Customer Management

Customers Relationship & Project Management

Streamline and enhance your customer relationships with our comprehensive customer management software. Track customer interactions, manage contacts, analyze customer data, and deliver personalized experiences to foster long-term loyalty and drive business growth. Unlock the power of effective customer management with our intuitive solution.

Some Key Features

PROJECT MANAGEMENT TOOL

Easily organise projects, bill clients, and keep track of spending using our project management tool. Task-sharing among staff members is encouraged. Time tracking is also encouraged.

ONE CLICK INVOICE CREATION

Quickly and easily create professional invoices. With invoice PDFs included, attach files and deliver them directly to clients. Set up regular invoices, customise taxes based on goods, and automate invoice generation for simple invoicing.

CREATE ESTIMATES

Produce precise estimates in a matter of minutes. Send them to clients and generate bills quickly after they are accepted as an estimate. Even without logging in, clients can examine estimates and interact with them.

CREATE GOOD LOOKING PROPOSALS

Make a good impression on potential clients with your offers. To insert photos, tables, and YouTube videos, use our robust editor. Encourage conversation by allowing comments on the proposal.

LEADS MANAGEMENT

Using the simple Kanban approach, efficiently track leads and keep tabs on their development. For easy lead management, attach files, convert leads to customers, import leads from emails, generate proposals, and leave notes.

RECORD EXPENSES

Easily keep track of business expenses. Create recurrent expenses that will be generated automatically at predetermined times. Select whether expenses should be charged to clients or projects.

Would you like to start a project with us?

Embark on success together. Ready to kickstart your project with us? Let’s shape possibilities and achieve milestones collaboratively.