When you're looking for a reliable and efficient CRM solution to
enhance
your customer relationships? Look no further!
Our cutting-edge CRM
platform is designed to empower your
business, streamline operations,
and create unforgettable
customer experiences.
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.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...
Create prospect forms for anything with a simple drag and drop.
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.
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
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 (every X months). You can set recurring starting from 1 month to 12 months.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Share great company events, upload documents, easy employees communications.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Generate powerful survey reports
Get client data managed from anywhere with weekly database backups available in a zipfile, on demand.
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