Our CRM Implementation to help with your growth

The dairy tasks can be time-consuming, and controlling it manually is prone to mistakes. To help you be more productive with less effort, we present our CRM implementation. Take a look and feel free to ask us about more information or a try to see if it adapts to your needs.

Easying your Way

Our standard solution for CRM (Customer Relationship Management) can provide you the tools to manage confidently no matter how much you can work to. If you need project management, estimating or invoicing, lead management, or other related customer tasks you are not alone. Our solution can provide you with the tools that will make your diary work easy.

Project/Case Management

You can create a project for a client and insert tasks into it, and control its development. Additionally, you can control the time spent into each task or spent attending a client. You can create tasks inside a milestone or just tasks to control what is needed to finish the project.

Personalised Invoices

You can create and control your invoices (and even receive online payments for invoices) easily. With just the initial configuration you can generate and send your invoices automatically.

You can create Estimates for your clients, and convert it in an Invoice as soon they approve/pay the Estimate.

Payment Control

You can control the payments made for a given Invoice with no stress. The CRM can receive payments for a given invoice and register it automatically. You keep control of what is paid and the amount due anytime.

Instalments paid within the Invoice

You can choose to show the payments made for the invoice within the invoice, making it easy for your client to visualise the payments made/due.

Customer/Client Control

You can keep a record of all your client’s history and the activities/projects/payments made. The system allows you the inactive a given client, and delete the client if it is necessary.

Payment Gateways

The system has the capability of accepting a wide range of payment gateways, making it easy for you to receive payments online for your invoices. Additionally, you can configure different types of bank account according to your needs.

The System Dashboard

The system has a customisable Dashboard that allows you to see all important information about your business. Payments, Estimates, and Tasks are automatically added to your Agenda, and you can also keep track of what activities must to be done.

What Our Implementation Provides

Project Management Tool

Create and control your projects, track the project expenses, time spent on tasks, invoice your customers, and much more.

Invoice Creation

Build professional invoices with one click. Attach and send the invoices as a PDF file to your client’s e-mail. You can create invoices from Estimates easily.

Estimates

Create professional Estimates to your clientes with the ability to send it automatically via e-mail in PDF format. Auto convert your estimate in an Invoice, or set up the maximum days an estimate is valid.

Record Expenses

Record your expenses, set up recurring expenses, set expenses billable to customers or projects, and much more.

Record Payments

Record payments made by your clients into your bank account, or accept payments from your clients using one of the payment gateways (Paypal, Stripe, and others).

Detailed Calendar

With the calendar you will have a clear view of your company events, invoice expiry dates, estimate expiration, tasks finish date, and so on.

Staff Tasks

You can assign a task to multiple employees, add trask followers, comments, and attachments.

Reports

The system has a set of reports helping you pick the big picture. From sales report, to leads conversion you are covered.

Client's Panel

With the Client’s Panel your client can be informed about the project pace (optional), payments, file exchange, and also request estimates.

Our CRM implementation has the necessary tools to help you keep track of your activities, invoices, payments, estimates, and projects.

Other important features

The system has a built-in Customer’s Panel which allow your customers to see details of all jobs requested, their invoices and payments, and much more. Additionally, the system can work with a wide range of languages by a user base which means that each user can set their preferred language to operate. Another feature is the customizable item which allows you to have a set of pre-defined items making the task of build an invoice or estimate much easier.

Let’s Start Something new
Say Hello!

Send us a request about our CRM implementation, and we will provide you with all information you need.