Hello I am a Winery store owner and I already have a Small business management cloud base software called Fattureincloud.it but I need to have a more focused interface which will help me run the business which is a CRM interface and potentially some AI tools.
The Fattureincloud.it is my business management software all the data from management are there and most of the CRM data the rest come from external input from one CRM so I need to elaborate the fattureincloud data to have 3-5 pages management report and build CRM interface and I need to connect my WhatsApp so you can send sample of CRM Dashboard Design we can use
CRM Modules & Features Customer Management Module
Customer Data Management Customer Feedback Collection & Analysis GDPR Compliance & Data Security Sales & Lead Tracking Module
Sales & Lead Monitoring Sales Forecasting Multi-Channel Integration Personalized Communication Campaigns Customer Communication Module
Personalized Communication & Campaign Management Automation of Routine Tasks Loyalty & Rewards Management Analytics & Reporting Module
Data Analytics & Reporting Mobile Access Customer Support & Ticketing Module
Customer Support Ticket Management Knowledge Base Access Integration with POS & Inventory Systems Role-Based Access Management
Employee Roles & Permissions Employee Training Tools
A function that I would add is a company calendar and and administrator dashboard to limit the access of the employees only to some of the areas
Do you have examples of design that you can send to me so I can work on something you have already available?
The winery has 3 main business: 1. Wine sale to: - importers/distributors - Restaurants/Wine Stores - Private Customers
2. Wine Experiences - Vigna Casa Decima - Vigna Monte Ilice
3. Hospitality (not yet active) - Vigna Monte Ilice - Vigna Casa Decima
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03-Dec-2025 10:57 GMT
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