CRM
Happy clients,
thriving business
Build strong client relationships with efficient communication and valuable feedback.
- Client Dashboard
- Real Time Client Updates
- Tickets & Support
Invoicing
One Click Invoicing
Create professional invoices with ease, including options for different tax rates and recurring invoices that regenerate automatically.
- Professional Invoices
- Flexible Tax Options
- Automated Invoices
Proposals
Proposals
Craft visually appealing proposals that can include images, tables, and videos. Allow comments for discussions with potential clients.
- Visually Appealing
- Enhanced Customization
- Interactive Discussion
Lead Management
Lead Management
Utilize a Kanban-style interface to track leads, import leads from emails, and convert them into customers.
- Enhanced Collaboration
- Kanban Interface
- Lead Conversion
Payment
Payment Processing
Accept payments in multiple currencies through integrations with PayPal and Stripe, with auto-generated PDFs for each transaction.
- Multi-Currency Support
- Online Payment Options
- Automated Documentation
Customer Support
Support Ticket System
Implement a robust ticketing system with features like auto-responses, private staff notes, ticket assignments, and predefined replies.
- Auto-Responses
- Ticket Assignments
- Private Staff Notes
Task Management
Task Management
Assign tasks to employees, add followers, and include comments and attachments for better collaboration.
- Multi-Employee Assignment
- Task Collaboration
- Attachments Support
Contract Management
Contract Management
Generate legally-binding contracts quickly and send reminders before expiration dates.
- Quick Contract Creation
- Built-In Sending Feature
- Expiry Reminders
Calendar
Calendar Integration
Manage company events, deadlines, and tasks through an integrated calendar system.
- Comprehensive Overview
- Expiration Tracking
- Task Management
Goal
Goal Tracking
Set goals for your team and track achievements while notifying members of their performance status.
- Goal Setup
- Comprehensive Tracking
- Achievement Notifications
Reports
Reporting Tools
Generate detailed reports on sales, expenses, employee productivity, lead conversions, and more to analyze business performance effectively.
- Comprehensive Overview
- Expiration Tracking
- Task Management
Get started
Ready to supercharge your business?
Grow sales and stay ahead in the competitive market by being among the first to benefit from our game-changing solutions.