Complete solution for Service Professionals.
Our custom developed CRM is powerful, yet simple, project and client management software application. It’s a perfect solution for freelance designers and developers. It also works great for consultants, project managers, and service professionals.
Responsive Layout – Both admin and client area are responsive.
Client Management – You can easily add, edit, and manipulate client profile information as well as track all related projects, invoices, and work flow approval queues
Project Management – You can manage all aspects of the project, from progress, cost, parameters, completion timeline, project manager, etc.
Work flow Approval System – When a staff member or project manager has completed a task or revision for a client, the “submission” is sent to the client for review.
File Upload Tool – You can associate uploads with a project submission.
Project Submissions – Project Submissions are also known as drafts, concepts, or revisions.
Task (To-Do) Feature – Project Managers or Staff members can create tasks to complete based on a specific project.
Time-Billing Tool – This feature enables your team create records based on a client, a project, or a specific task.
Invoicing Feature (AUTO PDF GENERATED)
Payment Gateway Integration – PayPal,AlertPay(Payza), MoneyBookers(Skrill), Authorize.net (AIM), Offline
Support Ticket System – The system features full priority management, ticket assignments, and results tracking.
Messaging System – Clients can send messages to staff members, providing the company with a nice way to track communication.
Staff Management – You have flexibility over the permissions of each staff member, for added security.
Powerful Reports – We have developed a powerful and comprehensive reporting solution.
Smart Event Calendar – Event calendar that shows outstanding invoices, projects and tasks based on current/selected month/year.
Database Backup/Restore – Built in backup/restore feature for backing up and restoring entire database.
Visual Form Builder – Create beautiful forms using easy drag/drop form builder. Forms could be used for providing different quotes to your clients, contact or anything else.
Visual Estimator Builder – Create estimate/quote forms in just a few minutes
and many more…
CUSTOMER/FRONT END PANEL LAYOUT