CRM & Project Management
Get started easily with our easy to use CRM application that can assist your business in managing clients and projects.
East To Use
Carefully Crafted Features.
Explore the advanced functionalities provided with the CRM and take your business to the next level.
- Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. We provide the ability to assign multiple staff members and track time by assigned project member.
- Build professional looking invoices, attach media, and send email to client. Create invoice reminders and recurring invoices which triggers based on conditions set by you, and assist in automating your sales process.
- Create estimates or proposals that your client can accept or decline online. We also provide the feature where you can covernt an existing estimate to invoice to which your customers can take action online even without logging in.
- With the simplified leads management module, you can easily keep track of all your leads data, follow up with them, attach custom documents and also auto import leads. We have enabled you to have a smooth marketing experience.
- Record company expenses or set up a recurring expense and the expense will automatically be created after the specified period. We have enabled you to set the period time to be days, weeks, months or years.
- Record and receive payments in different currencies. Customers can pay you via Paypal, Stripe and other payment gateways. You also have the feature to auto generated PDF after each recorded payment or transaction.
- Use custom contracts to execute any agreements with the clients. Create PDF documents in minutes and send the contracts to the clients, and get eledctronic signatures. You can also send contract reminders to the clients.
- We have built in a survey system that you can send to your clients and staff to get feedback or any information. We also have enabled the ability to send surveys to leads/customers/staff members, and enable custom mail lists.
- Have a clear view of all your company events, invoice information, contracts information, estimates and proposal details, at the same time having your projects and tasks information, enabling to interact and execute actions better.
- Use the company announcements module within the CRM to connect with your employees and retain engagement. Share company news, update latest information and communicate better with all your colleagues.
- Setup goals and tracking achievements with all your employees. Notify staff members about success or failure about required goals for the company. Track more effectively and efficiently with all the different modules.
- Create any custom field with respect to the modules provided with the CRM. Having the option to add custom fields enables you to customize the application however you want and have full control over it.
- If you have a custom subscription or a recurring service, we make sure that you have the tools needed to execute the necessary task. You can create custom subscription and enable payments to automate your sales.
- You can create custom knowledge base articles which can help your clients with the general questions or use them to provide better services and can automate your leads or customers service experience.
- Use the in-built tool to generate reports for various modules or customize the report as per your requirements. We make sure that you can generate reports in a single click and can rely on the provided software information.