Manage Customers, Projects, and Create Invoices In The Cloud
- Link tasks to many CRM features and stay organized.
- Build professional, great-looking estimates and invoices.
- Powerful support system with the ability to auto-import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not a project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good-looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use the Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads, and more.
- Receive payments from Paypal and Stripe in different currencies.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow-ups, reports, notes, files, and many more features.