CRM

CRM sales funnel

  • Understand your sales process
  • Custom sales stages
  • Simple lead qualification
  • Improved sales conversion

360 View of Full client profile

Repeat sales & subscription management

  • CRM for regular sales
  • Recurring deals
  • Repeat leads and deals
  • Recurring invoices
  • Sales boost

CRM email integration

  • Two-way email CRM synchronization
  • Shared email inboxes
  • Automatic lead creation from incoming emails
  • Automatic email routing

CRM with email marketing & Automation

  • Segmentation and email campaigns
  • Editable HTML email templates
  • Opt-in and unsubscribe
  • Reporting
  • Trigger based emails
  • Autoresponders

Free Live Chat for your site

  • Live support widget

    • Rules, routing, conversation transfers
    • Business hours
    • Greetings
    • Ratings by clients and supervisors
    • Canned replies
    • Advanced reports

Advanced project planning, resource management and progress tracking. Project calendars and interactive printable Gantt charts

Visual project planning

  • Project planner
  • Project Gantt chart
  • Project Kanban board
  • Custom project stages
  • Project calendar

Project resource management

  • Workload planning
  • Time spent tracking
  • Project reports
  • CRM resource booking