We Can set you up and start using one of the TOP CRM Software globally within 24 hours. Our CRM Software is easy to use. Depending on the size company and how many users you need we will ensure we meet your budget. Our CRM (Customer Relations Management Software) is rated so high globally and can be the right business solution for you. We charge minimum affordable monthly fees for the software integration, hosting, user account, storage and training included with dedicated support via online remote desktop. We require the purchase of 3 months in advance in order to provide you with FREE CRM

TRAINING

Our prices can be reduced to save you more money based on a number of users and purchasing more than two months in advance.

CRM

CRM is a Simple Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses. CRM provides complete Support Ticket Management, Project Management, and Customer Data Management.

KEY FEATURES

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.

TASK MANAGEMENT

Assign the task to multiple employees, add task followers, task comments allowed, task attachments.

PROJECT MANAGEMENT

Manage and invoice projects with a 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 an assigned project member.

LEADS MANAGEMENT

With the simple Kan Ban, you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto-import leads from email, create proposals, leave notes.

INVOICE CREATION

Build a professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. The invoice with a different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for the recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

ESTIMATES

Create an estimate within a minute. Sent to your customers and wait to accept. Ability to auto converts the estimate to invoice after customer accept. Your customers can view and make actions the estimate even without login.

PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.

EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period of time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

RECORD PAYMENTS

Auto-generated PDF after each recorded currencies. Customers can pay you via Paypal and Stripe payment. Record and receive payments in different

Use contracts feature to lock in current and feature MANAGE CONTRACTS sales. Create PDF documents in a minute and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expire.

CALENDAR

Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

KNOWLEDGE BASE

Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in clients area.

SURVEYS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.

SURVEY REPORTS

Generate powerful survey reports

REPORTS

Useful reports: Sales Item Reports Total report, Income Reports by customer Custom, date picker Leads, Conversions, Knowledgebase articles, Income vs Expense

CUSTOM FIELDS

Add Custom fields to almost any of the key features. Add custom fields to PDF invoices, estimates, etc…

COMPANY NEWSFEED

Share great company events, upload documents, easy employee communications.