About LogixCRM
The LogixCRM is a user-friendly and easy-to-use platform for customer relationship management. It helps you administer authorization, conduct levels of your customers – leads, accounts, and opportunities, and systemize their personal and trading information.
Features
The operation interface below gives you an overview of the features of the LogixCRM.
1. Dashboard
Displays quick views of new clients of the current date, open tasks, and reports.
2. Leads
Shows your sales contacts or prospective customers per the default view or a custom view.
3. Accounts
Displays accounts that are converted from leads per the default view or a custom view.
4. Opportunities
Presents opportunities that derive from accounts per the default view or a customer view.
5. Reports
Enables you to create statistical reports and configure report views of the dashboard.
6. Fuzzy / Phrase search
Fuzzy search allows you to find strings that match pattern approximately. You can enter a keyword to search for information that match with the word or phrase that you designate.
7. Setup menu
Facilitates you to set up the environment and status of the LogixCRM you need.
8. Language
Choose the language of the application interface.
9. Login profile
Allows you to edit your profile or sign out.
A. Daily / Recent counter
Shows your daily or recently accessed clients.
B. Open tasks
Reminds you to check the open tasks of yours or team members.
C. Quick reports
Presents quick report views for you to check out in an instant.
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