CRM
| Sr# | First Name |
Last Name |
Company Name |
Phone | Mobile | Address | |
|---|---|---|---|---|---|---|---|
| 1 | Umair | Siddiqui | Umair Saeed | umairsiddiqui9923@gmail.com | 0412590297 | 03147204826 | Kaleem Shaheed Colony No 1 |
| 2 | Muhammad | Amir | Amir Anwer | amir9923@yahoo.com | 0412697498 | 03217204826 | P 195 Shami Chock Ghulam Muhammad Abad |
| 3 | Digital | Softs | Umair Saeed | digitalsofts8@hotmail.com | 0417654897 | 03216786543 | 1st Office 2nd Floor 3rd Gallery Rexcity Faisalabad |
| 4 | Shahid | Aslam | Ali Hassan | shahid@digitalsofts.com | 0417865278 | 03217654389 | 1st Office, 2nd Floor,3rd Gallery Rexcity |
| 5 | Arshad | Farooq | Ali Hassan Numan | Arshad@digitalsoft.com | 0415678987 | 03335628921 | P98 A Block Sargodah Road |
| Sr# | Opportunity Name | Opportunity Type | Account Name | Contact Name | Product | Currency | Amount | Sale Stage | Lead Source |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Laser Printer | New Business | Amir Anwer | Umair Siddiqui | Wheat Thrasher 4.5 Patta | Rayaal | 113113 | Value Proposition | Partner |
| 2 | Dell Laptop | New Business | Amir Anwer | Muhammad Amir | Wheat Thrasher 4.5 Patta | Euro | 2323232 | Perception Analysis | Direct Mail |
| 3 | A4 paper Bundle | Existing Business | Umair Saeed | Umair Siddiqui | Wheat Thrasher 4.25 Shaft | Euro | 23232323 | Prospecting | Cold Call |
| 4 | Hp Printer1320 | New Business | Ali Hassan | Muhammad Amir | Wheat Thrasher 5 Shaft | Euro | 232323 | Decision Makers | Employee |
| Sr# | First Name |
Last Name |
Designation | Lead Source | Lead Status | Phone | Mobile | Address | City |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Umair | Siddiqui | Developer | Cold Call | New | 0412590297 | 03147204826 | Kaleem Shaheed Colony No 1 | Faisalabad |
| 2 | Muhammad | Amir | Front End Developer | Cold Call | Assigned | 0418976527 | 03217204927 | P195E Ghulam Muhammad Abad Shami Chock | Faisalabad |
| 3 | Shahid | Aslam | CEO | Employee | In Process | 0415675367 | 03215678909 | 1st Office,2nd Floor, 3rd Gallery Rexcity Faisalabad | Faisalabad |
| 4 | Arshad | Farooq | Project Manager | Partner | Converted | 0415678765 | 03456789876 | P90A Block C Sargodah Road | Faisalabad |
| 5 | Ali | Hassan | Developer | Existing Customer | In Process | 0412589029 | 03415678987 | p 689 kaleem Shaheed Colony | Faisalabad |
| Sr# | Quote Status | Responsible | Deal | Amount | Contact Person | Client | Company |
|---|---|---|---|---|---|---|---|
| 1 | Draft | Shahid Aslam | Contract | 20000.00 | Shahid Aslam | Umair Saeed | Digitalsofts |
| 2 | Declined | Muhammad Umair | Daily Basic | 565656.00 | Abdur Rehman | Ghulam Hassan | Hilton |
| 3 | Approved | Sir Khuram | Daily Basic | 34323433.00 | Arshad Farooq | Amir Anwer | Deltasofts |
| 4 | Being Reviewed by Client | Abdur Rehman | Daily Basic | 12121212.00 | Abdur Rehman | Amir Anwer | Sttoka |
| 5 | Draft | Arshad Farooq | Permanent | 22323232.00 | Shahid Aslam | Ali Hassan | Digitalsofts |
| Sr# | Deal Name | Stage | Income | Responsible | Deal Type | Contact Person | Company |
|---|---|---|---|---|---|---|---|
| 1 | Shahid Aslam | In Development | 208839.00 | Shahid Aslam | Services | Shahid Aslam | Digitalsofts |
| 2 | Arshad Farooq | Proposal/ Price Quote | 334111.00 | Arshad Farooq | Sales | Arshad Farooq | Digitalsofts |
| 3 | Muhammad Amir | Waiting for Details | 34343.00 | Abdur Rehman | Integrated Sales | Abdur Rehman | Deltasofts |
| 4 | Muhammad Umair | Negotiation/Review | 343553.00 | Shahid Aslam | Merchandise Sales | Hassan Mehmood | Hilton |
| 5 | Arfan Ali | Closed On | 77665.00 | Shahid Aslam | Sales | Shahid Aslam | Digitalsofts |
| Sr# | Subject | Contact | Status | Related To | Due Date | Priority |
|---|---|---|---|---|---|---|
| 1 | Send a Invoice to Hilton Enterprises | Umair Siddiqui | Not Started | Account | 2015-04-09 | Low |
| 2 | Send Proposal to DCO Okara | Muhammad Amir | Deferred | Project | 2015-04-07 | Normal |
| 3 | Installation of Application | Arshad Farooq | In Progress | Bug | 2015-05-08 | Low |
| 4 | Setup Eveluation | Shahid Aslam | Pending Input | Lead | 2015-04-21 | Normal |
| Sr# | Event Name | Start Date | End Date | Location | Duration | Budget |
|---|---|---|---|---|---|---|
| 1 | Meeting With Hilton Manager | 2015-04-01 | 2015-04-02 | Kaleem Shaheed Colony No 1 | 15 Minutes | 22295 |
| 2 | Lunch With Digitalsofts CEO | 2015-04-29 | 2015-04-21 | Royalton Hotel | 1.5 hours | 234000 |
| 3 | Official Dinner of Digitalsofts Pvt Ltd | 2015-04-28 | 2015-04-30 | Alaziz Banquet | 3 Hours | 2340000 |
| 4 | Celebrationg New ERP Version | 2015-04-29 | 2015-04-21 | Sareena Hotel | 6 Hours | 230000 |
| Sr# | Service Name | Usage Unit | Currency | Price | Category | Assigned To |
|---|---|---|---|---|---|---|
| 1 | Software Installation | Hours | Indian Rupees | 22232.00 | Support | Muhammad Asim |
| 2 | Install Window in System | Days | Euro | 43334.00 | Installation | Muhammad Asim |
| 3 | Campus Software Training | Hours | Euro | 345600.00 | Training | Shakeel Ahmed |
| 4 | CRM Software Installation | Days | Rayaal | 23232.00 | Installation | Bilal Arshad |
| 5 | Desktop Repair Services | Hours | Euro | 49000.00 | Support | Mudassar Aslam |
| Sr# | Project Name | Start Date | End Date | Type | Budget | Progress | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | 2015-04-07 | 2015-04-23 | Administrative | 433434 | 10% | Propspecting |
| 2 | Hilton Enterprises | 2015-04-14 | 2015-04-06 | Administrative | 340000 | 30% | In Progress |
| 3 | ZialBuilders | 2015-04-07 | 2015-04-13 | Operative | 509000 | 60% | Initiated |
| 4 | Royalton Hotel | 2015-04-14 | 2015-04-21 | Operative | 45000 | 60% | In Progress |
| Sr# | Subject | Start Time | End Time | Meeting Status | Duration | Related To | Location |
|---|---|---|---|---|---|---|---|
| 1 | Discuss Pricing of Hilton Enterprises | 01:00 | 14:10 | Held | 1 Hour | Account | Murqee Hall Royalton Hotel Canal Road Faisalabad |
| 2 | Introduce all Team | 02:22 | 00:12 | Held | 1.5 hours | Project | Star Hall Sareena Hotel Club Road Faisalabad |
| 3 | Demo of CRM Software | 02:32 | 01:31 | Planned | 6 Hours | Opportunity | Holton Enterprises Hall Khurianwala Road Faisalabad |
| 4 | Discuss Pricing of Hilton Enterprises | 14:32 | 14:32 | Held | 45 Minutes | Project | Murqee Hall Royalton Hotel Canal Road Faisalabad |
| 5 | Introduce all Team | 15:23 | 15:24 | Not Held | None | Case | Star Hall Sareena Hotel Club Road Faisalabad |
| 6 | Demo of CRM Software | 14:23 | 14:32 | Held | 1 Hour | Project | Holton Enterprises Hall Khurianwala Road Faisalabad |