Customer Management:
Store and organize customer contact information.
Create customer profiles with relevant details.
Lead Management:
Capture and manage leads through web forms.
Assign leads to sales representatives for follow-up.
Invoice and Quotation Management:
Generate invoices and quotes for products or services.
Track payment status and send reminders.
Estimates and Proposals:
Create and send professional estimates and proposals.
Convert accepted proposals into projects.
Contact Forms:
Create customizable contact forms for websites.
Capture leads and inquiries directly from the website.
Customer Support:
Ticket system for managing customer inquiries.
Assign and prioritize support tickets.
Email Integration:
Send and receive emails within the CRM.
Attach emails to customer profiles and projects.
Reports and Analytics:
Generate reports on sales, projects, and finances.
Gain insights into business performance.
Multi-Currency Support:
Manage transactions and invoices in multiple currencies.
Calendar and Events:
Schedule and manage events and appointments.
Notifications:
Receive alerts and notifications for important actions.
Custom PDF Templates:
Create custom PDF templates for invoices and documents.
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