CRM Business

Help you to look more professional to your customers and improve business performance at the same time.

Discover Features

Customer Relationship and Project Management Software

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Invoice Creation

Build professional and great looking invoices. Attach files and send directly to your customers, Including the invoice PDF

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Estimates

Create within minutes. Send to customers and wait for them to accept. Ability to auto convert the estimate to invoice

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Projects

Manage invoice projects with the powerful project management feature. Ability to assign multiple staff members on task

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Tasks

Assign tasks to multiple staff members, attach files, Let your staff comment on tasks, upload files and follow tasks

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Customer Area

Each customer has their own portal where they can keep track of (Invoices, Estimates, projects, support tickets ... etc)

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Proposals

Good looking proposals and impress your potential clients or customers. Include images, tables, YouTube and editor

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Leads Management

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, notes, proposals

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Support System

Great support system that helps you track and resolve issues quickly with ability auto open ticket from email

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Reports

Keep track of income vs. expenses and leads conversions.
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Goals tracking

You can use the goals tracking feature to keep sales goals in mind.
Money

Expenses

Creating recurring expenses will automatically be created.
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Constant update

Get continuous latest updates by pressing the update button.

Dashboard Features

Help you to look more professional to your customers and improve business performance at the same time.

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Manage Contracts

Use contracts feature to lock in current and future sales!

Manage Contracts

Create PDF documents in a minute and to your customers via built-in sending contracts feature.

  • Supports the customer’s electronic signature.
  • Multi contract type.
  • Create PDF documents in a minute.
  • Ability to send customer reminders before contracts expiry.
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Surveys

Send Surveys to Leads and Customers

Create surveys

Add your question and improve your company productivity.

  • Create surveys and impress your customers.
  • Ability to send surveys to leads/customers/staff.
  • Manually create mail lists.
  • Generate powerful survey reports.

Payment Gateways

We integrate the largest and most popular payment gateways around the world.

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PayPal
Stripe
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