CUSTOMER RELATIONSHIP MANAGEMENT

Let’s Change Manage
Project

FEATURES

Discover Our CRM Feature

Lead

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.

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Proposal

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

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Quotation

Create a quotation or estimate within a minute. Send to your customers and wait to accept. Auto converts the estimate to invoice after the customer accepts.

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Invoice

Build professional and great-looking invoices. Attach files and send them directly to your clients including the invoice PDF. The invoice with a different tax based on item.

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Project

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff.

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Expenses

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

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Payment

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

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Support

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link.

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Task

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

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Contract

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and to your customers.

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Calendar

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

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Report

Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles.

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Customer

Keep track your projects

Manage and invoice projects with the 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 assigned project members.

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