Customer Relationship Management system is an online database with a set of specific tools to collect, store and manage customer information, increase sales and improve customer experience. The best up-to-date CRM platforms also allow to automate sales and marketing processes and get detailed sales analytics.
features:-
- Manage customers and leads
- Track client projects, invoices, and proposals/estimates
- Add company employees, track attendance and manage leaves
- Create contracts with clients with e-signatures
- Create projects, add project members, and track progress, expenses, earnings, timelogs, tasks, and milestones
- Use a Kanban taskboard to visualize work and tasks
- Use a project gantt chart to plan the project schedule
- Convert invoices to credit notes that can be redeemed
- Create products that can be used in invoices and purchased by clients
- Raise tickets by employees and clients, assigned to ticket agents for resolution
- Internal chat feature in the messages section
- Integrate with Slack, Pusher, and One Signal for real-time notifications
- Theme settings to reflect your brand
- Receive payments via PayPal, Stripe, payfast, flutterwave, mollie and Razorpay gateways
- Create custom roles with custom permissions for employees
- Various reports for tasks, timelogs, finance, attendance, and leaves
- Tons of other configurable options.
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