Our CRM solution harnesses the power of data to provide you with actionable insights into your customers' behaviors, preferences, and needs.
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With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Real time Chat offers a seamless way to interact with staff colleagues and clients. Create group chats, engage directly with clients, and even transform client conversations into support tickets. The user-friendly interface is packed with features for an enriched user experience, from group controls to live search functionalities.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Are you looking for a reliable and efficient CRM solution to enhance your customer relationships? Look no further! Our cutting-edge CRM platform is designed to empower your business, streamline operations, and create unforgettable customer experiences.
Flexible and Affordable Pricing to Meet Your Business Needs. Either Agency or Individual, we got you covered !
Shared database
20+ Users
50+ Invoices
24/7 Support
Unlimited backup
We specialize in enabling organizations to orchestrate high-velocity sales operations at scale with precision and finesse. Our tailored approach integrates cutting-edge technologies, strategic methodologies, and streamlined processes to optimize efficiency, accelerate sales cycles, and drive unprecedented success for businesses navigating the fast-paced landscape of today's markets.
Contact us to get information about anything related to CRM, services, our company.
Email: crm@247oncloud.com
Phone: +91 9216406009