CRM system for a financial consulting company

In this section, we can see the list of clients, add new clients, view and edit client information, add new documents for clients and view, edit client asset information, add new assets, generate a report on all information in PDF format.

In this section, we can see the list of staff and add new ones. We can also assign roles to staff and access to information. There are two roles:

1. Administrator - has extensive capabilities, can see the information of all consultants and clients.

2. Consultant – a worker with such level can only see the information of their clients.

In the “Calendar” section, we can see scheduled events and information, for example, on the expiration of the term of a document with clients in a month, week, or day. There is also a synchronization function with the calendar in Outlook, which automates the planning process.

The “Dictionaries” section contains information on categories such as companies, countries, currencies, etc. This is necessary to use the drop-down menu. Such a menu allows to save screen space and time when filling in client or document data, while keeping the interface clean and organized.

“A drop-down” menu is a user interface element that allows the user to select one option from a list that appears when the user clicks on the menu.

This is the information section where we can view and edit office data, such as website, currency, address, contact details, etc.

In the “Client” Interface, the client can view the information that is uploaded to the system, including their personal data, information about documents, and assets. These sections work in the same way as in the Administrator’s Interface, with the only difference: a client can only view information without the right to edit.