Solid Features
Our Customer Relationship Management Features
A successful business thrives on efficient customer interactions, streamlined workflows, and data-driven decisions. Our customer relationship management system features empower your business with the right tools to improve customer engagement, automate processes, and drive growth.
All in One Features
Email & Notifications
Contracts
Expense Tracking
Project Management
Client Management
Estimates & Proposals
Invoicing & Payments
Lead Management
Task Management
Staff Management
Recurring Invoices
Support Tickets
Customer Portal
Reports & Analytics
Time Tracking
Client Management
Centralize all client data in one place, including contact details, communication history, and project status. This feature helps you build stronger client relationships with personalized interactions.
- Organized client data
- Better communication
- Stronger relationships
- Easy data access
Estimates & Proposals
Create and send detailed estimates and proposals directly to clients. This feature allows clients to approve estimates with a single click.
- Faster approvals
- Professional proposals
- Saves drafting time
- Improves satisfaction
Task Management
Assign, prioritize, and monitor tasks for your team, ensuring everyone is aligned. Keep track of deadlines and progress with ease.
- Clear task ownership
- Better deadlines
- Improved coordination
- Higher productivity
Reports & Analytics
Generate detailed reports on projects, sales, and performance metrics. Use these insights to make informed business decisions.
- Data-driven decisions
- Spot opportunities
- Financial insights
- Performance tracking
Staff Management
Manage staff roles, permissions, and performance efficiently. Track their activities and ensure better accountability.
- Role permissions
- Team monitoring
- Better collaboration
- Higher productivity
Project Management
Organize, manage, and track all your projects efficiently, from planning to completion. Set milestones, assign tasks, and monitor progress seamlessly.
- Clear task delegation
- Track progress easily
- Team collaboration
- Meet deadlines
Time Tracking
Track time spent on tasks and projects to ensure accurate billing and better resource allocation. Monitor productivity with ease.
- Transparent billing
- Better time usage
- Resource management
- Boosted productivity
Contracts
Create, manage, and track client contracts in a secure and organized way. Automate reminders for renewals or expirations.
- Organized contracts
- Renewal reminders
- Simplified creation
- Client transparency
Support Tickets
Manage customer issues and inquiries through a streamlined ticketing system. Assign tickets to team members and track resolution progress.
- Faster responses
- Better issue tracking
- Customer satisfaction
- Improved support
Customer Portal
Provide clients with a secure portal to view invoices, proposals, and updates. Enhance transparency and self-service options for your customers.
- Self-service access
- Improved satisfaction
- Reduced support load
- Professional interface
Invoicing & Payments
Generate professional invoices, accept payments online, and track payment statuses. Automate billing to save time and reduce errors.
- Quick invoicing
- Online payments
- Fewer billing errors
- Track overdue payments
Expense Tracking
Record and categorize all business expenses for better financial control. Attach receipts and generate reports for easy expense management.
- Easy tracking
- Accurate reports
- Budget control
- Spot cost savings
Lead Management
Capture, track, and nurture leads through every stage of the sales funnel. Convert leads into customers with effective follow-up tools.
- Higher conversion rates
- Organized pipeline
- Automated follow-ups
- Sales insights
Email & Notifications
Send automated emails and notifications for updates, reminders, and communications. Keep clients and team members informed without extra effort.
- Automated updates
- Reduced workload
- Better engagement
- Timely alerts
Recurring Invoices
Automate the creation and sending of invoices for recurring services. Ensure timely billing with no manual intervention.
- Saves time
- Fewer errors
- Consistent cash flow
- Retains clients