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Project title: Custom CRM Dashboard with AI & WhatsApp Integration for Winery
Posted by: External project from PeoplePerHour
Started: 07-Dec-2024 12:23 GMT
Description: 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
Project ID: 3411606
Project category:
Project budget:
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