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.
- Recurring Invoices
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.
Assign your staff to specific departments and ability to auto-import tickets by department email.
Creating recurring 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
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.
- Custom Fields
Custom fields can store extra information for customers, leads, tickets, invoices, company, estimates and more.
- Staff Reminders
Setup staff reminders for the staff member with the ability to notify by email and built-in. Reminders are available for important features.
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.
Create private or public events. Receive a notification when an event is coming built-in and email.
- Easily re-organize admin menu
You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit your needs.
Manage projects and track time spent on the project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
- Email Templates
Setup predefined email templates from text editor. Merge fields available.
- Staff Roles & Permissions
You can give staff specific permissions what can do or can’t do. Role permissions can be overridden for each staff.
Manage all your staff members from one place.
- Company Newsfeed
Share great company events upload documents, easy employees communications.
- Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Sales CRM features and stay organised.
- Recurring Tasks
Create tasks that will be auto created for a given time.
Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
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.
- Media Library
Upload files in the media library. Each staff member that is not admin has their own folder for uploading files.
- Auto Backup Database
Setup Auto backup database each X days to prevent losing your important data.
- Sensitive data is encrypted
Sales CRM encrypts all sensitive data in the database with a unique encryption key. Encryption performed on email passwords, API keys, api passwords etc..
- Server Side Data tables
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.
- Google reCaptcha
Google reCaptcha available for admin login, customer login and customer register area.
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.
Tickets 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.
- Activity Log
Track all staff activity. Adding new items, creating, deleting.
- Theme Styling without coding
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Personal To Do List
Every staff member can have their own personal to-do dashboard.
- Expenses Report
- Reports by customer
- Custom date picker
- Leads Conversions
- Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in clients area.