With the simple lead management tool you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accepts. Your customers can view and make actions the estimate even without login.
Create good-looking proposals and impress your potential clients. Include images, tables, youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Record company 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. Ability to set expenses billable to customers or projects.
Great support ticket system with auto response. Private ticket, staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, task’s finish date
Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledgebase articles (Track if your article is useful to clients, improve text based on votes)
- Separate Dashboard for Admin & Sales People
- Quick snapshot of the Overall Sales activity in Single screen
- Manage the contact details
- Manage the Organizations / Companies data
- Lead & Follow-ups management
- Send SMS notifications to Clients – Follow ups, Meetings, Offers
- Schedules & Reminders