CRM Management System

Here are a few popular features that buyers love:

  • Leads, Customers, Jobs and Invoices: keep track of all your small business information in one easy to use location. Let customers login to see the status on their jobs and invoices.
  • Custom Data: build your own forms and tables in CRM with no programming. Store data your way. Let customers access this data. Great for storing additional information against customers.
  • Encrypted Fields: uses industry standard PGP/RSA cryptography to keep sensitive data safe. Decrypted text never hits the server. Store things like customer FTP details without worrying about database breaches.
  • Change Request: for the web developers. Insert a piece of code into your clients website, they can “click to request a change”. It comes through to CRMand you can convert it to a Job and bill them.
  • Email Support Tickets: customers can email or fill in a support form. Ticket gets created within CRM. Staff can reply to the ticket from CRM or from email. Customer can reply to ticket from CRM or email. History of ticket emails kept in CRM.
  • Subscription Billing: create a subscription for your customers. Set and forget. Customer will be emailed an invoice automatically, and automatic overdue notices if they do not pay.

Feature list of this software:

Feature list of this software:

Manage your customer database. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.

Email & Web Support Tickets

Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.

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.

Encrypted Fields

Using industry standard RSA/AES technology you can encrypt and decrypt sensitive data (eg: website FTP details or control panel login information). With client side cryptography the sensitive data never even leaves your computer.