Awesome support system!
CRM means a combination of business strategies, software and processes that help build long-lasting relationships between companies and their customers.
This software ensures that every step of the interaction with consumers goes smoothly and efficiently in order to increase the overall profits. The software gathers customer data from multiple channels. Hence, CRM stores detailed information on overall purchase history, personal info, and even purchasing behaviour patterns.
Take your game to the next level
- Credit Notes
Record company 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 projects.
Record and receive payments in different currencies. Customers can pay you via PayPal and Stripe. Auto generated PDF after each recorded payment.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and to your customers via built-in sending contracts feature. Ability to send customer reminders before contract’s expiry.
PROJECT MANAGEMENT TOOL
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
ONE CLICK INVOICE CREATION
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice. You can set recurring starting from 1 month to 12 months.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
AWESOME SUPPORT SYSTEM
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.
BUILT IN STAFF
Assign task to multiple employees, add task followers, task comments allowed, task attachments
The lead management tool in this CRM software enables you to classify the valuable leads and help process them faster. Track crucial leads that require immediate attention and share them across your team members for better results.
Track and Discover
With our lead management software, you can now monitor lead status and keep a record of reasons for failure or success to each deal in your sales pipeline. The software tracks your sales pipeline for new, pending, and untouched deals to enable easy monitoring and supervising of various business opportunities.
Get notified with real-time information every time your client makes an effort to contact you. Configure the CRM software to send group or individual contact email notifications, mobile phone alerts, and desktop notifications.