AI Customer Relationship Managment System
Customer Relationship Management software that is a great fit for almost any company, Our CRM can help you look more professional to your customers and help improve business performance at the same time
Features
Manage Customers
Manage your customers and their contacts, create multiple contacts for your customers and set proper permissions.
Manage Invoices
Keep track of your invoices, items and generate reports. Add new currency or use multiple currencies.
Manage Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period.
Manage Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization.
Manage Proposals
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined.
Manage Projects
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster.
Manage Milestones
Create milestones for projects and track time spend based on milestone.
Manage Contracts
Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts.
Manage Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments.