This program is a customer relationship management tool with in-depth project management capabilities. In a single, user-friendly application, the software integrates many of the different tools you need. These include duties, bills, leads, estimations, and much more.
Easy project management techniques
Create as many projects as you want.
Create project and milestone assignments.
Share the project files by uploading them.
Communicate and work together with your staff and clients.
Create receipts to receive payment.
Features that will help you be more productive
Timekeeping –
Keep a time log of how much time you devote to each project work. The client can then receive a bill for the recorded period.
Project administration –
You must complete your tasks on time. Collaborate with your team’s customers. Task delegation, file sharing, messaging, etc. Finish the task.
Tasks to assign –
Assign tasks to specific team members or the entire squad. Set deadlines and order your duties by importance.
Invoices –
Flexible invoicing lets you receive payment for hours worked, expenses made use of, personalized goods, and much more.
Payments –
Processing payments without friction for your clients. PayPal & Stripe are examples of gateways. In addition, recurring payments are allowed.
Estimates –
When your customers know the costs up front, they are more likely to commit to a project. Your conversions will go up with cost projections.
Opportunities & Leads –
Observe your chances, and work to convert leads into paying clients. Everything important is gathered in one location.
Submissions –
Initial perceptions matter. Project proposals that are expertly written will dazzle potential customers. With our user-friendly UI, design expertise is not necessary.
Process management –
The automation of your project and estimated workflow increases team efficiency and helps to make sure nothing is missed in your workflow.
Management of Dependencies –
Establishing connections between your tasks to guarantee that they are finished in the correct order. Dependency management makes it possible for your varied team to coordinate their efforts.
Features
Each detail of the design has been meticulously considered. We think the finished product is a very user-friendly program. The application provides a singular point of contact for you and your clients to work together on projects.
Project Administration
To complete the task, you are no longer required to use several instruments. You can manage your projects with the aid of the application’s highly sophisticated features. By utilizing the project themes and project cloning features, you can further simplify your life.
Management of Tasks
Make sure you finish your work on schedule to get the job done. Use the sophisticated features of the application, such as task cloning, task timers, task reminders, and many others, to simplify and expedite your work. Both your clients and the members of your staff can be given tasks.
Time Monitoring
Keep track of the time you expend on your projects with the help of the CRM’s fully functional time-tracking system. You have the option of manually recording the time spent working on a job or starting and stopping your timer. Following that, billing your customers for the logged time will be simple.
Payments & Invoices
We have developed a very user-friendly billing system. You are no longer required to use a third-party billing program. You can generate invoices using the CRM with a wide range of options, including time billing, product billing, task billing, etc. Your customers receive their invoices immediately via email and can quickly pay for them using a credit card or PayPal.
Subscriptions
You can automatically bill your customers for your goods and services using this function. The billing schedule can be weekly, monthly, or yearly. A fresh invoice will be generated automatically by the system, and it will also automatically charge your client’s credit card.
Estimates/Quotations
When clients are aware of the project’s total expense, they are more likely to commit. You can easily make and email estimates to your clients using the application’s included tool. Then, it will be very simple for your client to review and approve your estimates.
Proposals
First impressions matter. Project proposals that are expertly crafted will dazzle potential customers. Our user-friendly UI eliminates the need for any design expertise.
Recurrent Billing
Recurring bills can be created every day, every week, every month, or even every year. A fresh invoice will be generated automatically by the system and sent to your client via email.
Opportunity & Leads
Observe your chances, and work to convert leads into paying clients. By using our highly sophisticated form builder, you can quickly acquire new prospects. Your lead-capture forms can then be embedded on any website.
Knowledgebase
By giving your clients access to self-service resources and a help repository, you can cut down on the time spent providing customer support. Using the knowledge base’s YouTube video gallery feature, you can even build a video knowledge base.
Automating Workflows
Workflow automation for projects and estimates enables you to automate routine chores. You may determine what happens after your customer accepts an estimate or after the project has been declared complete. The productivity of your team is enhanced by automation, which also serves to make sure that nothing gets ignored in your workflow.
Managed Task Dependency
establishing connections between your duties to guarantee that they are finished in the correct order. You can stop a job from beginning or finishing until a task that it depends on has been finished. Dependency management makes it possible for your diversified team to coordinate their efforts.
Server requirements
- PHP 7.3, 7.4, 8.x
- Apache Web server
- BCMath PHP Extension
- Ctype PHP Extension
- Fileinfo PHP Extension
- JSON PHP Extension
- Mbstring PHP Extension
- OpenSSL PHP Extension
- PDO PHP Extension
- Tokenizer PHP Extension
- XML PHP Extension
- MySQL Database
- GD Library > or = v2.0
