CLMT is client management tool useful for tracking customer’s contact
detail, opportunities and follow ups. CLMT is build on SharePoint as
backend and PowerApps as Frontend. The main modules of CLMT are:
4) follow Up
5) Customer Demo/POC
6) Purchase Order
There are several flows used for Approval Process it also blocks Calendar and add Reminder of Customer demo/POC.
Contacts is the master of all the company contact person. There can be more than one contact person in single company. The user can search the list of Contacts , by name, city, state, country etc. The user can add new contact, update the contact information or delete the contact
Companies is the master of all the company. The user can search the list of companies, by name, city, state, country etc. The user can add new company, update the company information or delete the company.
Opportunities is the list of opportunity generated through various source. The opportunities can be added here, which goes through several approval to get opportunity approved and associated people is involved for regular updates and follow up