CRM Software’s

• Goals Tracking: Keep your sales goals in focus and track progress easily.
• Task Management: Link tasks to multiple CRM features, assign tasks to staff, add followers, and monitor progress in real-time.
• Surveys: Engage customers and improve retention with built-in survey tools.
• Contracts Management: Secure future business with a robust contracts management feature.
• Payments and Integrations: Accept payments through PayPal and Stripe in multiple currencies, with various integration options.
• Customization and Personalization: Use custom fields to store extra information and style the CRM according to your brand’s identity with our powerful theme customization tools.
• Organized Media Management: Utilize dedicated media folders for staff members to store and manage files efficiently.
• Calendar and Reminders: Manage your schedule with a user-friendly calendar and set reminders for yourself and your team, accessible through in-app notifications and email alerts.

Additional Features Include:

• Subscription Management
• Web-to-Lead Forms
• Knowledge Base
• Personal To-Do Lists
• E-Signature Integration
• Time Sheets and Comprehensive Reporting
• Customizable Color Schemes
• Task Duplication and Easy Management