Build A Basic CRM Portal

Manolo Portal Wishes Overall Features Manolo Bot is a creative way to communicate on behalf of manolo. (Used for all notifications and communication in the portal) User Management Login Verification Register With a Gmail account Admin can create accounts Client can login to a team User can send an invite link to team to sign up under the same team Notification When an account is created to both the user and admin When user is added to a team First Look At Portal Client Dashboard & Tracker Tracker for website progress Tracker: The manolo tracker is to help our clients track the progress of their website with detailed information along the way. The tracker should be interactive. One of the interactions is notifications (email and/or text). The notifications should be for every bullet point started and completed in every section. Track bullet points. (Tracker will have percentage of completion with predetermined timeline, meaning the tracker moves percentage wise via some sort of trigger or date and time) We want the ability to send out notification based off of time remaining. Meeting & Research Manolo schedules a meeting with client Meeting is complete Research is started by Manolo team Design Design Sent to Client Client Feedback Client approval Development Development started/Development completed Final Review (We want the final review to be digital. Like: [login to view URL]) Client’s can visually make changes on the website. Edits/Corrections Copy Pictures/Video Round 2 Round 3 Admin CMS Solution Management of Clients Tracking Support Or integration into Hubspot or salesforce (Maybe an CMS Built in)