Projects

Manage and Invoice projects with powerful project management modules , Track time spent and tasks , get estimates and bill to customers , Ability to assign multipls staff members and task and track timer as per staff member. Extract project and timeline reports with KPI indicators.

Fully support documents sharing with multiple teams and stack holders . Implementation of agile methodologies like Scrum and Kanban,

Invoices & Estimates

Build professional and great looking invoices , attach files and documents sent directly to clients ability to send recurring invoices , Can download and convert into PDF or excel format .

Create estimates within miniutes , Send for your customers to accept , Ability to autoconvert estimates into invoices.Customers can view and take actions on estimates.

Expenses and Payments

Enables tracking of customer payments, providing visibility into which payments have been received and which are outstanding.

Integrates with payment gateways to facilitate online payments. This feature allows customers to make payments directly through the CRM system.

Tracks and records business expenses, such as travel expenses, marketing costs, and other operational expenditures.

Areas of Practice

• Contact and Lead Management
• Sales and Opportunity Management
• Identify and engage the right customers
• Improve customer interaction
• Track progress across the customer journey
• Increase team productivity 
• Interaction Tracking

Years of Expertise & Professionalism

• Workflow Automation
• Customer Support and Service
• Mobile Access
• Integration Capabilities
• Scalability and Customization
• Data Security and Privacy
• Reporting and Analytics

Prominant Features

• Contact Management:
  • Manages information about individual contacts, including their names, contact details, interactions, and associated accounts.
• Account Management:
  • Focuses on managing information related to business accounts, including company details, contacts associated with the account, and any interactions or transactions.
• Opportunity Management:
  • Tracks potential sales opportunities, including details about deals, sales stages, probability of closure, and associated contacts and accounts.
• Lead Management:
  • Manages information about potential customers or opportunities before they become formal customers. It includes lead capture, qualification, and nurturing processes.
• Sales Pipeline:
  • Provides a visual representation of the sales process, including stages from lead generation to deal closure. It helps in tracking and managing the progress of sales opportunities.
• Activity Management:
  • Tracks various activities and interactions with contacts, accounts, and opportunities. This can include emails, calls, meetings, and other communication.
• Calendar and Task Management:
  • Helps users schedule and manage tasks, appointments, and follow-ups. It ensures that important activities and deadlines are not overlooked.
• Email Integration:
  • Integrates with email systems to track email communications, allowing users to log and access emails directly within the CRM system.
• Document Management:
  • Stores and organizes documents related to customers, deals, and interactions. It helps in maintaining a centralized repository for important files.
• Reporting and Analytics:
  • Provides tools for creating and analyzing reports on various CRM data, helping businesses gain insights into performance, trends, and customer behaviors.
• Workflow Automation:
  • Automates repetitive tasks and processes, streamlining business workflows. This can include automation of follow-up emails, lead assignment, and other routine activities.
• Customer Service and Support:
  • Manages customer service requests, support tickets, and interactions. It can include a knowledge base for self-service and tools for tracking and resolving customer issues.
• Integration Modules:
  • Facilitates integration with other business systems, such as marketing automation, ERP (Enterprise Resource Planning), and accounting software.
• Mobile Access:
  • Provides mobile access to the CRM system, allowing users to access and update information on the go.
• Social Media Integration:
  • Integrates with social media platforms to track and manage interactions on social channels.