What is CRM?

CRM is a complete cloud-based Customer Relationship Management software that is a great fit for almost any company, freelancer, with many other uses. With its clean and modern design, CRM can help you look more professional to your customers and help improve business performance by putting processes inline at the same time.

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 the 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 a 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 Instamojo etc
SMS and Email Alerts. Tons of configurable options
Style the CRM to your company branding with the powerful theme styling feature
Great looking calendar for each staff member based on staff permissions
Follow-ups, reports, notes, files, and many more features
CRMs need to focus on customers and CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders
Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system
These features and more can take customer satisfaction to the next level
Appointments with SMS Updates 30min prior of meetings and much more

Powerful features of our CRM.

Contact management
Leads management
Tasks, Deals & Goals
Opened emails & link tracking
Project/work management
Invoices, Estimates & Quotations
Day to day tracking
Reports & dashboards
Complaint management or support tickets
Appointments booking
payment gateway
email & sms alerts
Invoices & quotations reminder & notifications
custom fields
user manager with user roles
client login & dashboard
totally customizable & many more features

Why your Business needs CRM?

Enhances better customer service
Faciliates the discovery of new customers
Accounts payable management
Helps the sales team in closing deals faster
Beneficiary for all the types of industries
Simplifies the sales and marketing processes
Easier to maintain and track records
Enhances customer loyalty
Quick support & solve customer queries on time

No hidden charges in the future once the quotation is finalized
Get best inputs and suggestions according to the client requirements
We keep all our commitments and complete projects within deadlines
We'll ensure high-quality web developement work
A dedicated team who'll always keep in touch with you during and after the project
Online Business growth tips and know about of new tools

Ready to Grow Online?

Let’s talk more about this fantastic must have CRM tool which will help growing your business. We might just be the perfect fit for you. We are available to give you a FREE consultation.

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