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CRM is an iPad app for UMI Stone catering to sales representatives, marketers, and managers.

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MuhammadHuzaifaZahid/CRM

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CRM

CRM is an iPad app for UMI Stone catering to sales representatives, marketers, and managers. This all-in-one app facilitates seamless data sharing and management, performance tracking, and enhanced customer interactions.

Technologies Used

  • Xcode 13, 14
  • SwiftUI
  • Swift
  • PDFKit
  • AVKit
  • MapKit
  • CoreLocation
  • Charts
  • Sliders

Notable Features

  • Role Based Access
  • Employee Simulation For Managers
  • In App Mail Support
  • Performance Reports
  • Route Planning & Execution
  • Simultaneous Appointment Handling

Home Modules

1. Customers

Customers Customer Detail
2 3
Customer Invoice History For Group Natural Stone Customer Record Update Form
28 7
Customer Todo Create Form Customer Todos
5 4
Customer Inventory Customer OAs
8 9
Customer Contacts Contact Update/Delete Form
11 12
Customer Pricing Levels Customer Pricing Mail Form
13 16
Customer Certifications Customer Certification Mail Form
17 18
Customer Marketing Orders & Associates Marketing Tower
19 21
Marketing Order Inventory Marketing Order Placement Form
23 24
Customer Doc Mail Form Customer Visits
25 26

2. Orders

Orders Returns
1 Returns
OAs OA Details
OAs OA Details
Marketing Orders Delivery
Marketing Delivery
Back Orders Consignments
BackOrders Consignments

3. Promo

Promos Promo Item Prices
Promo Promo Pricing
Selected Customer For Pricing, Marketing Mail & Inventory Order Marketing Mail Form
Customer Selection Mail Form

4. Coming Soon

Coming Soon Coming Soon Group Items
CS CS1
Selected Customer Coming Soon Price
CS Price

5. Inventory

Inventory Search Inventory
Inv Search Inv Result
Group Prices Selected Customer Group Prices
Group Pricing Group Customer Pricing
Group Lots and Lot Items Lot Prices
Inv Group Expansion Lot Pricing 2
Clearence Prices Selected Customer Clearence Prices
Clearence Item Price Clearence Item Price 2
Add Back Order Item To Cart Coming Soon For Inv Group
Back Order Inv CS Inv

6. Marketing Mail & Order Cart

Mail & Order Carts Marketing Mail Form ( Promo, Coming Soon, Inventory )
Inv Mail Form 2
Inventory & Back Order Placement Form Order Confirmation & Details Form
Order Form Frame-21-12-2023-12-57-33

7. Announcements

Announcements
Items Announcements
Announcement Video Announcement Image
Video Announcement Image Announcement

8. Appointments

1 2
3 4
5 6
7 9
10 11
12 13
14 15

Account Modules

1. Goals

Frame-21-12-2023-01-10-54 Frame-21-12-2023-01-11-32
Frame-21-12-2023-01-12-24

2. To-Do

Employee To-Dos
Frame-21-12-2023-01-12-37 Frame-21-12-2023-01-12-50
Customer To-Dos Calender ( For Routes )
Frame-21-12-2023-01-13-18 Frame-21-12-2023-01-13-51
Old Route Details Route Duplication
Frame-21-12-2023-01-14-06 Frame-21-12-2023-01-15-39
Upcoming Route Details New Route
Frame-21-12-2023-01-16-18 Frame-21-12-2023-01-18-03
Search Route Stops/Clients Route Directions
Frame-21-12-2023-01-20-14 Frame-21-12-2023-01-18-39

3. Pending

Frame-21-12-2023-01-20-37 Frame-21-12-2023-01-20-44
Frame-21-12-2023-01-21-23 Frame-21-12-2023-01-22-00

4. Appointments & 5. Visits

Frame-21-12-2023-01-22-43 Frame-21-12-2023-01-23-24

About

CRM is an iPad app for UMI Stone catering to sales representatives, marketers, and managers.

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