Think Wider And Help Kinder

New UI Framework for CRM Excelsior

Please send us email for any comments

We enhanced the UI framework of our cross-platforms app CRM Excelsior. We changed the UI layout, enhance the internal flow, most basic functionality are same as CRM Basic (free version).

Th in-app purchase CRM Excelsior version contains features as follow:

1. Up to 60000 records in same template.
2. Support record deletion.
3. Support export the spreadsheet file (excel file).
4. Enhance the internal propriety database.

Figure 1. The first page is a user guide

There are 5 dedicated templates help to keep track the customer record.

Template lists are:

1. Commodity / Serivce (sell commodities or provide services)
2. Company (company of customer)
3. Customer (individual or company).
4. Invoice (issue invoice)
5. Contract (sign the contract when needed)

Please select the "Template List" from the dropdown list.

Figure 2. The template list of CRM records

Add the record by following sequence:

1. Press the [+ Add] button to add new record.
2. Input the necessary field in the record.
3. Press the [Save] button after any update (auto save on quit).
4. New added input will show at the top of middle area.
5. Must add at lease one "Commodity / Service (any products or services).
6. "Company" template stored the company of customer.
7. "Individual" already in "Company" template (customer not belongs to any company).
8. Add new template in sequence: Commodity > Company > Customer > Invoice > Contract

CRM Excelsior in-app purchases version allows to export the Excel file

Figure 3. Export Excel file from the CRM database