Project Title |
CRM integrated with Material Requisitioning & Job Costing functionality |
Client |
Janitorial and Sanitation Services provider operating in Kingston & St Catherine |
Business Problem / Opportunity |
The client currently employs manual job planning & customer relationship management processes. They desire to have a more organized method of managing their clientelle and the Pre-sales process (Referrals, Prospects & Quotations). Most importantly, they require an inventory management capability that will allow them to effectively manage the allocation of cleaning materials inventory (which is not for sale) unto service jobs, and do proper job costing on contract Services. |
FOSS Application |
vTIger - Customer Relationship Management System |
FOSS Solution Approach |
The vTiger CRM offers a suitable platform for this solution as it integrates base product inventory and services management functions unto the core CRM capability. One of several Case Studies done as part of the "FOSS in SMEs Research" Project. |
Project URL |
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