Main Features:
- CUSTOMERS AND LEADS MANAGEMENT
Contacts, Addresses, Notes and Groups. Create new fields. Easily link
everything under a Customer. Multiple contacts per customer.
- TRACK QUOTES AND JOBS
Online Quote Approval, Job Task Discussions and Task Timer. Create and
send a PDF Quotes. Record Job expenses.
- INVOICES AND PAYMENTS
Send PDF Invoices. Automatic overdue notices. Generate PDF invoices,
email invoice to customer straight from system. Mark when invoice is paid.
Overdue notices. Part payments & invoice merging.
- NEWSLETTERS
Create newsletter for mass email.
- INCOME AND EXPENSES
Overview of upcoming payments and other finance reports. Track your
income and expenses. Estimate your monthly income. View historic
financial data. Schedule recurring bills. Reminders and budgeting.
Customer Management: Manage your customer database in this easy to
use CRM. Store, search and group customers. Import from CSV. Keep
private notes. Multiple contacts per customer.
- Invoices: Generate PDF invoices, email invoice to customer straight from
system. Mark when invoice is paid. Overdue notices. Part payments &
invoice merging.
- Income & Expense: Track your income and expenses. Estimate your
monthly income. View historic financial data. Schedule recurring bills.
Reminders and budgeting.
- Online Payments: Receive payments on invoices via secure PayPal,
Google Checkout or Stripe. Invoices marked as paid upon successful
payment. Part payment on invoices. Payment history. Payment receipt.
- Membership Subscriptions: Manage members from your group or club.
Get alerted when members subscription is due for renewal. Generate invoice
and receipt for membership subscription.
- Jobs: Link Jobs to Customers and Websites. Send Job Quote to customer
for pre- approval. Customer can track Job progress. Add Tasks to Jobs.
- Email Newsletters: Send bulk email newsletters to groups within your
system (eg: Customers, Members, Recently Completed Jobs). Template
editor. Bounce, unsubscribe and link click tracking.
- Calendar: A great easy to use Calendar for organising your business.
Similar to Google Calendar. Create events, assign Customers and Staff
members.
- To Do List: Dashboard overview showing your TO DO items (such as
upcoming jobs, invoices that haven't been sent, tasks requiring admin
approval, new file uploads).
- Mobile Device View: This system comes with a cut down mobile friendly
view. Try it from your phone to see! You can also disable the “mobile view"
and use the standard responsive layout if you wish.
- Import & Export: Import and Export information from the system in CSV
format. Preview import before it occurs. Import data into specified groups
for easier sorting.
- Staff/Customer Login: Customers can login to view their information and
perform restricted actions. Multiple staff accounts. Control permissions &
view login history.
- PDF Invoicing: Convert invoices into PDF documents. Email PDF Invoice
to your customer straight from the system. Full control over invoice template
layout. Send PDF invoices marked as “overdue" or “paid" as well.
- Automatic Invoice Renewal: Choose an Invoice Renewal Date and CRM
will email automatic PDF invoice renewals and overdue invoice reminders.
- Automatic Overdue Emails: Choose an Invoice Due Date and CRM will
email automatic PDF overdue notices if the invoice hasn't been paid.
Hello there,
We can complete the task and can develop the CRM as we are a team of developers working on Web App development.
Please open PMB for an in depth discussion.
-Jayvadan
Hello,
I have gone through your project description. I can understand that you are looking for a CRM to track customer and all their activities would like to share my thoughts over project therefore I am looking forward to discuss and move ahead.
Placed bid cost is not the final one and to be negotiable.
Looking forward for your response.
Thanks,
Sonia
Hi
I have gone through the details of your project and we find it well within our capabilities.
I can create and deliver the project as per the information.I have skilled,
expert programmers I'm very excited to assist you in making your Sites successful
– please feel free to contact me directly to discuss this position further.
Thanks
Hello..I have an experience of more than 6 years in web development and maintenance. I have in-depth knowledge of php, mysql, jquery, paypal integrations, API's, css, html, html5.
Our team is experienced, creative & efficient enough to get your job done well.
I look forward to work on this.
Hello Employer!!
Your search for an ideal & reliable freelancer has ended, as you have reached the right place. We have a team of most talented & experienced graphic designers, web designer, apps developer and web developer, who can get you an eye-catching web portal with 100% functional.
Let's start the discussion, so we can understand complete project as per your request ..
waiting for your message.
Regards,
~Technovinity
Hello
Sri Technocrat will provide fully interactive application for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will be developed as per your requirement document. We would invite your feedback and suggestions on the selected format so as to make it exactly as per your requirements.
The timeline for development is stated along with the bid. During development period, the site would be visible on one of our test servers. At the time of transfer of complete application to your control, we will send you complete code and documentation. We will provide a copy of complete site management manual.
The total cost of the development is stated along with the bid. Sri Technocrat takes services of professionals in the fields of graphic designer, site management and programming. In order to provide best performance and in time, we accept milestone payment along with contract. We transfer all source codes, security protocols and password management to the client. We carryout site development in a modular form, so that and additional feature / facility can be added without disturbing the existing site.
Thanking you for considering Sri Technocrat as a partner in development.
With regards,
Sri Technocrat
Hi,
we have read your project description regarding to build an online CRM. we are willing to develop this system as per your mentioned requirements
I have some questions and recommendations. Let’s meet to avail limited time FREE consultancy from our experts to help you get the maximum from your Website Investment.
To discuss the project in detail we look forward to hear from you. Let me know a suitable time to have a meeting.
Regards
saima.
hello
i had understood your requirement and i can do this project confidently as your requirement with a great perfection.
lets discuss more in message.
Warm Regards, I am pleased to inform you that your PR matches our expertise who own all the right credentials to execute this job in a very proficient way with a proven track record (more than 97% Completion ratio) which shows our dedication towards satisfactory work, I request you to please initiate the discussion so that I can reach you efficiently, I can schedule an in-person to have better understanding on every minute requirement, final quote and deadline. Ready to share Portfolio on demand.(Committed instant reply) | Regards :Mike Blane
Hello,
I have read your project requirement and I'm interested in completing this project for you. I'm a professional Web developer and coding master. As you can see, my rating is %100 which is very rare on freelancer. This tells you that I will get the job done with the highest expectation so I can maintain that rating.
Please open a chat to discuss more details.
Sarfaraz
I am a php mysql,wordpress,javascript & css expert.
I am ready to start with your project.
we can accomplish this endeavor hastily.
100% accuracy, delivery in right time and within budget is guaranteed.
we can discuss forward for this project
I am an web developer with 3 years of experience on big projects. To have a look at my projects please pm me. You are most welcome to discuss the projects with me.