CRM

CRM Documentation & Blog for MC Vendor Hub
CRM Overview
The Customer Relationship Management (CRM) system in MC Vendor Hub helps businesses manage Leads, Clients, Customer Support, Tasks, Projects, and Orders in a single platform. It ensures smooth operations, improved sales, and higher customer satisfaction. MC Vendor Hub CRM centralizes all business activities, making it simple for teams to track, manage, and grow.
Dashboard
The CRM Dashboard provides a real-time overview of all CRM activities. 
Key features include:
          > Total Leads
          > Converted Clients
          > Active Projects
          > Pending Tasks
          > Orders Status
          > Support Tickets
It also provides charts and visual reports for:
          > Sales pipeline
          > Lead conversions
          > Client growth trends
This makes it easy for managers to make data-driven decisions quickly.
1. Leads
Purpose: Manage potential customers before they become confirmed clients.
Features:
     a. Add Lead: Enter details like name, contact info, source, requirements, and follow-up date.
     b. Leads List: View all leads with filters (hot, cold, converted, lost).
     c. Lead Reports: Analyze conversion rates, lead source effectiveness, and sales team performance.
Workflow: Lead ? Follow-up ? Converted (Client) / Lost
2. Clients
Purpose: Manage confirmed customers and maintain long-term relationships.
Features:
      a. Add New Clients: Enter customer profiles, company details, tax info, and contacts.
      b. Clients List: View and search all clients (active/inactive).
      c. Client Overview: Complete client history including:
               * Orders
               * Payments
               * Support Tickets
               * Projects
               * Tasks
3. Customer Support
Purpose: Handle customer issues efficiently to maintain satisfaction.
Features:
      a. Ticket creation and assignment
      b. Status tracking: Open, In-progress, Resolved, Closed
      c. Ensures transparent communication and faster resolutions
4. Task Management
Purpose: Track activities to improve team efficiency.
Features:
     a. Add New Task: Assign tasks like follow-ups, quotations, or client meetings.
     b. Task List: Track pending and completed tasks with deadlines and priorities.
5. Project Management
Purpose: Manage long-term or larger client projects effectively.
Features:
     a. Add New Project: Define projects with milestones, deadlines, and assigned staff.
     b. Project List: Monitor progress, budgets, and deliverables.
6. Orders
Purpose: Simplify sales and purchase management.
Features:
     a. Add New Order: Create sales orders with items/services, pricing, discounts, and payment terms.
     b. Order List: Track all orders and their statuses: Pending, Processing, Completed, or Cancelled.
CRM Workflow
        > Lead Generated
        > Follow-up
        > Client Conversion
        > Order Creation
        > Project Execution / Support
        > Tasks & Reports
This end-to-end workflow ensures that every lead is tracked and managed until the client receives the service or product.
Benefits of MC Vendor Hub CRM
        > Centralized database for customers and vendors
        > Better sales tracking with lead-to-client flow
        > Improved customer satisfaction with support tickets
        > Efficient task and project management for staff productivity
        > Insightful reports and analytics for decision-making
With MC Vendor Hub CRM, businesses can manage customers seamlessly, boost sales, improve staff efficiency, and ensure sustainable growth.