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What is an Agency System?

Agency System is a combination of Sales Management System and Commission Calculation System (CCS) in brief. It is engineered to integrate the sales and finance department systematically and efficiently.

How does it work?

Overall, the system contains three user groups which are administrator group, customer group, dealer/distributor group.

The administrator group can create new user, update existing user information and assign which group that user belong to. They also can transfer e-wallet balance, bonus every end of the month.

The dealer/distributor group can add new prospect and customer info. Besides that, they can update information of their existing downlines, check their bonus, e-wallet balance and update their own profile.

Meanwhile, the customer group can add new customer info, update existing data and their own profile.

The system is made highly scalable for clients to add more features and usability into the system as they find it suitable for their company’s operation in future.

Agency System Stakeholder

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Workflow for Admin Account

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Workflow for Customer/Referral Account

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Workflow for Dealer Account

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Login Page

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A) Administrator account

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Main dashboard of admin account


Add new referral (customer) form


View all referral (customer) tables


Update demo of respective customer

B) Customer account

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Main dashboard of customer account


Add new referral form

View referral list table

View own referral table

Update own referral form

C) Dealer account

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Main dashboard of dealer account

View customer list table

Add new referral table

View own account table

Update own account information


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