This CRM software is a self-hosted version that is perfect for almost any business, freelancer, or a variety of other purposes. This CRM’s sleek and contemporary design can help you present a more professional perception to customers while also enhancing company performance.
Managing customers is vital, and this CRM application assists in multiple ways:
- Utilize the potent Project Management Feature to manage and bill for projects.
- Connect tasks to multiple features of this CRM application to stay organized.
- Create professional and attractive estimates and invoices.
- A strong support mechanism that can auto-import tickets.
- Track the amount of time spent on duties and bill customers accordingly. Ability to assign numerous employees to a task and track timers for each employee.
- Even if the staff is not a project participant, add task followers. The employee will be able to monitor the task’s progress without having to access the project.
- Keep track of leads in one location and monitor their progress with ease. Ability to import leads automatically from email, add notes, and generate proposals. Organize your leads into stages and effortlessly switch between stages using drag and drop.
- Create attractive proposals for prospects and consumers to increase sales.
- Maintains a record of your company’s or project’s expenses and can automatically bill and convert them to invoices.
- Effective CRM allows you to learn more about your customers.
- Boost customer retention with integrated Surveys.
- Utilize the Goals Tracking function to keep sales objectives in mind.
- Make announcements to both your employees and customers.
- Lock in current and prospective sales by using the Contracts feature.
- Extra data for clients, prospects, and other entities can be stored in custom fields.
- Receive remittances in varying currencies from PayPal and Stripe.
- There are many customizable options.
- The CRM’s robust theme styling function lets you customise it to match your company’s branding.
- Separate media folder for non-administrative staff members to organise their submissions and files within the CRM.
- Based on staff permissions, a beautiful calendar is generated for every employee.
- Follow-ups, reports, notes, and numerous other features are available.
CRMs must concentrate on the customers, and this CRM accomplishes that with a strong support system that aids in tracking and rapidly resolving issues through an integrated ticket system and customer reminders. You can set reminders for yourself, a single employee, or a large group of employees, and with just one click, emails and in-app notification systems can both be used to deliver recalls. Customer satisfaction can increase to a new degree thanks to these features and others.
Many features in this CRM were created to suit a variety of applications. See how this CRM can help you thrive by reading more about the features listed below and trying the demo.
FeaturesÂ
Customers
You can create numerous contacts for your customers, manage their contacts easily, and set the appropriate permissions. The admin area is completely divided from the customer section. Clients have access to their own client portals that display all of your company’s financial data in clearly visible form.
Invoices
Enables you to create reports and keep track of your invoices and items. Add new currencies; previously built up customer currency permits using numerous currencies. Depending on the item, the invoice has a separate tax.
Recurrent Bills
Create recurring invoices that, based on the stated time, will be automatically recreated without you lifting a finger. Hours, weeks, months, or even years could be included in the time frame.
Expenses That Recur
Creating recurring expenditures. Create an expenditure that will be automatically recreated after a certain amount of time by setting up a recurring expense. The duration could be measured in days, weeks, months, or years.
Estimates
Create an estimate in under a minute, send it to your clients, and then wait for an acceptance. You can also add notes to help you organize your next steps and set notifications. After the client accepts, the estimate can automatically become an invoice.
Proposals
Increase sales by producing attractive proposals for prospects or clients. Get notified when the proposition is accepted or rejected, and after it is accepted, your customer will automatically receive a thank-you email. Proposal overdue notice accessible before X days.
Payments Made Online
We have implemented payment gateways that are accessible in most countries, such as PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayUMoney, and Braintree.
Projects
Organize projects and keep account of each employee’s project-related time. Keep track of project costs and invoices so you can bill customers more quickly. Included are professional Gantt charts for each job and employee.
Milestones
Establish project milestones and keep account of time spent in accordance with them. The ability to move jobs between milestones by dragging and dropping them.
Leads
Potential customers or leads are a crucial component of any business. Every business tries to find fresh leads every day. It frequently occurs that a potential customer will call and request a particular service that your business offers, only to forget to request it later. With this CRM, you can manage all of your prospective customers in one location and ensure that you never lose track of them. Leads can be tracked centrally, making it simple to monitor their development. Ability to make notes, create proposals, and automatically import leads from email. Easily switch between phases by organizing your leads in stages. Ability to automatically transfer leads from emails and websites to lead forms. CSV file is present.
Web-to-Lead Forms
You can add an infinite number of web-to-lead forms to your landing page or website. You can use this functionality to import leads from the form into this CRM. Utilize web-to-lead forms to collect contact information from prospective customers and enable quotation requests from your website.
Contracts
In accordance with your customers, you can add new contracts. It’s very easy to add contracts; you can specify a start date and an end date, and you’ll have a clear picture of all your company’s contracts in one location. You won’t need to look through your desk papers any longer. From this CRM, create PDF contracts and deliver them to your clients. Contract overdue reminders are accessible.
Tickets
Excellent ticketing system for customer assistance with auto-reply, confidential staff notes, ticket assignments, attachments, predefined ticket replies, knowledge base link insert, ticket priorities, and ticket statuses. Included is a feature for automatically uploading tickets using IMAP or an Email Forwarder. Allow customers to respond to existing tickets and make new ones via email without going through the client portal.
Departments
Assign your employees to particular departments, and you can automatically import tickets using department emails.
Custom Fields
Additional data for clients, leads, tickets, bills, companies, estimates, and more can be stored in custom fields.
Employee Reminders
Create staff notes for each employee with the option of email notification and built-in. There are reminders accessible for key features.
Coding-free theme styling
The CRM’s robust theme styling function lets you customise it to match your company’s branding. Create custom.css and incorporate your own styles to make it best suit your requirements.
Events
Set up personal or public events. Receive both an email and built-in notifications for upcoming events.
Reorganize the admin panel with ease
You only need to log into your admin section to reorganize the setup menu and admin main menu. Coding is not necessary. You can add or remove icons to suit your requirements.
Templates for Email
Set up email layouts with a text editor. Available merge fields and choices for multiple languages.
Roles & Permissions of Staff
You can specify what your team members are permitted to do. Each staff member can override their role’s rights.
Goals Monitoring
Set objectives and keep note of progress. To keep your sales objectives in mind, use the objectives Tracking feature.
Personal To-Do
Each employee can have a customized to-do list, which will make it simple for them to manage their workload.
Staff
Manage every employee from a single location.
Company News Feed
Upload documents, communicate easily among employees, and share awesome company events.
Employee Tasks
Multiple employee task assignments, adding task followers, allowing task remarks, and task attachments. Stay organized by connecting duties to the many CRM features of this program.
Regular Tasks
Make tasks that, for a specified time, will be automatically generated.
Surveys
Create surveys in one simple step. Send emails to coworkers, leads, clients, or lists you personally made. Utilizing built-in surveys, increase client retention.
Reports
- Reports
- Sales
- Budget Report
- Reports from clients
- Customize date picker
Conversion of Leads
Knowledge database articles (Track if your article is useful to clients, improve text based on votes).Â
Knowledge Base
Text editor knowledge base documents can be added. How helpful did you find this article? The client region includes a vote.
Media Center
Add files to the media collection. Each employee who is not an administrator has their own folder where they can submit files.
Automatic Database Backup
Set up automatic database backups every X days to avoid losing your crucial info.
Confidential information is secured
All confidential data in the database of this CRM is encrypted using a special encryption key. Email credentials, API keys, API passwords, and other data are encrypted.
Server-Side Data Tables
To perfectly manage large databases, this CRM uses server side data tables.
Responsive
This CRM has complete responsiveness. Your data is readily accessible from a tablet or mobile device.
Google’s reCaptcha
For the admin login, customer login, and customer register areas, Google reCaptcha is offered.
Action Hooks
We developed action hooks for some crucial functions in order to avoid editing of the core files. If you want us to add another action hook depending on your requirements, send us an email.
Activity Record
Monitor all employee behavior. creating, adding new things, and deleting.
Flexibility
Because of the choices we have provided, this CRM can be customized to meet the needs of your business. There were hundreds of options available, such as replacing language text, creating custom CSS files for more experienced users to change any styles they desired, editing VIEW/HTML files without worrying about conducting updates, and even action hooks.
