CRM Software for Small Business [2020] - Customer Relationship Management System Software

#Customer #Relationship #Management Software for Small Business #Demo

► What Is CRM Software?
CRM Software is a type of software in which Business Agencies effectively interact with current and potential customers

►CRM Software top features and functionality
Our CRM software for small business makes project management much easier. Monitor the tasks of different team members, track time on each task and get time sheet. Send invoices for the projects to your clients and get payment online. See auto calculated project progression. Add different milestones and meet the deadline. Discuss on the projects and get client feedback.

➜ Tasks
Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop in Kanban view.
➜ Recurring tasks
Create recurring tasks automatically through croon job. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. It allows to set different time duration to create tasks.
➜ Estimate requests
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
➜ Estimates
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
➜ Invoices
Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses. Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand. Set custom footer in the pdf for additional information.
➜ Recurring invoices
Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
➜Payments
It supports online payments via Stripe and PayPal. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
➜ Clients
Manage your customers and the contacts of the customers. You can allow registering customers or adding your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each client.
Each client will get individual dashboard to see their projects, invoices and other information. Let your clients follow up the projects and get feedback instantly. Set permissions for the clients to limit their access.
➜ Chat with customers
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
• Chat with team members
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management more faster.

For more CRM Software features and functionality Visit:
CRM Software Live Demo :

► Contact :
Skype Name: sulman.rasheed
Mobile Number : +92-313 5000545
E-mail : sulmanrasheed888@gmail.com

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