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The Divi App

CRM Software

We have CRM Software with fully customized Feature means you can customize as per your need.

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CRM Features

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PROJECT

Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

INVOICES

Build professional and great looking invoice. Attach file and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.

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ESTIMATES

Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and makes actions on the estimate even without logging in.

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PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed negotiation.

EXPENSES

Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.

PAYMENTS

Record and receive payments in different currencies. Auto generated PDF send to customer. Ability toad partial payments to invoice in available.

LEADS MANAGEMENT

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add note, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.

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WEB TO LEAD FORMS

CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then enter their names, email address, upload attachments and other basic information, to create a lead directly in the CRM.

SUPPORT SYSTEM

Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.

CALENDAR

Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders. You’ll never miss anything from the calendar!

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CUSTOM FIELDS

You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fot Your business. Ability to show in the customer portal or table.

TASKS

Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.

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KNOWLEDGE BASE

Create knowledge base articles and organize them in groups. Help your customers and build trust.

CONTRACTS

Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.

REPORTS

Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.

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GOALS TRACKING

Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.

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PERSONAL TODO LIST

Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop feature enabled.

CUSTOMERS AREA

The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.

CREDIT NOTES

Your customer changed his mind and now he want credit note? With Our CRM you can create credit notes in a minute and send to your customer.

CLIENT STATEMENT

Be professional, send a statement to your customers if they have more than one invoice outstanding, or if your customers wants to see all invoice and payments. It helps them pay faster since they can easily see the total invoices outstanding that they still have to pay and also displays an overview of all transactions between you and the customer.

TICKET FORM

Embed ticket form with an iframe on unlimited external websites and receive the tickets directly in your Our CRM installation. If the sender is already a customer the system the system will auto recognize and auto add the imported ticket under the customer profile.

CREATE GOOD LOOKING PROPOSALS

Send proposal to leads or customers and wait for their feedback. Proposal can be accepted directly from any device.

SEND ESTIMATES TO CUSTOMERS

Ability to create estimates and auto convert to invoice after accepting.

ADJUST MENU ITEMS

Easily drag and drop to adjust the menu items and remove unnecessary features.

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