Perfect CRM For Your Business Management
With its clean and modern style, our Customer Relationship Management software is a wonderful fit for practically any company, freelancer, or a variety of other uses.
Key Features of CRM
Keep track of how much time you spend on each task and bill your customers accordingly. Ability to assign numerous employees to a task and track timers for each employee.
Bill your customers in a more faster way via our awesome Stripe Subscriptions Feature. Create subscription, send the subscription to your
Keep track of leads in one spot and track their progress with ease. Auto-import leads from email, make notes, create proposals, and attach files.
Create invoices that are both professional and attractive. Send files, including the invoice PDF, directly to your clients. It's possible to set up recurring bills.
Estimates can be made in minutes. Send it to your customers and see if they accept it. After the customer accepts the estimate, you can convert it to an invoice automatically.
Creating recurrent expenses is a great way to save money. Create a recurring expense, and it will be created automatically after the time period you specify.
& Many More......
Like Support System, Calendar, Tasks, Contracts, Goals Tracking, Personal To-Do List, Customer Area & ....
How CRM help's you
Managing customers is important & we can help you out…
- The robust Project Management Feature allows you to manage and invoice projects.
- Create professional estimates and invoices that look fantastic.
- Support system with the ability to automatically import tickets.
- Keep track of how much time you spend on each task and bill your customers accordingly. Ability to assign numerous employees to a task and track timers for each employee.
- Even if the staff is not a project participant, they can be added as task followers. Without having access to the project, the staff member will be able to track the task’s progress.
- Keep track of leads in one spot and track their progress with ease. Ability to import leads from email, add comments, and build proposals automatically. Organize your leads into stages and effortlessly switch between them using drag and drop.
- Increase sales by creating attractive proposals for leads or consumers.
- Keep track of your company/project spending and bill your customers with an auto-conversion to invoice feature.
- With a powerful CRM, you can learn more about your customers.
- Customer retention can be improved with built-in surveys.
- Keep track of your sales targets with the Goals Tracking function.
- Make announcements to your consumers and employees.
- To lock in existing and future sales, use the Contracts tool.
- Custom fields can be used to hold additional information for customers, leads, and other entities.
- Receive payments in many currencies from Paypal and Stripe.
- With the advanced theme styling option, you can customise the CRM to match your company’s branding.
- Non-admin staff members can operate inside the CRM and manage their /wp-content/uploads/ and files in a separate media folder.
- Based on employee permissions, a great-looking calendar for each staff member.
- Follow-ups, reports, notes, and files are just a few of the options available.
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