DETAILED FUNCTIONS OF THE SYSTEM

– Project management and invoicing.
– Link tasks with many neat and tidy features.
– Build professional, beautiful quotes and invoices.
– Track time spent on tasks and bill your clients.
– Track leads in one place and easily track their progress.
– Organize your leads by stages and easily change stages with drag and drop.
– Generate recommendations for leads or customers and increase sales.
– Record your company/project’s expenses and have the ability to bill your customers and convert to invoices automatically.
– Increase customer retention through Integrated Surveys.
– Use Goal Tracking feature to remember sales goals.
– Create notifications for your employees and customers.
– Use Contracts feature to lock in current and future sales.
– Custom fields can store additional information for customers, leads, etc.
– Create a Customer Care style for your company brand with a powerful theme styling feature.
– Separate media folder for non-admin staff working inside CRM and organizing their files and uploads.
– Great looking calendar for each employee based on employee permissions.
– Tracking, reporting, notes, files and more.
The system supports you to track and solve problems quickly through Tikket and customer reminders. Assign reminders to yourself, one or more employees, and with a single click, reminders can be sent to email and the in-app notification system.