Managing customers is important and CRM helps in several ways:
Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many CRM features and stay organized.
Build professional, great looking estimates and invoices.
Powerful support system with 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 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 with powerful CRM.
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 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.
Tons of configurable options.
Style the CRM to your compa