CRM Manager is powerful, yet simple, project and client management software application. It’s a perfect solution for Services Company and developers. Such as Printing Company, Designer Firm, Advertisement Company. It also works great for consultants, project managers, and service professionals.
Client Management Software
- Responsive Layout – Both admin and client area are responsive
- Client Management – You can easily add, edit, and manipulate client profile information as well as track all related projects, invoices, and work flow approval queues
- Project Management – You can manage all aspects of the project, from progress, cost, parameters, completion timeline, project manager, etc.
- Work flow Approval System – When a staff member or project manager has completed a task or revision for a client, the “submission” is sent to the client for review.
- File Upload Tool – You can associate uploads with a project submission. .
- Project Submissions – Project Submissions are also known as drafts, concepts, or revisions. .
- Task (To-Do) Feature – Project Managers or Staff members can create tasks to complete based on a specific project
- Time-Billing Tool – This feature enables your team create records based on a client, a project, or a specific task.
- Invoicing Feature
- Payment Gateway Integration – PayPal, Offline
- Support Ticket System – The system features full priority management, ticket assignments, and results tracking.
- Messaging System – Clients can send messages to staff members, providing the company with a nice way to track communication
- Staff Management – You have flexibility over the permissions of each staff member, for added security
- Powerful Reports – We have developed a powerful and comprehensive reporting solution
- Smart Event Calendar – Event calendar that shows outstanding invoices, projects and tasks based on current/selected month/year
- Database Backup/Restore – Built in backup/restore feature for backing up and restoring entire database
- Visual Form Builder – Create beautiful forms using easy drag/drop form builder. Forms could be used for providing different quotes to your clients, contact or anything else
- Visual Estimator Builder – Create estimate/quote forms in just a few minutes
- and many more…
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CRM Manager is powerful, yet simple, project and client management software application.. No monthly fees, no hidden fees.