CRM+ (module)

🟢 CRM+ Features List 🟢

PreviousModules+NextPurchasing+ (module)

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CRM+ (module)

🟢 CRM+ Features List 🟢

✅ 100% `Integrated`...

Client Relationship Management

Clients

Client Portal

Invoices

Create polished, visually appealing invoices, complete with file attachments.
Seamlessly deliver them to your clients, including the PDF invoice file.
Get a CC copy of the sent invoices.
Clients can conveniently make payments, whether or not they have an account or not.
Customize invoices with various currencies to accommodate diverse clients and handle both tax and non-taxable items effortlessly.
Gain insight into your financials with an intuitive invoice summary report, offering a comprehensive overview by year, month, or customer.

Credit Notes

Generate credit notes for any adjustments or amendments to your previously issued invoices.

Recurring Invoices

Set up automated recurring invoices.
Ensure timely billing and delivery to your customers at predefined intervals.
Save your valuable time by automating the invoicing process.
Effortlessly send invoices to your clients.

Online Payments

Accept payments in various currencies.
Ensure your customers receive automated payment notifications and have their invoices promptly marked as paid.
CRM+ offers versatile online payment options through Stripe, PayPal, and Paytm, with the flexibility to enable or disable partial payments based on your needs.

Subscriptions

Accelerate your billing process with Stripe subscriptions.
Easily generate Stripe subscriptions and share them with your customers.
Once they accept to pay, the payments will be automatically processed according to the subscription period & terms.
CRM+ will generate invoices seamlessly for the subscriptions.
We support both internal app subscriptions and Stripe subscriptions.
If you don’t use the Stripe subscriptions, you can still use the internal app subscriptions.

Estimates

Effortlessly generate estimates and share them with your customers.
Once they approve, you can convert the estimate into an invoice.
Your clients can access estimates without needing to log in.
Enhance client communication through the estimate comments to facilitate more effective negotiations.
Additionally, optimize your follow-up process by setting timely reminders.

Estimate Requests

Generate forms with tailored, predefined questions.
Enable your clients to submit these forms for more accurate estimations.
This can help you secure additional projects and increase sales.

Proposals

Craft visually stunning proposals that leave a lasting impression on your clients.
Stay informed with real-time notifications for important proposal events.

Online Store & Orders

Enable the online store for both your clients and visitors.
Allow users to browse and place orders for items in the store.
This facilitates the effortless sale of your services.

Support Tickets

CRM+ features a modern, user-friendly interface that makes ticket management simple and efficient.
The compact view allows users to quickly navigate and view tickets.
You can respond to tickets faster by using predefined templates.
Ensure quick and consistent replies.
Tickets can be automatically generated from incoming emails and you can set up auto-replies to acknowledge inquiries instantly.
Automation features further reduce manual work, letting you focus on tasks that matter most while cutting down on repetitive steps.
The option to add labels and notes helps you organize and manage tickets with ease.
With smart filters, you can quickly prioritize specific things and focus on what’s most important.
You can also attach files and audio recordings to your replies, providing richer, more effective support.

Knowledgebase (KB)

By creating a comprehensive knowledge base, you provide your clients with the tools they need to resolve their issues efficiently, ultimately improving their support experience.
Develop informative knowledge base articles for your clients, empowering them to find solutions to their inquiries independently.
Organize articles into distinct categories, making it easier for customers to pinpoint the information they need, thereby reducing the need for direct support.

Chat and Messages

You can engage in both chat and messaging with your clients and team members.
All within a unified platform.
Simplify communication and enhance collaboration for improved teamwork.

Contracts

Forge strong client contracts for your projects and other engagements.
Allows you to maintain a steadfast commitment to trustworthy and transparent work.
The contracts serve as a foundation for reliable and transparent collaboration.
By meticulously detailing expectations, deliverables, and terms, you build trust with your clients, setting the stage for a successful and open working relationship.

E-Signing

Clients can effortlessly e-sign their contracts, proposals, and estimates during the acceptance process, enhancing transparency in your work with your clients.

Leads

Easily add and track leads, organizing them intuitively through drag-and-drop in Kanban view.
Import leads via Excel or auto-collect from external websites.
Enhance lead details with notes, files, events, and the ability to send proposals, estimates, and contracts.
Smoothly convert leads into clients to streamline your business processes.

Expenses

Efficiently manage your expenses.
Comprehensive tracking, including detailed project and team member cost insights.
Analyze expenses across various categories.
Compare income versus expenditures effortlessly.
Visualize your income and expenses through easy-to-read charts across different time periods.
Simplify your workflow by setting up recurring expenses for automated fixed expenses.

Events Calendar

Manage your personal events.
Collaborate by sharing them with your team members and clients.
Gain visibility into your project and tasks within the event calendar.
Receive on-screen event notifications to stay prepared before the event begins.
Seamlessly integrate with Google Calendar for synchronization and keep track of upcoming events conveniently from your dashboard.
Create recurring events to easily maintain specific events after a certain time period.

✅ 100% `Integrated` ...

Project Manageemnt

Projects | Tasks

Flexible Task Management

Manage tasks effortlessly using both list view and the intuitive Kanban view.
FULL Drag-and-drop functionality.
Add tasks in your projects or link with other features.

Team Collaboration

Assign tasks to team members.
Extend your collaboration efforts by including multiple contributors.

Deadline Management

Stay on top of your project’s timeline with the ability to set clear deadlines.

Status Tracking

Monitor the progress of your tasks and projects through status updates and detailed activity logs.

Commenting and file attachments

Foster effective communication among team members.
FULL option to comment on tasks and attach essential files.

Mention & Notification System

Keep everyone in the loop.
Mention specific users in comments and receiving instant notifications for updates.

Priority Highlighting

Pin important comments to ensure crucial information is easily accessible.

Version Control Integration

Seamlessly track code commits.
GitHub or Bitbucket
Simplify your software development tasks.

Sub-Tasks & Dependencies

Break down complex tasks into smaller, manageable sub-tasks.
Establish task dependencies for structured project planning.

Checklist Support

Enhance task details.
Incorporate checklists for comprehensive task management.

Comprehensive Time Tracking

Easily access and review time logs recorded by various team members for each task.
Effortlessly share these time logs with your clients.
Maintain transparency and ensure accurate billing.

Personalized Reminders

Take control of your schedule by setting individual reminders for various tasks.
Never miss an important follow-up or deadline, ensuring a proactive and organized approach to your work.

Clone Tasks

Duplicate tasks with a simple click to swiftly generate new, similar tasks.

Recurring Tasks

Automate recurring tasks using a CRON i.e. automated server-level job scheduler.
If you find yourself tackling the same type of tasks at regular intervals, our system allows you to establish recurring tasks.
Customize the time duration for each recurrence, ensuring tasks are created precisely when needed.

Smart Filters

Craft custom filters that align with your unique needs and preferences, then conveniently bookmark them for one-click access.
The system remembers your last selected filter, ensuring a seamless user experience.
Filter and focus on the tasks that matter most, streamlining your workflow for optimal productivity.

Timesheets

Gain valuable insights into your team’s time allocation across various projects and tasks.
Easily filter timesheets by team members, projects, and clients.
Customize timesheet sharing with clients on a per-project basis, allowing you to enable or disable this feature as needed.

Project Milestones & Gantt Chart

Enhance your project planning with the inclusion of project milestones.
Within these milestones, you can break down tasks.
Comprehensive day-to-day overview of your project’s progress.
Gain a clear and intuitive visualization of your project’s completion timeline through the use of a Gantt chart.

✅ ...lots `more` features!

Custom Dashboards

CRM+ provides top-notch dashboard management.
Offers a user-friendly setup for creating stunning widgets through simple drag-and-drop actions.
You can craft multiple dashboards.
The system will intelligently remember your last visited dashboard for your convenience on your subsequent visit.
You also have the flexibility to create a default dashboard for all team members.
Individuals can also add their personal dashboards to cater to their specific requirements.

Personal To-dos List

Create your personal todo list and manage your work more efficiently.
Don’t forget to do any important task and stay focused on daily work.
Each team member and client can add their personal todo list.

Notes

You can create personal notes.
Consolidate vital information in one central location.
Collaboratively share these notes with project members.
Ensure critical information is readily accessible to everyone in your stakeholder orbit.

Reminders

Establish reminders with varying contexts to facilitate more effective follow-ups.
Ensure you never overlook important tasks and remain consistently informed and up-to-date.

Custom Fields

Email Templates

Customize your email templates.
Align seamlessly with your brand.
Deliver an enhanced and cohesive experience to your clients.
Incorporate templates in multiple languages, ensuring effective communication with a diverse audience.

Theming & Images

Your own images.

Teams

Create different teams and add your team members.
Seamlessly distribute events and notifications to designated teams.
Customize permissions for each team according to your specific needs.

Leave and Attendance

Effortlessly oversee your team members’ leave applications and time cards.
Receive instant notifications regarding leave requests.
Make efficient decisions to approve or reject them.
Team members can easily clock in and out to record their daily work hours.

Roles & Permissions

Take full control over the access permissions of your team members.
Tailor roles and permissions to each team member.
Manage their visibility and creation privileges in various contexts.

Internal Wiki

Establish an internal wiki to enhance team knowledge and information sharing.
Create an exclusive internal knowledge base for your team members.
Offer a repository of articles covering various rules and essential information.

Announcements

Share essential messages and updates with your clients and team members.
Keep everyone informed about upcoming events, holidays, and celebrations.

Timeline

Team members have the opportunity to share their ideas and knowledge with colleagues.
This contributes to improving their knowledge base and fostering productive learning.

Reports

Easily access a variety of insightful reports.
Gain a comprehensive overview of your business operations.
With sales summary reports presented in both list and chart views.
You can efficiently assess income and expenses across different time periods.
Dive into timesheets to track the efforts of individual team members, projects, and clients.
Explore team members’ project summaries.
Review the total number of projects per client, and analyze total timelog hours.
For a deeper understanding of your business performance, compare lead conversion rates from different sources and team members, while also tracking daily progress throughout the month.
Monitor ticket openings and closures through time period-specific charts, ensuring you stay well-informed about all aspects of your operations.

Notifications

Managing notifications has never been more straightforward.
Take charge of all your notifications.
Determine who receives specific alerts.
Enable notifications for web, email, and Slack to stay up to date.

Enable GDPR to comply with General Data Protection Regulation.

Multilingual

100% multilingual, offering both default languages and the flexibility to add your own.
FULL support for RTL layout.

Responsive

Fully responsive, enabling you to access it effortlessly from your mobile devices and offering a user-friendly experience.

Google Drive

Integrate with your Google Drive.
Ensure that all uploaded files are stored on Google Drive.

hCaptcha

Enhance your security measures by adding an additional layer of protection to thwart unwanted login and sign-up attempts.
Fortified system from spam and other malicious actors and their actions.

Push Notifications

Browser push notifications are FULLY activated.
Receive instant notifications for various actions, keeping you up-to-date in real-time.

File Manager

It’s never been simpler to manage files.
Organize your files easily by creating custom folders.
Set different permissions and share them with your team members. Available in the client portal as well.