CRM Dashboard

This screenshot shows the home page for all CRM users. This is the first screen that you see after logging in to the system. The left hand side contains the application menu. The right hand side shows the main content for the particular function that you're accessing.

The dashboard gives a great overview into your business where you can drill down into more detail as needed.

Sales Management

Review your sales performance, manage your pipeline and view the progress of the opportunities your sales team are currently working on.

Marketing Management

Viewing a marketing campaign, you can view all targeted contacts, add new contacts and export data for a mail merge.

Project Milestones and Tasks

This screenshot shows the details of a project with a summary of the progress and detailed milestones and tasks.

Calendar - Month View

This screenshots shows the shared calendar at work. Here we have a simple shared calendar for two users, User A is in blue, and User B is in green. Today's date is highlighted in red.

Note the reminders section on the left hand side of the screen. Leopard CRM will show this reminder without having to refreshing the browser.

Calendar - Week View

This is similar to the other shared calendar screenshot, but from a weekly viewpoint.

Person/Contact View

Shown here is the standard view of a person/contact within Leopard CRM. This is the section that tracks all the history of your customer. Points to note here are the upcoming events, marketing history and notes history.

Company View

The company view is the screen that shows contact details, addresses, files, and all contacts belonging to the company. Each contact listed also mentions the preferred contact, most recent event and most recent note for easy identification of customers you're currently in contact with.

Notes

You can add a note to any contact or event and also set a follow up date all on the one screen. Simple HTML formatting is also available and formatting is preserved when pasting formatted text from documents or emails.

Advanced Search

This screenshot demonstrates the advanced search feature in Leopard CRM. Primary features shown are boolean searching and fine tuning searches according to states, regions, event attendances, and note history.