Online CRM System with everything needed to run your sales and marketing,customer service, customer support and inventory in a single system advantage of software:- Settings module to Edit and adjust all CRM modules as you require. Leads to manage all your leads and prospect customers. Manage Opportunities. Manage Accounts. Manage Targets. Forecasts your income in the coming months, years. Manage Quotes (add, edit and delete). Manage Contracts. Manage Campaigns (SMS, Email). Manage Revenue Line Items. Manage Quote Line Items. Manage Support Cases. Create Meeting. Create Call. Create task and assign it to certain employee. Manage occasion. Add your email with in the system. Chat between the employees For more information kindly visit us at http://www.ukprosolutions.com/crm.html or contact us at E-mail: ukprosolutions@gmail.com E-mail:sales@ukprosolutions.com Skype: slaesdep.ukprosolution

2. Home Module
• View recent user’s data (Emails, Calls and
Meetings) and calendar.

3. Emails
• That allows the employees to access their online e-mail
inbox and folders. Employees can compose new e-mails
through the CRM and send them to accounts (sub
contacts are included) or for any contact on the system
• You can navigate to it from this icon on the header
• 1- Inbox
• a. View email.
• b. Delete email.
• c. Star email.
• d. Check Email is to synchronize with your email
account server.

4. Emails

5. Emails
2- Sent
a. View email.
b. Delete email.
c. Star email.
3- Draft
a. View email.
b. Delete email.
c. Star email.
d. Edit email and sent it.
4- Archived
a. View email.
b. Delete email.
5- Compose
a. To, CC, BCC, Subject, Message and attach files

6. Emails

7. Emails
6- Settings
a. Check email period enable user to manual/auto check his
emails every 5, 10, 30 minutes or 1houre.
b. Emails per page: that enable user to change the number
of emails that appears in page.
c. Outgoing mail is your current email
d. Outgoing password is your current account password
e. Outgoing server is the email client server
f. Outgoing port
g. Show (Inbox, Outbox, Draft, Archive)

8. Emails

9. Emails
7- My Emails
a. Show list of my resisted emails.
b. Add email account

10. Emails
7- My Emails
a. Show list of my resisted emails.
b. Add email account
c. Edit email account
d. View email account

11. Emails
e. Search email accounts
You can search by any key for all data or filter by specific
field (Email, Server, name, active and …etc.).
f. Delete email account
You can delete the current email account, prompt dialog
appears with confirmation message (“Are you sure you
want to delete this item?”) if you clicked “OK” button this
will unlike the email account from your email server and
delete the email messages from our system, if you clicked
“Cancel” no thing happen.

12. Manage Reminder Module
Reminder module will allow the employees to schedule
reminders to be sent to them or to the clients about a
meeting, payment or any data for that reminder.
You can navigate to it from this icon on the header
1- Schedule Meeting
a. Add the meeting details (Subject, status, start date,
end date, description and …etc.).
b. Add multi teams.
c. Assigned to user.
d. Make this meeting recurrence
(None/Daily/Weekly/Monthly/Yearly)

13. Manage Reminder Module

14. Manage Reminder Module
2- Schedule Call
a. Add the meeting details (Subject, status, start date,
duration, description and …etc.).
b. Add multi teams, contacts, users, leads.
c. Assigned to user.
d. Add invited to the call by (First name, last name, email) and
also to the system as contact or lead.
e. Make this meeting recurrence
(None/Daily/Weekly/Monthly/Yearly)

15. Manage Reminder Module

16. Manage Tasks Module
Tasks module allows the managers and admin to add tasks for
employees. Once the task is been added and assigned to specific
employee or group. The task will appear on their account after they
login to know what should they do and the work assigned to them.
You can navigate to it from this icon on the header

17. Manage Tasks Module
Tasks menu:
1- List all Tasks
2- Add new Task

18. Manage Tasks Module
1- Add new task
a. Add the task details (Subject, Priority, status, start date, end
date, description and …etc.).
b. Add multi teams.
c. Assigned to user.
d. Assigned to contact.

19. Manage Tasks Module
2- Edit current task
As you can add task you can also edit current task data.

20. Manage Tasks Module
3- View task details
a. After add or edit the task you can view the task details via the
view page

21. Manage Tasks Module
4- Delete task
You can delete the current task, prompt dialog appears with
confirmation message (“Are you sure you want to delete this item?”)
if you clicked “OK” button this will be deleted, if you clicked “Cancel”
nothing will happen.
5- Search
You can search by any key for all data or filter by specific field
(Subject, contact name, Priority, status, start date and due date.).

22. Manage Occasions Module
You can navigate to it from this icon on the header
Occasion’s menu:
1- List all occasions
2- Add new occasion

23. Manage Occasions Module
1- Add new occasion
a. Add the occasion details (Name, date, type, contact, subject
and body).
b. Mark the occasion to send by email or SMS or both.
c. Add multi teams.
d. Assigned to user.

24. Manage Occasions Module
2- Edit current occasion
As you can add occasion you can also edit current occasion data.

25. Manage Occasions Module
3- View occasion details
a. After add or edit the occasion you can view the occasion
details via the view page

26. Manage Occasions Module
4- Delete occasion
You can delete the current occasion, prompt dialog appears with
confirmation message (“Are you sure you want to delete this item?”)
if you clicked “OK” button this will be deleted, if you clicked “Cancel”
no thing happen.
5- Search
You can search by any key for all data or filter by specific field
(Name, date, type, contact and user).

27. Today Module
This module shows today all events, meetings, calls, tasks and
occasions on the calendar.
You can navigate to it from this icon on the header
You can navigate into calendar next and previous and show calendar
monthly or weekly

28. Manage Documents Module
Document module will be available for employees to upload the
documents related to any customer or account. They also can add a
document for any other module as reference for later revisions.
You can navigate to it from this icon on the header

29. Manage Documents Module
Documents menu:
1- List all Documents
2- Add new Document

30. Manage Documents Module
1- Add new document
a. Add the document details (Browse file, document name,
status, publish date, expire date and …etc.).
b. Add multi teams.
c. Can make this document template or not.
d. Assigned to user.

31. Manage Documents Module
2- Edit current document
As you can add document you can also edit current document data.

32. Manage Documents Module
3- View document details
a. After add or edit the document you can view the document
details via the view page

33. Manage Documents Module
4- Delete document
You can delete the current document, prompt dialog appears with
confirmation message (“Are you sure you want to delete this item?”)
if you clicked “OK” button this will be deleted, if you clicked “Cancel”
no thing happen.
5- Search
You can search by any key for all data or filter by specific field
(document name, status, publish date, expire date, user and …etc.).

34. Manage Notes Module
Under all accounts, contact, campaign and opportunity there will be
a note to save any other data for them; the note module will specify
what type of data should be added.
You can navigate to it from this icon on the header

35. Manage Notes Module
Notes menu:
1- List all notes
2- Add new note

36. Manage Notes Module
1- Add new note
a. Add the note details (Subject, contact, attachment, description
and …etc.).
b. Add multi teams.
c. View in portal or note.
d. Assigned to user.

37. Manage Notes Module
2- Edit current note
As you can add note you can also edit current note data.

38. Manage Notes Module
3- View note details
a. After add or edit the note you can view the note details via the
view page

39. Manage Notes Module
4- Delete note
You can delete the current note, prompt dialog appears with
confirmation message (“Are you sure you want to delete this item?”)
if you clicked “OK” button this will be deleted, if you clicked “Cancel”
no thing happen.
5- Search
You can search by any key for all data or filter by specific field
(Subject, contact, attachment, user and …etc.).

40. Manage Classification Module
This module will be added under all modules to save its classification
on the system (as requested from the client)
You can navigate to it from this icon on the header

41. Manage Classification Module
Classifications menu:
1- List all classifications
2- Add new classification
1- Add new classification
a. Add
the classification details
(Title, module, description
and active.).

42. Manage Classification Module
2- Edit current classification
As you can add classification you can also
edit current classification data.
3- View classification details
a. After add or edit the
classification you can view
the classification details via
the view page

43. Manage Classification Module
2- Edit current classification
As you can add classification you can also
edit current classification data.
3- View classification details
a. After add or edit the
classification you can view
the classification details via
the view page

44. Manage Classification Module
4- Delete classification
You can delete the current classification, prompt dialog appears with
confirmation message (“Are you sure you want to delete this item?”)
if you clicked “OK” button this will be deleted, if you clicked “Cancel”
no thing happen.
5- Search
You can search by any key for all data or filter by specific field
(Name, Title, Account name, Email and …etc.).

45. Manage Products Categories
From this module admin can add the main categories for the
products to be added under them. That will help him monitoring
each category selling charts.
You can navigate to it from this icon on the header

46. Manage Products Categories
Product categories menu:
1- List all Product categories
2- Add new Product category
1- Add new Product category
a. Add the Product
category details (Title,
description, parent category).
b. Add multi sub categories.

47. Manage Products Categories
2- Edit current Product category
As you can add Product category you can also edit current Product
category data.
3- View Product category details
a. After add or edit the Product category you can view the
Product category details via the view page

48. Manage Products Categories
4- Delete Product category
You can delete the current Product category, prompt dialog appears
with confirmation message (“Are you sure you want to delete this
item?”) if you clicked “OK” button this will be deleted, if you clicked
“Cancel” no thing happen.
5- Search
You can search by any key for all data or filter by specific field (Title,
description, parent category).

49. Manage Products Module
From this module, admin or employees can add the product with its
information and details, upload photos and assign it to the proper
category. Add the price and cost for the items and discount.
You can navigate to it from this icon on the header

50. Manage Products Module
1- Add new product
a. Add the Quoted
Line Item details (Name,
category, available, link,
tax, manufacture and …
etc.).
b. Weight, price, unite
price, list price, discount
price, pricing factor
and ...etc.

51. Manage Products Module
2- View product details
a. After add or edit the
product you can view the
product details via the
view page

52. Manage Products Module
3- Delete product
You can delete the current product, prompt dialog appears with
confirmation message (“Are you sure you want to delete this item?”)
if you clicked “OK” button this will be deleted, if you clicked “Cancel”
no thing happen.
4- Search
You can search by any key for all data or filter by specific field (Name,
category, type, Availability).

53. Manage Settings Module
On the settings module admin can manage the CRM system and
change the options. Enable and disable some modules from
appearing to employees and disable the functionality of the module
at all.
You can navigate to it from this icon on the header

54. Manage Employees
Employees menu:
1- List all employees
2- Add new Employee

55. Manage Employees
1- Add new
employee
a. Add the
employee details
(Name, email, phone,
avatar, address, status
and …etc.).
b. Add ability to
login with username
and password.

56. Manage Employees
View employee details
a. After add or edit the
employee you can view
the employee details via
the view page
Delete employee
You can delete the current
employee, prompt dialog
appears with confirmation
message (“Are you sure
you want to delete this
item?”) if you clicked “OK”
button this will be deleted,
if you clicked “Cancel” no
thing happen.
Search
You can search by any key
for all data or filter by
specific field (username,
department, email, active
and ...etc.).

57. Role Management
Roles menu:
1- List all roles
2- Add new roles

58. Role Management
1- Add new role
a. Add the role details
(Name and description).
2- Edit current role
As you can add role you
can also edit current role
data.
3- View role details
a. After add or edit the
role you can view the role
details via the view page
b. You can control full
access on
(Access/Delete/Edit/List
data/View/Create) on all
available modules.

59. Role Management
1- Add new role
a. Add the role details
(Name and description).
2- Edit current role
As you can add role you
can also edit current role
data.
3- View role details
a. After add or edit the
role you can view the role
details via the view page
b. You can control full
access on
(Access/Delete/Edit/List
data/View/Create) on all
available modules.

60. Currency
Currencies menu:
1- List all Currencies
2- Add new Currency
Add new Currency
c. Add
the Currency details (Title,
ios code, iso symbol and
active).
Edit current Currency
As you can add Currency you
can also edit current
Currency data.
Delete Currency
You can delete the Currency
target, prompt dialog
appears with confirmation
message (“Are you sure you
want to delete this item?”) if
you clicked “OK” button this
will be deleted, if you clicked

61. Manage Leads Module
Lead module will allow the admin to add new lead to the system. So, he can
later assign any account and contact to that lead. Admin will be able to
manage the lead settings and details. Lead module will hold the start of a
campaign that the owner needs to start and market it.

62. Manage Leads Module
Add new Lead
a. Add the Lead details (Name,
account name, email, image,
descriptions and …etc.).
b. Add multi teams.
c. Add multi phones and emails.
d. Add full address and
alternative one.
e. Assigned to user.

63. Manage Leads Module
View Lead details
a. After add or edit the
Lead you can view the Lead
details via the view page
Delete Lead
You can delete the current
Lead, prompt dialog
appears with confirmation
message (“Are you sure you
want to delete this item?”)
if you clicked “OK” button
this will be deleted, if you
clicked “Cancel” no thing
happen.
Search
You can search by any key
for all data or filter by
specific field (Name, Status,
Account name, Email and …
etc.).

64. Manage Contacts Module
Contact helps the admin to add multiple contacts for the main account. As
many department of the main account (company) and each department’s
head will be added as a contact and link it to the main account.

65. Manage Contacts Module
Add new contact
a. Add the contact details
(name, account and …etc.).
b. Add multi phones and
emails.
c. Add full address and
alternative one.

66. Manage Contacts Module
View contact details
a. After add or edit the account
you can view the account details
via the view page
b. Also you can add
(Leads, Opportunities, Direct
Reports To, Documents and
Quotes)

67. Manage Contacts Module
Delete contact
You can delete the current contact, prompt dialog appears with confirmation
message (“Are you sure you want to delete this item?”) if you clicked “OK”
button this can’t delete the contact from the database but it will be archived
with its all data to and disable this contact, if you clicked “Cancel” no thing
happen.
Search
You can search by any key for all data or filter by specific field (Name, Title,
Account name, Email and …etc.).

68. Manage Accounts Module
Account module allows the admin to add new account on the system for a
company or someone. What means if the account is created for someone it
will save the details of that person as a contact details. Otherwise, if the
account was created for a company it will save the company’s details then add
the employees of this company on the system as contact, then add those
contacts to the account.

69. Manage Accounts Module
Add new account
a. Add the account details (name,
account and …etc.).
b. Add multi phones and emails.
c. Add billing address and
shipping address or use shipping as
billing address.

70. Manage Accounts Module
View account details
a. After add or edit the account
you can view the account details via
the view page
4- Also you can add
(Contacts, Opportunities, Leads,
Revenue Line Items, Documents and
quotes)

71. Manage Accounts Module
View account details
a. After add or edit the account
you can view the account details via
the view page
4- Also you can add
(Contacts, Opportunities, Leads,
Revenue Line Items, Documents and
quotes)
- Delete account
You can delete the current account,
prompt dialog appears with
confirmation message (“Are you sure
you want to delete this item?”) if you
clicked “OK” button this can’t delete
the account from the database but it
will be archived with its all data to
and disable this account, if you
clicked “Cancel” no thing happen.
6- Search
You can search by any key for all data
or filter by specific field (Name,

72. Manage Targets Module
Target module helps admin to specify the target of any object he added to the
system, like adding a target of campaigns and target some accounts for some
products or services.

73. Manage Targets Module
Add new target
a. Add the target details
(name, account and teams
…etc.).
b. Add multi phones and
emails.
c. Add full address and
alternative one.

74. Manage Targets Module
View target details
a. After add or edit the
target you can view the
target details via the view
page

75. Manage Targets Module
Delete target
You can delete the current
target, prompt dialog
appears with confirmation
message (“Are you sure you
want to delete this item?”)
if you clicked “OK” button
this will be deleted, if you
clicked “Cancel” no thing
happen.
Search
You can search by any key
for all data or filter by
specific field (Name, Title,
Account name, Email and …
etc.).

76. Manage Opportunities Module
Opportunity module helps the admin to add an opportunity to sell some
products on the market for some accounts or assign that opportunity to a
campaign and monitor the opportunities to sell that product or services.

77. Manage Opportunities Module
Add new Opportunity
a. Add the Opportunity details (name, account, type, Assigned to
user, Lead Source, and …etc.).
b. Add multi teams.

78. Manage Opportunities Module
View opportunity details
a. After add or edit the
opportunity you can view the
opportunity details via the view
page
b. Also you can add
(Revenue Line Items,
Leads, Contacts, Documents
and Quotes)

79. Manage Opportunities Module
Delete opportunity
You can delete the current
opportunity, prompt dialog
appears with confirmation
message (“Are you sure you
want to delete this item?”) if
you clicked “OK” button this will
be deleted, if you clicked
“Cancel” no thing happen.
Search
You can search by any key for
all data or filter by specific field
(Name, Account name, Status,
Leader Source, User and …etc.).

80. Manage Forecasts Module
Forecast helps the admin to predict the status of his business within a specific
period of time. That helps him to enhance his business in the future by
preventing the mistakes done in the past.

81. Manage Forecasts Module
Forecasts menu:
1- List all forecasts
For each item on the forecasts:
- Can navigate to the
current forecasts (Revenue Line
Item, Opportunity
Name, Account Name and
Product Name).
- Sort the rows ascending
and descending by
(Title, Expected Close
Date, Stage, Probability and
Likely).
2- Search
You can search by any key for all
data or filter by specific field
(Opportunity Name, Account
Name and Product Name and …
etc.).

82. Manage Contracts Module
Contract module will generate the contracts and send them to the clients
(accounts and contacts) after the deal is done. The employees can create new
contracts and save them on the system then select what contract should be
send to each client on each case.

83. Manage Contracts Module
Add new contract
a. Add the contract
details (Contract name,
Status, account,
Currency, Opportunity,
User and …etc.).
b. Add the signed date
for customer and company
c. Add multi teams.

84. Manage Contracts Module
View contract details
a. After add or edit the
contract you can view the
contract details via the
view page.
b. Also you can add
(Notes & Attachments and
Documents).

85. Manage Contracts Module
Delete contract
You can delete the current contract, prompt dialog appears with confirmation
message (“Are you sure you want to delete this item?”) if you clicked “OK”
button this will be deleted, if you clicked “Cancel” no thing happen.
Search
You can search by any key for all data or filter by specific field (Name, Title,
Account name, Email and …etc.).

86. Manage Campaigns Module
Admin can start new campaign and add the details of it, add the accounts that
the campaign will target with the opportunities that can be assigned to that
campaign

87. Manage Campaigns Module
View campaign details
a. After add or edit the
campaign you can view the
campaign details via the view
page
Delete campaign
You can delete the current
campaign, prompt dialog
appears with confirmation
message (“Are you sure you
want to delete this item?”) if
you clicked “OK” button this
will be deleted, if you clicked
“Cancel” no thing happen.
Search
You can search by any key for
all data or filter by specific
field (Name, Title, Account
name, Email and …etc.).

88. Manage Revenue Line Items
Module
Add new Revenue Line Item
a. Add the Revenue Line
Item details (title, close
date, product, category,
currency, tax, source,
description and …etc.).
b. Add multi teams.
c. Assigned to user.

89. Manage Revenue Line Items
Module
View Revenue Line Item
details
a. After add or edit the
Revenue Line Item you can
view the Revenue Line Item
details via the view page
b. Also you can add
(Documents and Notes &
Attachments)

90. Manage Revenue Line Items
Module
Delete Revenue Line Item
You can delete the current
Revenue Line Item, prompt
dialog appears with
confirmation message (“Are
you sure you want to delete
this item?”) if you clicked
“OK” button this will be
deleted, if you clicked
“Cancel” no thing happen.
Search
You can search by any key
for all data or filter by
specific field (Title,
Opportunity Name, Account
name, Sales Stage,
Expected Close Date and …
etc.).

91. Manage Quoted Line Items
Module
Quoted line item contains the sold products or the products in the process of
being sold. Admin can create new quoted line item and add products from the
system or create list with new products.

92. Manage Quoted Line Items
Module
Add new Quoted Line Item
a. Add the Quoted Line
Item details (title, product
template, account name,
quantity, currency and …etc.).
b. Add multi teams.
c. Assigned to user.

93. Manage Quoted Line Items
Module
View Quoted Line Item details
a. After add or edit the Quoted Line Item you can
view the Quoted Line Item details via the view page
b. Also you can add Documents

94. Manage Quoted Line Items
Module
Delete Quoted Line Item
You can delete the current Quoted Line Item, prompt dialog appears
with confirmation message (“Are you sure you want to delete this
item?”) if you clicked “OK” button this will be deleted, if you clicked
“Cancel” no thing happen.
Search
You can search by any key for all data or filter by specific field (Title,
Account, Status, Cost and …etc.).

95. Manage Email Template Module
From this module admin can add templates to load and send them
directly from the send e-mails module or SMS module.

96. Manage Email Template Module
Add new Template
a. Add
the Template details (title,
type, description, subject
and formatted body and …
etc.).
b. Attach files.
c. Type of the template
may be SMS or Email or
Campaigns
d. Add multi teams.
e. Assigned to user.

97. Manage Email Template Module
View Template details
a. After add or edit the
Template you can view the
Template details via the
view page
Delete Template
You can delete the current
Template, prompt dialog
appears with confirmation
message (“Are you sure
you want to delete this
item?”) if you clicked “OK”
button this will be deleted,
if you clicked “Cancel” no
thing happen.
5- Search
You can search by any key
for all data or filter by

98. Manage Support Cases Module
Support cases module helps the organization to offer the best
products and services by allowing employees to add the issues on the
support section, employees will report the customer’s problem to get
solved within short time.

99. Manage Support Cases Module
Add new Support Case
a. Add the Support
Case details (Number,
Subject, Status, Priority,
and …etc.).
b. Add multi teams.
c. Assigned to user.

100. Manage Support Cases Module
View Support Case details
a. After add or edit the
Support Case you can
view the Support Case
details via the view page
b. Also you can add
(Contacts and Documents)

101. Manage Support Cases Module
Delete Support Case
You can delete the current
Support Case, prompt
dialog appears with
confirmation message
(“Are you sure you want to
delete this item?”) if you
clicked “OK” button this
will be deleted, if you
clicked “Cancel” no thing
happen.
5- Search
You can search by any key
for all data or filter by
specific field (Number,
Subject, Status,
Priority and …etc.).

102. Manage Reports Module
Where user can choose
the type of reports how
can view
1- Simple reports
2- Advanced reports
Simple reports

103. Manage Reports Module
Advanced Reports
Where user can follow the
wizard to generate the
report he need.

104. Manage Reports Module

105. Notifications
Where user can view all his notifications.

106. Instant Massaging