Full-range of features
Discover how our cutting-edge CRM software can transform your operations and help you achieve unparalleled success.
CRM
Happy clients,
thriving business
Build strong client relationships with efficient communication and valuable feedback.
Invoicing
One Click Invoicing
Create professional invoices with ease, including options for different tax rates and recurring invoices that regenerate automatically.
Proposals
Proposals
Craft visually appealing proposals that can include images, tables, and videos. Allow comments for discussions with potential clients.
Lead Management
Lead Management
Utilize a Kanban-style interface to track leads, import leads from emails, and convert them into customers.
Payment
Payment Processing
Accept payments in multiple currencies through integrations with PayPal and Stripe, with auto-generated PDFs for each transaction.
Customer Support
Support Ticket System
Implement a robust ticketing system with features like auto-responses, private staff notes, ticket assignments, and predefined replies.
Task Management
Task Management
Assign tasks to employees, add followers, and include comments and attachments for better collaboration.
Contract Management
Contract Management
Generate legally-binding contracts quickly and send reminders before expiration dates.
Calendar
Calendar Integration
Manage company events, deadlines, and tasks through an integrated calendar system.
Goal
Goal Tracking
Set goals for your team and track achievements while notifying members of their performance status.
Reports
Reporting Tools
Generate detailed reports on sales, expenses, employee productivity, lead conversions, and more to analyze business performance effectively.
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