With automation in CRM, you can keep track of leads in a panel, not in your head. An effective way to automate leads, contacts, email integration, and follow-ups.
You can customize CRM for your enterprise by deploying your own product to align with company goals. Regularly interact with your customers via SMS or email.
CRM panel is an ideal solution for all organizations. Manage your current and future customers that grow your business.
CRM is integrated with in-built apps that enable to view and manage all customer tasks, projects, appointments, contacts and other details with ease.
Manage And Invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill youir customers.
Ability to assign multiple staff members on task and track timer per assigned staff.
Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.
Bill your customers in a more faster way via our awesome Stripe Subscription feature.Create subscription, send the subscription to your customer and let CRM and Stripe do all the work behind the scenes.
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiations.
Creating recurring expenses. Setup a recurring expense and the expense will automatically be created after the specified period.The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.
Record and recieve payments in different currencies.Auto generated PDF sent to customers. Ability to add partial payments to invoices is available.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from emails, add notes, create proposals, attach files.Organize your leads in stages and change stages easily with drag and drop.
Perfex CRM Web to lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page etc. as an iframe. The visitor can then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link. Add predefined replies.
Have clear view of all your company events upcoming invoice payments, contract expirations, estimates expiration, task finish date, reminders. You’ll never miss anything from the calendar.
You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.
Assign task to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Task can be related to mostly all important features.
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Use contracts features to lock in current and future sale. Easily create contract PDF and send the contract directly to the customer email.
Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Each staff member has their own personal to do list items board to increase productivity.Easily change to do status by drag and drop.
The customers area is fully seperated from the admin area.Each customer has their own portal where they can keep track of all financial data from your company.
Our CRM version 2.2.0 comes with new improvements and new features that will make working with CRM easier. New features in CRM that will help you to comply with GDPR updated multiple payment gateway, SMS Gateway, Mail SMTP Etc.,