Powerful Features to Streamline Your CRM Experience

Explore Smart, Affordable tools that Simplify your Workflow and drive Business success

Leads

Capture, track, and manage potential clients from various sources. Prioritize hot leads and nurture them effectively to maximize conversion opportunities within your sales pipeline.

Customers

Organize customer profiles with complete contact details, communication history, and activity logs. Build strong relationships and streamline support using centralized customer information.

Quotations

Easily create, customize, and send professional quotations. Track client responses, convert approved quotes into invoices, and monitor performance with quote-to-deal conversion insights.

Invoicing

Generate branded invoices quickly, set recurring billing, and track due payments. Automate reminders, improve cash flow, and ensure timely follow-ups with detailed invoice records.

Payments

Record and manage customer payments with multiple methods. Monitor outstanding dues, reconcile transactions, and maintain accurate financial records for seamless cash flow management.

Projects

Plan, assign, and track project progress with milestones and deadlines. Collaborate with your team, ensuring timely delivery and transparency across all client projects.

Tasks

Create, delegate, and monitor individual tasks. Set priorities, deadlines, and reminders to boost productivity and ensure every team member stays aligned and accountable.

Expenses

Log business expenses, categorize spending, and upload receipts. Gain insights into budget usage, monitor team costs, and streamline reimbursements for better financial control.

Contracts

Draft, manage, and store client contracts securely. Set renewal alerts, get digital approvals, and ensure all agreements are organized and accessible when needed.

Support

Centralize customer support with ticket management. Assign, prioritize, and resolve issues efficiently while maintaining a clear communication trail for exceptional service and client satisfaction.

Knowledge Base

Build a self-service library of FAQs, guides, and articles. Empower customers and reduce support load with easy access to helpful, organized information anytime.

Reports

Generate insightful reports on sales, performance, and customer activity. Visualize data trends, track KPIs, and make informed decisions to drive business growth and efficiency.

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