CRM Advantages For Your Business

CRM (Customer Relationship Management) solution has been helping all kinds of small and medium businesses to organise, automate and improve their business. CRM will give you 100% business progress and peace of mind.

Live Dashboard & Automated Reports

Get powerful, real-time analytics that can help you make smarter business decisions from anywhere in the world

Manage Customers, Projects, And Create Invoices In The Cloud

Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.

Build Your Customer Satisfaction & Win Business

Automate Your Complete Business Process

Double your Sales with CRM Process

Manage & Track all your Leads and Staffs in 1 place

100% Data Privacy. Host In Your Own CRM Server

Engage your customers more effectively

How CRM Software Helps Your Businesses.

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One Click Invoice Creation

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.

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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

Record Expenses

Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period.

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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.

Dashboard

The dashboard gives you a clear picture of your company’s finances, how much you have to receive and how much you have expended and more details.

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Dashboard is the first thing you’ll see when you log into your account. The dashboard gives you a clear picture of your company’s finances, how much you have to receive and how much you have expended and more details.

Create Good Looking Proposal

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor.

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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.
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Company Feeds

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

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

Create Estimates

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept

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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.

Record Payments

CRM allows you to record a payment and receive payments in different currencies. Create auto generated PDF after each recorded payment.

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After you send an invoice, your customer has to pay you the outstanding balance in the invoice. They can pay you immediately or on a later date depending on the terms of payment. There are many ways for you to collect payments from your customers and subsequently record it through Online and Offline payment mode.

Email Integration

Email is still one of the most common ways to communicate using vendors. The presence of email within the CRM can be a major productivity increase.

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Email is still one of the most common ways to communicate using vendors. The presence of email within the CRM can be a major productivity increase every time without switching to multiple devices.

Send Surveys To Leads and Customers

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

Detailed Calendar

Have clear view of all your company events, invoice expiry dates, contracts expiration,

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

TEST YOURSELF!

Try the demo to see how CRM can help you succeed.
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