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Key features of CRM




Key Features of Basic Built-in Module of ECRMRP

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many CRM features and stay organised.
  • Add any new module without any extra cost, e.g. Sales Commission Module.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project members. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organise your leads in stages and change stages easily with drag and drop.
  • Integrate your eCommerce store, and manage everything from Inventory to Sales.
  • Create good looking proposals for leads or customers and increase sales.
  • Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with a powerful CRM Module.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies worldwide.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organise their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.
  • Generate any report on a single click professionally.
  • Automated Database Backups.
  • Generate reports conclusions in graphs, comparisons, and so much more.

CLICK HERE FOR DETAILED DESCRIPTION OF CRM BUILT-IN MODULE OF ECRMRP

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