CLMT(Client Lead Management tool)

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CLMT is a comprehensive solution designed to help organizations efficiently manage and store client records. Built on SharePoint with PowerApps as the frontend, CLMT offers a user-friendly interface for tracking customer contact details, opportunities, and follow-ups. It enables businesses to streamline their lead management processes, ensuring that no potential client is overlooked. Key Features and Functionality: - Contact Management: Allows users to add, update, and delete contact information. Users can search for contacts by name, city, state, or country, accommodating multiple contacts within a single organization. - Company Management: Facilitates the addition, updating, and deletion of company information. Users can search for companies based on various criteria, such as name, city, state, or country. - Opportunity Tracking: Displays a list of opportunities generated from various sources. Users can add new opportunities and associate relevant personnel for updates and follow-ups. - Lead Management: Offers features like lead nurturing, event monitoring, lead segmentation, and lead distribution, enabling businesses to categorize and prioritize leads effectively. Primary Value and Problem Solved: CLMT addresses the challenge of managing and organizing client information by providing a centralized platform for storing and tracking client data. By automating lead management processes, it reduces manual effort, minimizes errors, and ensures timely follow-ups. This leads to improved client relationships, increased conversion rates, and enhanced overall efficiency in sales and marketing operations.