendly interface, ensuring productivity on the go.
Ongoing Support and Updates: Receive continuous support and regular updates to keep your CRM system functional and current.
These features collectively provide businesses with a powerful tool to enhance their customer relationship management, improve team collaboration, and drive growth through informed decision-making.
Sign Up for CRM Setup: Begin by contacting our team to discuss your requirements. We will gather your business needs and objectives to understand the features and functionality you require.
Define Your Custom Features: Work with our consultants to outline the specific modules and customizations needed for your CRM. This may include lead tracking, sales management, and reporting functionalities.
Development Phase: Our development team will create your customized CRM solution in PHP, integrating the features and tools discussed. Regular updates will be provided to keep you informed of the progress.
Testing and Feedback: Once the CRM system is developed, you will participate in testing to ensure all functionalities work as intended. This phase allows you to provide feedback and request adjustments.
Deployment: After successful testing, your customized CRM will be deployed. Our team will assist with the installation and setup, ensuring everything is configured correctly.
User Training: Receive training sessions for you and your team on how to effectively use the CRM system. We will cover all features, tools, and best practices to maximize efficiency.
Monitor Performance: After deployment, continuously monitor the performance of your CRM. Utilize the real-time analytics features to track key metrics and make informed business decisions.
Regular Updates: Take advantage of our ongoing support, which includes regular updates and enhancements to ensure your CRM remains current with industry standards.
Feedback and Adjustments: Provide feedback based on your experience. If your business needs change, we can make further customizations to the CRM system to ensure it continues to meet your needs.
Utilize Support Resources: Access our support resources for any questions or issues you encounter. Our dedicated team is available to assist you in making the most of your CRM.
By following these steps, you can effectively implement a customized PHP-based CRM system that enhances your customer relationship management processes, improves efficiency, and supports business growth.
Sign Up for CRM Setup: Begin by contacting our team to discuss your requirements. We will gather your business needs and objectives to understand the features and functionality you require.
Define Your Custom Features: Work with our consultants to outline the specific modules and customizations needed for your CRM. This may include lead tracking, sales management, and reporting functionalities.
Development Phase: Our development team will create your customized CRM solution in PHP, integrating the features and tools discussed. Regular updates will be provided to keep you informed of the progress.
Testing and Feedback: Once the CRM system is developed, you will participate in testing to ensure all functionalities work as intended. This phase allows you to provide feedback and request adjustments.
Deployment: After successful testing, your customized CRM will be deployed. Our team will assist with the installation and setup, ensuring everything is configured correctly.
User Training: Receive training sessions for you and your team on how to effectively use the CRM system. We will cover all features, tools, and best practices to maximize efficiency.
Monitor Performance: After deployment, continuously monitor the performance of your CRM. Utilize the real-time analytics features to track key metrics and make informed business decisions.
Regular Updates: Take advantage of our ongoing support, which includes regular updates and enhancements to ensure your CRM remains current with industry standards.
Feedback and Adjustments: Provide feedback based on your experience. If your business needs change, we can make further customizations to the CRM system to ensure it continues to meet your needs.
Utilize Support Resources: Access our support resources for any questions or issues you encounter. Our dedicated team is available to assist you in making the most of your CRM.
By following these steps, you can effectively implement a customized PHP-based CRM system that enhances your customer relationship management processes, improves efficiency, and supports business growth.
Sign Up for CRM Setup: Begin by contacting our team to discuss your requirements. We will gather your business needs and objectives to understand the features and functionality you require.
Define Your Custom Features: Work with our consultants to outline the specific modules and customizations needed for your CRM. This may include lead tracking, sales management, and reporting functionalities.
Development Phase: Our development team will create your customized CRM solution in PHP, integrating the features and tools discussed. Regular updates will be provided to keep you informed of the progress.
Testing and Feedback: Once the CRM system is developed, you will participate in testing to ensure all functionalities work as intended. This phase allows you to provide feedback and request adjustments.
Deployment: After successful testing, your customized CRM will be deployed. Our team will assist with the installation and setup, ensuring everything is configured correctly.
User Training: Receive training sessions for you and your team on how to effectively use the CRM system. We will cover all features, tools, and best practices to maximize efficiency.
Monitor Performance: After deployment, continuously monitor the performance of your CRM. Utilize the real-time analytics features to track key metrics and make informed business decisions.
Regular Updates: Take advantage of our ongoing support, which includes regular updates and enhancements to ensure your CRM remains current with industry standards.
Feedback and Adjustments: Provide feedback based on your experience. If your business needs change, we can make further customizations to the CRM system to ensure it continues to meet your needs.
Utilize Support Resources: Access our support resources for any questions or issues you encounter. Our dedicated team is available to assist you in making the most of your CRM.
By following these steps, you can effectively implement a customized PHP-based CRM system that enhances your customer relationship management processes, improves efficiency, and supports business growth.
Effective Date: Jan 01, 2024
Thank you for shopping at InsightEdgeAI. This document governs all returns and exchanges of InsightEdgeAI (“insightedgeai.com”) (as defined below). If, for any reason, you are not entirely satisfied with your purchase, we invite you to carefully review our Return and Refund Policy. InsightEdgeAI reserves the right to modify this Return and Refund Policy in whole or in part at any time at its sole direction.
For the purposes of this Return and Refund Policy we establish the following definitions:
"Products" means all products and services sold at insightedgeai.com.
"Customer" means end user customers that purchase directly from distributors or wholesalers.
"Company" (referred to as either "the Company," "We," "Us," or "Our" in this Agreement) refers to InsightEdgeAI, United Kingdom.
"Orders" refers to your requests to purchase a Product from us.
"Website" refers to InsightEdgeAI, accessible at insightedgeai.com.
"You" refers to the individual using our Service, or the company or legal entity on whose behalf such an individual is using the Service, as applicable.
We accept returns. You can return items purchased from Us within 3 days of the original purchase date, unless noted in our Return Policy Exceptions, and provided that they meet the following conditions:
If 3 days or more have passed since your purchase, we cannot offer you a refund or an exchange.
Only regular priced items may be refunded. Sale items are non-refundable.
If your purchase is eligible for a return or exchange, please make sure that you follow the steps below to start the return process:
Please notify us as soon as possible of your intention to return or exchange an item. You can notify us:
Via a form on our website: insightedgeai.com
We will contact you via email if we have any questions or concerns regarding your Return & Refund request.
The following does not apply to the sale of digital products. If you purchased a digital product or service, please proceed to Step 3.
Please ship the item(s) back to Us. You are responsible for the cost and risk associated with shipping the returned item(s) so make sure you use a reliable shipping company. Ship the item you wish to return to the following address:
We cannot be held responsible for items damaged or lost in transit, so please make sure you ask the shipping company for the proper tracking information when shipping your items.
We will contact you via email if we have any questions or concerns regarding your Return & Refund request.
Upon receipt of the returned item, we will fully examine it and notify you via email, within a reasonable period of time, whether you are entitled to a return. If you are entitled to a return, we will refund your purchase price and a credit will automatically be applied to your original method of payment. If you requested an exchange, we’ll ship the replacement item to your address within 24 hours of processing your return.
To follow-up on the status of your return or for any other questions or inquiries, please contact us at:
