Introduction

Managing customer interactions can be complex, but with our Customer Management System, it becomes effortless. Our CMS provides a centralized customer data hub, helping your business track inquiries, process orders, manage quotations, and analyze performance in real time. Built for speed, accuracy, and team productivity, it ensures every client receives a seamless experience. Whether you’re in sales, e-commerce, or service delivery, our CMS empowers you to build stronger relationships and achieve better business results.

Purpose

The purpose of the Customer Management System (CMS) is to centralize customer interactions, automate follow-ups, manage orders and quotations, and track performance metrics in one integrated platform. This system helps businesses improve customer communication, deliver projects on time, and boost team productivity by eliminating scattered workflows.

Core Feature Modules

Side Slider Navigation Panel – Quick Access to Everything: The intuitive side slider navigation panel houses seven primary modules: Chat, Automate, Orders, Quotations, Setup, Customer, and Analysis Report.

Dashboard Overview – Real-Time Insights: See total inquiries, repeat customer activity, deadlines, and ongoing orders at a glance. Stay on top of tasks without missing a beat.

Chat Module – Communication Without Chaos: Manage customer interactions with editable customer info, notes/remarks per chat, unread message highlights, returning customer tags, emoji picker, and file sharing – all while following a 24-hour policy-compliant restriction.

Automate Module – Effortless Follow-Ups: Set up automated, policy-compliant messages to keep customers informed even after the chat window closes. Example: “Your order has been completed.”

Orders Module – Track Every Stage: Create, place, and track orders from start to completion with full status visibility and integrated communication.

Quotation Module – Generate Quotes in Seconds: Use customizable templates for quick quotation creation, linked with the Setup Module for pricing and service consistency.

Setup Module – Full Backend Control: Manage templates, pricing options, and services in real-time so your team works with the latest information.

Customer Module – Manage Your Customer Base: Keep an updated contact directory, block irrelevant inquiries, and maintain a blocked customer list for cleaner workflows.

Analysis Report Module – Know Your Numbers: Generate daily, weekly, and monthly reports on orders, customer activity, and inquiry trends. Export data to Excel in one click.

Top Bar Utilities – Easy Access Features: Get real-time notifications, quick access to user profiles, and a global search bar to find customers or orders instantly.

Key Components for End-to-End Operations

Dashboard Component – Your Operations Command Center
A visual overview of all activity: new orders, deadlines, total orders, completed projects, in-progress tasks, cancellations, revisions, and reviews.

Orders Component – Full Order Lifecycle Management

• 11 tabs for detailed status categorization.
• Create tasks directly with the Action Button.
• Download briefs and attached files instantly.
• Integrated sales chat within each order.
• Managers upload deliverables, and admins mark completion.

Projects Component – Structured Project Execution

• Manage projects through 11 different stages.
• Assign specific writers or team members.
• Upload briefs and track deadlines.
• Ensure deliverables are uploaded and approved on time.

Tasks Component – All Assignments in One View

• 11 categorized tabs for better task sorting.
• Live chat between managers and writers for instant updates.
• View task titles, assigned writers, and statuses in one place.
• Monitor workload distribution for fair and efficient assignments.

Reports Component – Measure and Improve Performance

• Generate orders, projects, and task reports.
• Track monthly completion rates per writer.
• Identify pending tasks and redistribute workloads.
• Use data for performance reviews and resource planning.

Why Businesses Choose Our CMS

• Centralized Communication – Keep all chats, notes, and updates in one secure location.
• Order & Quotation Tracking – Manage the entire customer journey from inquiry to completion.
• Automation Saves Time – Policy-compliant follow-ups without manual effort.
• Data-Driven Decisions – Use analytics and reports to optimize workflows.
• Customizable Setup – Adapt the system to your services and pricing.
• Improved Team Coordination – Assign, track, and review work in one hub.

How It Works

1. Log in & Access Dashboard – See live customer interactions, orders, and key performance metrics.
2. Manage Conversations – Use the chat module to respond instantly, add notes, and share files.
3. Automate Engagement – Schedule follow-up messages for completed orders or new promotions.
4. Create & Track Orders – Assign tasks, monitor deadlines, and mark completion stages.
5. Generate Quotations – Use templates to create quick, customized offers for clients.
6. Analyze Results – Export detailed reports for performance reviews and planning.

Who Can Benefit From This Solution?

• Sales Teams – Handling 100+ daily client interactions with efficiency.
• Call Centers – Centralized support systems for faster ticket resolution.
• E-Commerce & Service Providers – Managing orders, quotations, and customer records in one place.