CRM Software

Project Description: Leads Lead are the individuals or representatives of organizations who show interest in your products or services. Create Lead or Import Leads Contacts Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity. Create Contact or Import Contacts Accounts Account are companies or department within a company, with which you make business dealings. Create Account or Import Accounts Activities Activity are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules. Create Task or Create Event or Create Call Easy Setup for Administrator Social Platform Integration Listen to customer conversations and engage with them without leaving your CRM account through tweetter. facebook,LinkedIn Add User Start building your sales team Customization Customize the CRM to your business needs Personalize your settings Time Zone and Locale Information Personalize your CRM account by setting your country locale, time zone, language and personal details. Invoice Invoice your customers in their native currency and language. ... payments from customers. In this section let's take a quick look at some of its invoicing features Ensure faster payments from customers by allowing them to make online payment to your invoices. Track all your invoices. Quickly see the ones that are paid and the ones that are still open. Easily narrow down to the invoices that are past their due date and take appropriate action. It should be able to track all customer payments and automate sending of payment thank-you mails to your customers. you should be able to upload your logos, change color themes, update layout and titles of invoices and estimates. Themes Themes give individual users the option to customize the colors and layout of their CRM account. Upload your Company logo allows organizations to change the default logo to your company logo. The customized company logo will appear for all the users within the account. Other features Ability to integrate invoice with CRM and Projects. You can easily import your accounts and contacts from CRM and use that information for invoicing. Similarly you can directly bill for your time sheet maintained in Projects using Invoice. It should be able to Use APIs to mash Invoice with any of the business application. .......................................................................................................................... Breakdown Features >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Creates Standard Invoices PDF Invoicing Customizable Invoices Integrated Email Invoicing Built-in Timer Billing & Payment Features Accepts partial payments One payment to multiple invoices Recurring transactions Emails overdue statements Automatic billing Customer Relationship Management (CRM) Customer profiles Tracks Invoices per customer Saves bill to and ship to addresses with sms alert forexample you have a customer meeting in two hours. An hour before the meeting, you receive an SMS with the customer’s name and the time of the meeting Stores preferred payment methods Additional Features PDF or exportable reports Supports multiple businesses Processes credit card payments Mobile phone support Free Telephone Support Supported Operating Systems Windows 8 Windows 7 Windows Vista Windows XP Web based