Build Custom CRM with Tiki Trackers

Streamline lead generation, tracking, conversion and customer support with Tiki Trackers CRM

We can design a custom customer relationship management system using Tiki Trackers. Having an integrated system within your web portal you will be able to reduce the efforts to build new and retain existing customers. When combined with Project Management and HRM trackers you can build a powerful enterprise management system under one roof.

Let's review the following example for building a generic customer relationship management system with Trackers. We have lead generation to estimates, orders, inventory and managing support tickets covered in the example. We can modify trackers anytime we want. Add, edit, delete tracker fields or add new trackers in the system.

Please have a look at the example below, for building a custom CRM with Tiki Trackers.


Sample CRM

Example Diagram

CRM Trackers


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Features Detail

1- Users

Tiki is equipped with extensive user groups and permissions modules to create multiple user groups for different departments, employees, clients, and managers etc.

2- Permissions

It allows you to control the user rights for all user groups. For example, Admins and Managers are allowed to create new clients, leads or employees etc. While clients can only view or add information related to orders or support inquiries.

3- Dashboard

We can create different dashboards for different user groups. After a secure login, the user will reach his designated dashboard for any relevant activity. For example, clients may log in and update their profile, buy a new product or seek support for any existing purchase.

4- Trackers

There are eight trackers defined in the example above. You may want more or less depending on your organization requirements. Each tracker works like a database table (container) to add or update data records called tracker items in Tiki.

5- Tracker Fields

Tracker fields build the structure of a tracker. There are more than 50 different field types such as text fields, text areas, dropdowns, user select, email etc. Advanced options include making certain fields visible only for a specific user group and much more.

6- Tracker Items

Every tracker has tracker items (data records). Using permissions we allow certain user types to be able to create, view and edit the data records. In this case for the HR system, the records will be the list of leads, clients, products, etc.

7- Communication

Using the Tiki built in comments system, managers can give feedback about a prospect. Keeping a history of what they learned about it. Comments can be enabled or disabled for any tracker.

8- Reporting

By using the trackers we are able to track all the data in the database and generate reports and charts to visualize this data.