CRMPro is a selfhosted Customer Relationship Management software designed to be compatible with any corporation, freelancer, or several other purposes. With its sleek and contemporary design, CRMPro can enhance your professional image among customers and simultaneously enhance business performance.
Effectively managing customers is of utmost importance, and CRMPro facilitates this in multiple ways:
- Handle and invoice projects using the potent Project Management Feature.
- Associate tasks with various Perfex CRM features, ensuring organizational effectiveness.
- Generate professional and visually appealing estimates and invoices.
- Benefit from a robust support system with the ability to automatically import tickets.
- Track time allocated to tasks and bill customers accordingly. This includes the capability to assign multiple staff members to a task and track individual timer on a peremployee basis.
- Include task followers, even if they are not part of the project team. Staff members will be able to monitor task progress without accessing the project directly.
- Maintain a centralized database of leads and conveniently monitor their progress. This includes automatic lead import from emails, the ability to add notes, create proposals, and easy stage organization through drag and drop.
- Create attractive proposals for leads and customers, ultimately boosting sales.
- Record expenses incurred by your company or project and effortlessly bill clients, subsequently converting the expenses into invoices.
- Obtain indepth knowledge about your customers through the powerful CRM functionality.
- Improve customer retention through builtin Surveys.
- Utilize the Goals Tracking feature to keep sales targets at the forefront of your mind.
- Craft announcements for your staff members and customers.
- Benefit from the Contracts feature to secure existing and future sales.
- Store additional information for customers, leads, and more using custom fields.
- Enjoy a plethora of configurable options.
- Customize the CRM's appearance to align with your company's brand using the robust theme styling feature.
- Nonadmin staff members have access to a separate media folder within the CRM to organize uploads and files effectively.
- Each staff member can access a visually appealing calendar based on their individual permissions.
- Avail of features such as followups, reports, notes, files, and many more.
- CRMs should prioritize customercentricity, and CRMPro excels in this regard with its robust support system. This system helps track and resolve issues promptly through the integrated ticket system and customer reminders. Users can assign reminders to themselves, as well as one or multiple staff members, and with just one click, reminders can be sent via email and inapp notifications. These features, among others, elevate customer satisfaction to the next level.
CRMPro boasts a wide range of features tailored to various applications. Explore more about these and try the demo to witness firsthand how CRMPro can pave the path to success.
Make money
Maximize your earning potential with CRMPro. Our innovative features and tools allow you to make money easily and efficiently.
Please check the live demo and ask questions before you buy. Ask questions and take your time before you buy to make sure you’re not buying something that you don’t want.
What is SaaS (software-as-a-service) Learn how SaaS works and why it’s the predominant software delivery model today
The concept of SaaS, also known as software as a service, involves the utilization of application software that is hosted on the cloud and accessed through an internet connection using a web browser, mobile app, or thin client. The provider of this SaaS takes charge of operating, managing, and maintaining both the software itself and the underlying infrastructure. On the other hand, the customer's role is rather straightforward—simply create an account, make the necessary payment, and dive right into their tasks at hand.
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