The Projects section with rich functional capabilities is the first segment of the workflow, where you can enter here the information about future or current projects (or campaigns) of the company you are managing. The projects you create register the work process to be carried out and can be associated not only with the existing partners, but also with the potential partners.

The second segment of the workflow is the Opportunities Section. Here you get the opportunity to register activities that you consider an opportunity for the business you manage, such as sales, incidents, events, tenders etc. .   As the name suggests, this section is used to register the initial stage of relations with partners. So, at this stage, you do not know whether you will appreciate the opportunity or whether the opportunity is suitable for making a proposal. In this case, the Opportunity is registered on the Corpolead CRM platform and the “Responsible or Related person” from the sales or other relevant department you have assigned is appointed to this job. If successful, the transition to the next stage of the process is realized.

As is clear from the previous sections, the Proposals section is dynamically a part of the workflow and in addition to being related to other sections, as a hierarchy comes after the Opportunities section. You can design a proposal template for the company you want to make an offer according to your company's corporate identity and manage all your proposals automatically.

During the process of drafting of a proposal the platform combines functions such as single or two logo templates, automatic management of the unique number of proposal, sending to the customer's email, downloading in PDF format.

The orders section is the next segment of the workflow and a copy of the approved Proposals is copied to this section. Both the information coming directly from the Proposals section and the directly realized order data are collected in this section. In the orders section, you can view information about this order such as opportunity, proposal, product, note and responsible person.

Although it is not directly involved in the workflow, this section, which is a part of it, is intended to regulate procurement processes. Generally consists of two parts, Purchases and Purchase Orders. Purchases - reflect the proposals collected based on your business's purchase need, and the purchase orders reflect the purchases you have confirmed. This also means that even unconfirmed purchase proposals will always be available to you.

The accounting section consists mainly of two sub-sections, Income and Expenses. In the workflow process, the information such as payment amounts for confirmed orders is automatically reflected in the Income section, and the payments such as Purchase orders or salaries are automatically reflected in the Expenses section. In addition, the automatically generated income/expense reports in this section will help you in collecting information about business accounting.

This section is one of the important sections in the Corpolead CRM platform for both work with the customers (CRM) and internal planning (ERP). Here you will add the products and services that belong to the company you are managing and lay the foundation for the automation process. Information such as the unit of measurement, number, price or code of the products you enter will automatically be actively used in other sections related to Proposals or work with customers.

Here you can give tasks to employees, track these tasks, receive reports and share files among yourselves. The tasks you give can be assigned to any partner or project. At the same time, you can create tasks related only to you and plan the work to be performed. When you prepare the task that belongs only to you, other users will not see this task in the general list.

Events section is for registering the processes in which you are in a close relationship with your customers. In this section, you can organize meetings and sessions, share their addresses with your employees and collect information about the results of the events. The section consists of two sub-sections Events and Calendar. In the first sub-section, it is possible to enter event data, carry out operations on them, and in the second, without making any changes, to see the location of the events on the calendar.

This section is specially designed to manage the data of your company employees who are users of the platform and who are not. You can enter your employees' personal, educational, contact, work life information here. In addition, by means of this section, you can ensure that your employees are granted user status on the platform.

CorpoLead CRM is the module needed to manage users and grant them permissions on operations. In this section, you can manage which section of CRM the user is allowed to use, view, create, edit and delete functions per sections.

The Human Resources section and the Users section are the sections that work parallel to each other. If a user is listed as a CRM user in the Human Resources section, you will also see this registration in the Users section. At the same time, if the User makes changes in his/her account, this change will be reflected in both modules.

This section is to register access times of CRM users to the platform and IP addresses. In other words, you will be able to see when your employee with user status enters the platform and in which section he/she is conducting the operation.

Management of parametric structure of the Corpolead CRM platform is carried out in this section. The goal here is to minimize the obstacles in front of you so that you can manage the platform as you want by adapting it to your own business. The parametric structure allows you to tailor the platform-registered standards, work statuses, accounting types and other information to your business.

“CorpoLead  CRM” platform is supplied with exclusive dashboard  to analyze your business. There is original dashboard expressed current status of each sections besides with main dashboard on home page. These panels are updated by us invariably in consideration with frequency usage and needs of modern business.

Additionally, “CorpoLead CRM” platform is supplied with Notifications and Instant Messaging modules. Notifications module operates automatically, and in the act of assignment as Liable or Associated Person for modules by any user, notifications will be sent you both via platform and email. Instant Messaging module offers an opportunity to you for instant sharing information with