Managing your customer relationships and financial operations can be a daunting task, but with our CRM and invoicing system, it doesn't have to be. Our system offers an all-in-one solution for managing your customer interactions and financial transactions, providing valuable insights and improving efficiency.
Our CRM system enables businesses to keep track of their customer interactions, manage sales pipelines, and provide personalized customer experiences. With our intuitive interface, businesses can easily manage customer data, track sales leads, and improve customer satisfaction.
By utilizing a project management tool, businesses can streamline their project workflows, improving efficiency and productivity. This means that businesses can focus on their core activities and priorities, while still delivering high-quality projects that meet their customers' needs.
Creating professional invoices is an essential component of any successful business, and with our invoicing features, businesses can easily generate one-time or recurring invoices with just a few clicks. In addition, you can create professional estimates and proposals for your clients.
By accepting payments via PayPal, Stripe and many others, businesses can offer their clients a range of payment options, making it easier for them to complete transactions without delays. This also provides businesses with added security and protection against fraudulent activities.
Our contract management feature enables businesses to create professional-looking PDF documents in just minutes, allowing you to quickly and easily send them to your customers and get their signature using our built-in sending contract feature. This will save you time and resources.
Our support system features a great support ticket system, with an auto-response feature that ensures customers receive a prompt response to their inquiries. This improves customer satisfaction and reduces the risk of customers becoming dissatisfied with slow response times.
You can manage both customers and staff and assign one to the other. This feature makes our CRM system scalable and you can rest assured that it will grow along with your business. Each staff and company can have their own logins and manage additional features from a single dashboard.