CRM | Projects (module+)

✅ 100% Integrated...

Client Relationship Management

Clients

• Effortlessly handle your customers and their contacts.

• Register customers, add them manually, or import from Excel.

• Access comprehensive details on...

  • projects

  • tasks

  • invoices

  • payments

  • estimates

  • orders

  • contract details

  • proposals

  • tickets

  • notes

  • files

  • events

  • expenses,

  • ...and much more!

• Simplify monitoring by categorizing customers with client groups and labels.

Client Portal

• Empower your clients with the client portal.

• Each one enjoys a personalized dashboard to view their..

  • projects

  • invoices

  • proposals

  • orders

  • tickets

  • ...and much more!

• Your clients can seamlessly track project progress and provide instant feedback.

• Customize permissions to control client access, ensuring they can communicate with authorized team members exclusively.

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 Management

Projects | Tasks

• Easily manage and monitor the progress of all your projects from a single place.

• Never forget YOUR tasks.

• You can effortlessly assign tasks—what needs to be done, when it needs to be done, and who is responsible for each task.

• The milestone feature ensures you stay on track and complete large tasks within set deadlines.

• Track time spent on different tasks in your project and easily send timesheets to your customers.

• Stay connected with your customers, team members, vendors & shareholders.

• Share files, and keep notes to stay organized and productive.

• Create invoices, receive payments, and keep track of expenses for a smooth workflow.

• Add contracts to safeguard against potential risks and ensure clarity in your agreements.

• Enhance your task management experience by incorporating a range of powerful features:

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

• Enhance flexibility by adding custom fields to...

  • clients

  • contacts

  • leads

  • projects

  • tasks

  • team members

  • tickets

  • invoices

  • events

  • expenses

  • estimates

  • contracts

  • proposals

  • orders

  • timesheets

  • project files

  • subscriptions

• ...tailoring your information storage to your specific needs.

• Efficiently manage access permissions by assigning different privileges to various fields.

• Organize field placement effortlessly.

• FULL drag-and-drop interface for maximum customization.

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.

• Looking for an Image Resizer?

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.

GDPR

• Tenant: Enable GDPR for your CRM instance(s) to comply with the EU's General Data Protection Regulation. It's found under lefthand side Menu > Settings > Setup.

• Tenant: your GDPR for My Data Request for data deletion is by Tenant deletion ONLY from our SaaS.

• Tenant: your GDPR for My Data Request for data export as a Tenant is by Database Backup ONLY.

• Tenant: your Clients will have GDPR access as shown below for their data...

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.

PWA | Mobile Responsive (any iOS, Android)

• Install the ERP+ PWA on your mobile for a seamless desktop and mobile synced experience!

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