Description

Centralize CRM Software to boost conversions.

Stop wasting time tracking leads through disconnected tools and databases.  You have all your contact data in one place, so you can personalize prospect outreach without digging for details.

Easily access each lead’s history, including company information and a timeline of every touchpoint between the contact and your business. Automatically prioritize leads with custom scoring criteria, and grow your database with smart segmenting and nurturing features.

Managing customers is important and helps in several ways:

• Manage and invoice projects with the powerful Project Management Feature.
• Link tasks to many crm software features and stay organized.
• Build professional, great looking estimates and invoices.
• Powerful support system with ability to auto import tickets.
• Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
• Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
• Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
• Create good looking proposals for leads or customers and increase sales.
• Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
• Know more about your customers with powerful Lead And Customer Management Software.
• Increase customer retention via built-in Surveys.
• Use the Goals Tracking feature to keep sales goals in mind.
• Create announcements for your staff members and customers.
• Use Contracts feature to lock in current and future sales.
• Custom fields can store extra information for customers, leads and more.