Home Health Care

Overview: Home Health Care ® is a simple Intuitive CRM  but fully customizable, sales management tool that empowers  and seamlessly integrate the daily sales tasks for the marketing and reporting needs.

Project Description:

1. All Contacts: Manage the Contacts info and their address details.
2. My Contacts: The contacts which can be added directly from All Contacts.

   1. Links: We can add additional contacts to a company or institution, or select existing contacts to link to it.

   2. Tasks: Tasks that were added from the Sales area for the contact

3. Leads: The contacts will be assigned to leads and schedule tasks for the contacts. Can view overdue tasks,current tasks,Global view and their Sales.
4. Sales: Manages sales info and their multiple invoices.
5. Employees: Maintains the company employees details,commissions and their expenses.
6. Absence: Maintains Employee leave details
7. Reports: Can generate a report for My Contacts,Leads, Sales and Employees based on their performance.
8. Calendar: Leads can schedule the tasks and update the result in the calendar view.
9. iOS Mobile app: Leads can use their Mobile app to upload/download their new contacts, scheduled tasks and their expenses.

Technical Highlights:

1. User Customization
2. Automatic travel expense calculation
3. Embedded tutorials

Plugins and Special features:

NIL

Team Size – 1 TL + 2 TM

Environment –

1. Desktop
2. iPad/iPhone
3. FileMaker WebDirect

Development Platform:

FileMaker 17 Pro Advanced.

Deployment Platform:

FileMaker Cloud Server 17.

# of Users:

1. Desktop – 10
2. iPad – 10
3. WebDirect – 10

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