CRM Integrated With Project Management Solution
A CRM which is a complete,
Front-Office solution that unlocks a real-time, 360o view of your customers
WHY CRM
Customer Relations.. Digitized & Simplified
Our CRM seamlessly integrates your customer-focused activities with accounting, e-commerce, warehousing and shipping applications to support your entire sales process and customer life cycle starting from a lead, and progressing through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.
Discover.. Benefits To Your Business
Keep track of leads in one place and easily follow their progress.
Create good looking proposals for leads or customers and increase sales.
Manage and invoice projects with the powerful Project Management Feature.
Track time spent on tasks and bill your customers.
Records project expenses & the ability to bill to your customers & convert to invoice.
Receive payments from Paypal and Stripe in different currencies.
Great looking calendar for each staff member based on staff permissions.
Create announcements for your staff members and customers.
Follow ups, reports, notes, files and many more features.
Our Powerful Services
Explore Our
Ultimate Features
WEB TO LEAD FORMS
It allows you to build a web form based on leads fields and custom fields to place it on your website, landing pages etc.
Leads Management
Keep track of leads in one place and easily follow their program. Ability to auto-import leads from email, add notes, create proposals etc.
Custom Fields
You can add custom fields on PDF for invoices, payments, estimates or proposals. Configure to fit your business.
Estimates
Create estimates within minutes, send to your customers. Ability to auto convert estimates to invoices after the customers accepts.
Proposals
Create good looking proposals and impress your potential clients and customers. Proposal comments allowed for negotiation.
Contracts
Use contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to customers.
Projects
Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks accurately and bill your customers.
Tasks
Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files.
Invoices
Build Professional & great looking invoices. Attach files and send directly to your clients, including the Invoice PDF.
Payments
Record and receive payments in multiple currencies. Ability to add partial payments to invoices is available.
Online Payment
Bill your customers in a much faster and secure way via our awesome Online Payment Integrations like Stripe etc.
Reports
Generate reports and have clear view of everything. Keep track of Income vs Expenses, lead conversions etc.
Add-Ons
Specialized Modules For
Specific Requirement
Obtain further information by contacting our experienced IT staff.
Business Hours: Monday – Friday: 9.30 AM to 6.30 PM IST
Contact to discuss detailed analysis & assessment of your plan.
Contact to discuss detailed analysis & assessment of your plan.
