Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customer’s area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view. Set customer reminders never forget anything about your customers.
Sales CRM allow you to keep track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with the different tax based on item.
Create recurring invoices that will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Create milestones for projects and track times spend based on the milestone. Ability to Drag and Drop tasks between milestones.
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organisation for your next actions, create reminders. Ability to auto converts the estimate to invoice after the customer accepts.
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. Proposal overdue notice before X days available.
Setup predefined email templates from text editor. Merge fields available.
You can give staff specific permissions what can do or can’t do. Role permissions can be overridden for each staff.
Share great company events upload documents, easy employees communications.
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Sales CRM features and stay organised.
Create tasks that will be auto created for a given time.
Leads or potential clients are really important part of any company. Every company trying every day to get new leads. Very often happened some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Our Sales CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organise 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.
Sales CRM encrypts all sensitive data in the database with a unique encryption key. Encryption performed on email passwords, API keys, api passwords etc..
Sales CRM is using server side data tables to perfectly handle large databases.
Our Sales CRM is fully responsive. You can easily access your data from mobile or tablet.
You can add new contracts based on your clients. Adding contracts is very simple, you can set a start date and end date and have a clear view of all your company contracts in one place. You won’t need any more to search in your desk documents. Create PDF contracts and send to your customers from our Sales 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.
Every staff member can have their own personal to-do dashboard.