We have CRM Software with fully customized Feature means you can customize as per your need.
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.
Build professional and great looking invoice. Attach file and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.
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.
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.
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.
Record and receive payments in different currencies. Auto generated PDF send to customer. Ability toad partial payments to invoice in available.
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.
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.
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.
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!
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.
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.
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
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.
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.
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.
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.
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.