Cliosight Templates
Auto Repair Shop CRM
Proficiency Level: Intermediate / Cost: Free
Multi-functional Dashboard
This is a modified version of a garage CRM web application. We noticed our potential users' preference for mobile apps and conventional software for CRM, sales, billing, accounting, HRM and other functions. Therefore, we decided to create our own application within Cliosight that incorporates certain essential features from all these different solutions.
This project uses advanced SQL in reports. There are bindings between the report config variables and database columns. The schema consists of a number of entity tables that hold important attributes of a small business like an automobile repair shop.
The top apps for CRM, billing, HRM etc. are used by business owners for a monthly subscription fee. Typical tasks include calculations, generating invoices and taking business decisions. We need a way to collate all activities that belong to distinct functional domains, yet serve the same business operation in similar ways.
SQL databases have all the constructs that can handle complex database relations, calculations, automation and provision to incorporate dynamic values. In addition, we have notifications to help business owners communicate with customers, staff members, suppliers and business partners.
Primary Features
- Variables for query building
- Linked nested forms
- Data import with API
- Inline forms in a report
- Configuring triggers and jobs
- Email integration