CRM

Project Overview

Logo Desire designed and developed a custom Customer Relationship Management system for GetYourCableProvider.com. The CRM helps administrators and sales agents manage customer records, sales activity, invoices, payments, and performance reporting through a secure and user-friendly platform. The administrator dashboard provides complete control over the sales operation. Administrators can add, update, or delete agent accounts, monitor daily, weekly, and monthly sales, review the individual performance of each agent, and identify which customers were served by a particular agent. Each sales agent has a dedicated dashboard showing their daily, weekly, and monthly sales performance. Agents can add new customers, record sales, create payment invoices, and send invoices directly to customers by email. The CRM also allows agents to monitor payment status in real time. They can quickly identify customers who have paid, customers with pending payments, and customers who have not yet completed payment. In addition, agents can review service-level reports to understand which services are sold most frequently. This custom CRM improves sales visibility, customer management, payment follow-up, agent accountability, and overall operational efficiency for GetYourCableProvider.com.

Challenge

GetYourCableProvider.com required a centralised CRM to manage agents, customers, sales, invoices, and payment records. The business needed better visibility into daily, weekly, and monthly sales, along with a clear way to track each agent’s performance. Agents were also missing a structured system for recording customer details, adding sales, sending invoices, monitoring payment status, and identifying pending or unpaid customers.

Solution

Logo Desire developed a custom CRM tailored to the operational requirements of GetYourCableProvider.com. The admin dashboard allows administrators to: Add, update, and delete agent accounts Monitor daily, weekly, and monthly sales Review the sales performance of each agent View customers handled by individual agents Track overall business activity from one dashboard The agent dashboard allows agents to: View daily, weekly, and monthly sales Add and manage customer records Record completed sales Generate and email payment invoices Track paid, unpaid, and pending invoices Identify the services most frequently sold to customers

Results

The custom CRM provided GetYourCableProvider.com with a more organised and transparent sales management process. Administrators can now monitor agent activity, customer records, and sales performance in real time. Agents can manage their customers, sales, invoices, and payment follow-ups from a single platform. The system has improved sales tracking, agent accountability, invoice management, payment monitoring, customer record accuracy, and overall operational efficiency.

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