CRMS Features
CRMS is a Customers Relationship & Project Management system provide you user friendly system which help you to grow your business
you can use this system according to your needs, for example if you find some options unusable for you you can disable them or we will provide this system according to your needs. By using this system you can track your business position where your business is standing, compare previous month results and employees progress.
This system is integrable with any kind of your existing website.
below are some key features of this system
Customer Management
- Customer Registration: Enable customers to sign up and create an account within the CRM.
- New Customer: Add new customers and manage their information efficiently.
- Customer Admins: Assign and manage customer admins with different roles and permissions.
- New Customer Contact: Add new contacts within existing customer profiles.
- Sending Proposals: Send proposals to customers or leads to initiate business discussions.
- Customers Reports: Generate and view detailed reports for customer-related activities.
- Exporting Customer Data: Export customer invoices, estimates, and payments to a ZIP file for easy sharing and backup.
Sales Management
- Invoices: Create and manage invoices for sales transactions.
- Estimates: Generate estimates for customers before finalizing sales.
- Proposals: Send proposals to customers or leads to facilitate negotiations and deals.
General & Setup
- Subscriptions: Manage subscription plans for customers and track renewals.
- Currencies: Configure different currencies for global transactions.
- Payment Modes: Set up and manage various payment methods (e.g., credit card, PayPal).
- Recurring Invoices: Create and automate recurring invoices for regular services.
- Send Invoice to Email: Send invoices directly to customer email addresses for quick processing.
Project Management
- New Project: Create and manage new projects within the CRM system.
- Project Status Management: Add and manage custom project statuses.
- Timesheets: Track and manage time spent on various tasks and projects.
- Invoicing for Projects: Generate invoices specific to a project’s progress.
- Disallow Project Members from Viewing All Tasks: Control visibility of tasks within projects based on roles and permissions.
- Pin Projects: Pin key projects for quick access and easier management.
- Finance Overview: Get an overview of the project’s financial status, including budgets, expenses, and revenue.
Task Management
- New Task Status: Add and manage custom task statuses for improved tracking.
- Recurring Tasks: Create and manage tasks that need to recur over a set period.
- Disallow Project Members from Viewing All Tasks: Control task visibility within projects to ensure proper access management.
- Create New Tasks: Create and assign tasks for team members to complete.
- Task Timesheets: Track time spent on specific tasks to improve project management.
- Billable Tasks: Mark tasks as billable and invoice clients for time spent on them.
- Linking Tasks to Features: Link tasks to specific project features to organize work and maintain focus.
Support Tickets
- Email Piping / Auto Importing Tickets: Automatically import support tickets from email for easy tracking.
- Setup Ticket Form: Customize and set up forms for customers to submit support tickets.
- Departments: Organize support tickets by departments for efficient resolution.
- Ticket Services: Assign specific services to support tickets for focused troubleshooting.
- Auto Close Tickets: Automatically close tickets after a predefined period or once resolved.
- Ticket Email Templates: Use templates for email communication with customers about ticket status and updates.
- Allowed File Extensions: Define which file types can be uploaded to tickets to ensure compatibility.
Lead Management
- Import Leads from WordPress Contact Form 7: Import leads directly from WordPress forms to the CRM system.
- Setup Web to Lead Form: Set up and integrate web forms to automatically capture leads.
- Leads Email Integration: Integrate lead-related emails to easily capture and manage new leads.
- Send Proposal to Leads: Send proposals to leads for a smoother conversion process.
- Convert Lead to Customer: Convert qualified leads into customers to start the sales process.
- Create New Lead: Add new leads manually for business opportunities.
- Lead Sources: Track and manage the sources from which leads are generated.
Expense Management
- Record Expense: Log and manage business expenses for effective financial tracking.
- Expense Reports: Generate reports based on recorded expenses to analyze spending.
- Recurring Expenses: Automate the creation of recurring expenses for regular operational costs.
- Billable Expenses: Track expenses that are billable to clients and convert them into invoices.
- Convert Billable Expense to Invoice: Automatically generate invoices from billable expenses.
Contract Management
- Contract Templates: Create reusable contract templates for quick generation.
- New Contract: Add and manage new contracts with customers or partners.
- Contract Expiry Notification: Get notified when contracts are about to expire.
- Renew Contract: Renew contracts to extend services and agreements with customers.
Surveys
- Create Mail Lists: Build and manage custom mail lists for survey distribution.
- Send Surveys: Distribute surveys to customers or specific email lists.
- New Survey Questions: Add and manage survey questions for customer feedback.
- Include Custom Fields in Mail Lists: Add custom fields to your mail list to personalize surveys.
- View Survey Results: Analyze and view the results of sent surveys for actionable insights.
- New Survey: Create new surveys for collecting feedback from your audience.
- Send Survey to Mail Lists: Send surveys to your mail lists to collect targeted feedback.