SERVICES
CUSTOMER RELATIONSHIP & PROJECT MANAGEMENT
Customer Relationship & Project Management
Manage your business from anywhere in the world
CRM is a Customer Relationship Management tool, it’s a great fit for almost any company, freelancer or many other types of businesses. With its clean and modern design, CRM can help your business look more professional to your customers while improving business performance at the same time.
software for businesses
Customer Relationship & Project Management
CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how CRM can help you succeed..
CRM is a Customer Relationship Management tool, it's a great fit for almost any company, freelancer or many other types of businesses.
Manage your business from anywhere in the world Look more professional to your customers and improve business performance
With its clean and modern design, CRM can help your business look more professional to your customers while improving business performance at the same time.
Managing customers is important and CRM helps in several ways:
CUSTOMER RELATIONSHIP MANAGMENT
Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many CRM features and stay organized.
Build professional, great looking estimates and invoices.
Powerful support system with ability to auto import tickets.
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
Create professional proposals for leads or customers and increase sales.
Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
Know more about your customers with the powerful CRM.
Increase customer retention via built-in Surveys.
Use the Goals Tracking feature to keep sales goals in mind.
Create announcements for your staff members and customers.
Use Contracts feature to lock in current and future sales.
Custom fields can store extra information for customers, leads and more.
Receive payments from Paypal and Stripe in different currencies.
Tons of configurable options.
Style the CRM to your company branding with the powerful theme styling feature.
Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
Great looking calendar for each staff member based on staff permissions.
Follow ups, reports, notes, files and many more features.
Customer Relationship & Project Management
FEATURES
ALL MAIN FEATURES
Invoices
CRM allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item
Recurring Invoices
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years
Proposals
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept
Recurring Invoices
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available
Tickets
Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
Leads
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With CRM you will never forget your potential clients and you will be able to manage all of them in one place.