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

Customer Invoice History For Group Natural Stone	Customer Record Update Form

Customer Todo Create Form	Customer Todos

Customer Inventory	Customer OAs

Customer Contacts	Contact Update/Delete Form

Customer Pricing Levels	Customer Pricing Mail Form

Customer Certifications	Customer Certification Mail Form

Customer Marketing Orders & Associates	Marketing Tower

Marketing Order Inventory	Marketing Order Placement Form

Customer Doc Mail Form	Customer Visits

2. Orders

Orders	Returns

OAs	OA Details

Marketing Orders	Delivery

Back Orders	Consignments

3. Promo

Promos	Promo Item Prices

Selected Customer For Pricing, Marketing Mail & Inventory Order	Marketing Mail Form

4. Coming Soon

Coming Soon	Coming Soon Group Items

Selected Customer Coming Soon Price

5. Inventory

Inventory Search	Inventory

Group Prices	Selected Customer Group Prices

Group Lots and Lot Items	Lot Prices

Clearence Prices	Selected Customer Clearence Prices

Add Back Order Item To Cart	Coming Soon For Inv Group