FileMaker - CRM/ERP System

This is a CRM/ERP system developed in FileMaker 11 to be used by a company that installs solar equipment at their client locations. This system has been developed to increase the efficiency and reduce costs in what is rapidly becoming a dynamic, volatile and exciting market. The system has following modules built into it. Such as: Lead Management, Quoting, Residential Account Management, Jobs, Lead Origins, Sales Dashboard, Scheduling Dashboard, Email Template etc.

Lead Management: This section is used to organize leads into categories, assign them to consultants and log contact history, appointment schedules, related quotes and jobs accounts.

Quotes:  This section keeps track of the lead quotes and converts them into Jobs and Accounts.

Account Management:  Here the company records the residential client details, link the account to multiple jobs to Accounts and log contact history.

Jobs:  All the quotes converted to job are tracked in this section. The jobs can any one of the following 4 types such as: Solar PV Installs, Solar PV Upgrades, and Solar Hot Water Systems.

Account Origin: Manage basic lead source information and assign leads and accounts to these records. Also manage referrals.

Sales Dashboard:  Here the overview of leads and sales related to sales representative/consultants are displayed. This is used as a user dashboard in the system.

Scheduling Dashboard:  This is a section which provides an easy portal for Schedulers to manage the installs jobs. User Management: This place is accessed by admin only where the admin can add/edit the system users.

Administration: This is specifically accessed by the admin user where s/he can manage the product details, rebate and discount available geographic location wise, managing email templates for all types of outgoing emails from the system and also can do the other global settings applicable to the system.