Fundamentals of CRM for service providers

FUNDAMENTALS OF CRM FOR PROFESSIONAL SERVICE PROVIDERS

 

  • Manage customers and leads. Track client projects, invoices, proposals/estimates.
  • Add your company’s employees, track their attendance and manage their leaves.
  • Create contracts with clients with e-signatures.
  • Create projects, add project members and track the project progress, expenses, earnings, time logs, tasks, and milestones.
  • Kanban taskboard to visualize work and tasks.
  • Project Gantt chart to plan the project schedule.
  • Convert the invoices to credit notes which can be redeemed.
  • Create products that can be used in invoices and can be purchased by clients.
  • Tickets can be raised by employees and clients who are assigned to ticket agents to get it resolved.
  • Messages section for internal chats
  • Slack, pusher, and one signal integration for real-time notifications
  • Theme settings to style the app to reflect your brand
  • Receive payments via PayPal, Stripe, and Razorpay gateways
  • Create custom roles with custom permissions for employees.
  • Various reports for tasks, time logs, finance, attendance, leaves
  • Tons of other configurable options

fundamentals

Was this article helpful?