- Manage and invoice projects with Project Management Feature.
- Build professional, great looking estimates and invoices.
- Powerful support system with 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 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.
- Create good looking proposals for leads or customers and increase sales.
- 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.
- Receive payments from Paypal and Stripe in different currencies.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
Ping me for more detail.
S k y p e id: shivangi.prefortune
Absolutely yes, you will get all rights of CRM.
Easily manage your customers and their contacts, create multiple contacts for your customers Clients have their own client portal with all financial data from your company presented in clear view.
Allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years.
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto sent thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Receive payments from Paypal and Stripe in different currencies.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.