Advancement Through Technology
Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.. Ability to auto import leads from emails and import leads from .CSV file included.
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions.Set customer reminders Never forget anything about your customers.
CRM allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed,Invoice with different tax based on item.provision to Create recurring invoices.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto sent thank you email to your customer after accepting the proposal.
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
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.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date , Create PDF contracts and send to your customers from CRM. Contract overdue reminders available..
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.
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.Use the Goals Tracking feature to keep sales goals in mind.
You can give staff a specific permissions what can do or cant do. Role permissions can be overided for each staff.Every staff member can have their own personal todo dashboard.ability to notify by email and built-in Reminders
Setup predefined email templates from text editor. Merge fields available,Share great company events, upload documents, easy employees communications,Create surveys with one click
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many CRM features and stay organized.
Reports, Sales, Expenses Report, Reports by customer, Custom date picker, Leads Conversions, Knowledge base articles
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Setup auto backup database each X days to prevent losing your important data.CRM encrypts all sensitive data in the database with unique encryption key.
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