Customer Relationship Management (CRM) Software

Searching for a tool that helps you to manage your business? Well, then don’t look any further! The idea behind CRM is to provide a tool for every businesses to bring all important information together.


Key Features:

A helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.

Project Management
Create and manage all your projects.

Project Tasks
You can add tasks to any project.

Lead Management
Create and manage all your leads and even import leads by a .csv file.

Client Tasks
You can enable clients to create tasks.

Tasks Timers
Every agent can track his time spent on tasks and every task has a dedicated timesheet.

Tasks Timesheets
Every task has its own timesheet.

Project Milestones
Milestones will help you to group your tasks together.

Support Tickets
Let your Clients open tickets to keep track of any incident. It also supports email tickets.

Project Timer
This will help you to track the time you have spent on a project.

GANTT Charts on Projects
Every project has its own Gantt chart grouped by milestones or agents

Multi-File Upload and File Commenting
On all projects, you can upload any kind of file, like a screenshot of the mockup you made for a new web project and share them with your client.

Client Management
Easily manage your clients with all the details you need.

Client Portal
Your clients can view the status of their projects and invoices.

Invoice Management
Creating and sending invoices was never that easy!

Track all your expenses.

Send estimates to your clients.

Recurring Invoices
Create recurring invoices.

Multiple Invoice Templates
There are multiple well-designed invoice templates available for you to choose from.

Beautiful calendar with optional Google calendar integration.

Item Management
Manage your items/products

A nice chart to view your income, expenses by a given period

User Activity Widget
See who is online.

Email Notifications
Get email notifications on new messages, project assignments, etc.

User Access Levels
Control the access of your agents to the different modules.

Quick Access
Quickly open a project or start/stop the timer using the Quick Access widget.

Database backup
Never lose any data again!

System Update
As soon as an update gets released, you can update your application within the web interface.

Quotation Request
The quotation request form can be accessed without login, so you can send the link directly to potential clients or just add the link to your corporate website.

Private Messaging
Send private messages to admins and clients.

Gravatar support
Gravatar will be used as a fallback if you don’t upload a profile image.

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